AI-Agents for Intake Coordinators in Client Services in Approvals
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Answer standard first-contact questions and flag inquiries needing review.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
8 toolsDraft replies to new inquiries from the shared message thread.
Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.
7 toolsSend signature requests when client intakes are approved.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsDraft replies that clarify what a new inquirer needs.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
