AI-Agents for Consultants in Intake
Agents help Consultants keep client visits and project work on track.
Check client meeting times before sending appointment confirmations.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
5 toolsFind the right consultation link for a client invitation.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsAdd a joining link to each booked client consultation.
You and your client get the same joining link in the updated invitation for a video appointment.
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.
