AI-Agents for Intake Coordinators in Client Services in Request Intake working with Microsoft Exchange
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send Client Welcome Email
Send client welcomes when intake is complete and flag gaps to the owner.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Works with
24 tools
24 tools
Book Round Robin Meetings
Book incoming consultation requests with an available team member.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Works with
10 tools
10 tools
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