Agents help Consultants keep client visits and project work on track.
Resend client meeting invites when a booked video link changes.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
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.
Add flagged client meetings to the calendar and email a review link.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
Add video links to virtual client meeting invitations.
Your guests get updated invitations with a video link, and you get an email explaining the fix when a virtual appointment needs one.
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.
Give flagged client questions a next-day task that states the response needed.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
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.
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.
Find 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.
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.