Agents help Customer Success Coordinators keep customer meetings on track.
Find customer session times when every required teammate is free.
Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.
Add joining links to customer meeting invitations and update guests.
Your guests receive a calendar update with a joining link when you mark an invitation “Video meeting” and choose a supported video service.
Update customer meeting invitations when video access changes.
Your guests get the current meeting invitation link when you change a scheduled video meeting, while uncertain matches come back to you for review.
Resend current customer meeting invites when a guest loses theirs.
Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.