AI-Agents for Customer Service Representatives in Client Services working with Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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 with29 tools
Organize Work Emails

Summarize customer emails and log them for follow-up.

Get short summaries and useful labels for incoming work email. Scan your tracking sheet when it's time to follow up.

Works with5 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 with24 tools
Sort Work Emails

Label customer emails and flag requests needing a reply.

Your work inbox shows clear categories, with urgent or customer-facing requests easy to find under Needs Attention.

Works with6 tools
Draft Cancellation Email Replies

Draft customer cancellation replies in the original email thread.

You get a cancellation reply to review in the customer thread, plus an email with account facts and any policy question.

Works with6 tools
Forward Unresolved Emails

Pass unresolved replies along with the original message and files.

The next support person gets the full email history and attachments, while your first responder knows who took over.

Works with5 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 with8 tools
1–7 of 7