AI-Agents for Client Services in Approval Routing
Check reviewer assignments, route requests, flag exceptions. Every one is ready to run, and you can adjust it in plain language.
Draft Text Replies
Draft replies to client questions from the text thread.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
Works with
15 tools
15 tools
Draft Email Replies
Draft replies to client requests using the full exchange.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Works with
Send Signature Requests
Send approved service agreements to clients by email.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
Works with
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