AI-Agents for Customer Service Representatives in Client Services in Request Intake working with Gmail
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Manage Client Appointments
Reply to booking requests in chat with available times.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Works with
29 tools
29 tools
Request Email Reply Approval
Email a proposed answer beside the customer's message for review.
Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.
Works with
24 tools
24 tools
Send Chat Auto Replies
Send approved chat replies and surface questions needing a personal answer.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
Works with
8 tools
8 tools
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