Agents help Consultants keep client visits and project work on track.
Send approved absence replies and pass pressing client work to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
Flag client meeting invitations that overlap engagement work.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
Send an added client the current consultation link.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
Check client meeting confirmations and draft replies about changes.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
Add video links to client meeting invitations and update attendees.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
Refresh client meeting invitations with the current joining link.
Your guests get the current meeting invitation link when you change a scheduled video meeting, while uncertain matches come back to you for review.
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.