AI-Agents for Consultants 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.
Reserve consultation slots and confirm times with clients.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
Offer clients live consultation times and booking links.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 toolsShow clients call openings on their preferred local dates.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsPrepare an engagement proposal from client needs and approved fees.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Draft engagement proposals from discovery notes and approved fees.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
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.
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.
