Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
See which notices were sent and which customer records need attention.
Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.
Draft responses to flagged customer emails for review.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
Flag policy questions alongside cancellation drafts for review.
You get a cancellation reply to review in the customer thread, plus an email with account facts and any policy question.