AI-Agents for Customer Service Representatives working with monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Log Problem Reports

Log each customer problem for review and flag urgent ones in chat.

Your team can review problem reports in a shared sheet and spot urgent cases or logging failures in chat.

Works with42 tools
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
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
Hand Off Escalated Cases

Notify the former case owner who now has the escalated case.

Your specialists get the customer's request and a clear next step, while former owners know who took over the case.

Works with26 tools
Send Restock Emails

Send one restock notice per waiting shopper after confirming stock.

Your shoppers get a back-in-stock email after a confirmed return, and your team sees which requests still need attention.

Works with7 tools
Send Quick DM Replies

Send approved customer DM answers and flag questions needing a personal reply.

Get quick replies to routine business DMs, while questions your answer guide can't cover reach the account owner in team chat.

Works with23 tools
Acknowledge Portal Requests

Send customers a ticket link and short summary after they ask for help.

Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.

Works with34 tools
Flag Urgent Customer Complaints

Record why a customer's complaint needs prompt attention on the ticket.

Your service lead sees why an urgent customer complaint needs attention. The message includes ticket history and a link.

Works with13 tools
Send Approved Auto Replies

Send approved acknowledgments while the assigned teammate is away.

Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.

Works with14 tools
Draft Defective Product Replies

Draft replacement replies from orders and rules for rep review.

Your support rep gets a reply draft in the customer's conversation, grounded in the order and the replacement rules you choose.

Works with34 tools
Route WhatsApp Chats

Send team replies and files back to the customer's chat.

Answer WhatsApp chats from private Slack channels. Your team sees customer messages and attachments where they work.

Works with9 tools
Draft Late Reply Apologies

Prepare overdue customer replies with an apology and verified case update.

Your support rep gets apology drafts for overdue customer emails. Current case details help make the replies useful.

Works with5 tools
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