AI-Agents for Consultants in Client Services in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Resend Meeting Invitations
Resend current client session invites when guests need a new link.
Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.
Works with
Draft Email Replies
Draft a client reply that reflects earlier project discussions.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Works with
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