AI-Agents for Intake Coordinators in Intake in Request Intake working with Superchat
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
Send Chat Auto Replies
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.
Works with
8 tools
8 tools
Draft First Chat Replies
Draft first answers to new inquiries for owner review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
Works with
22 tools
22 tools
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