AI-Agents for Client Services in Approvals working with Microsoft Office 365
Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.
Turn client project requests into scoped proposal drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsSend prepared client emails and show which contacts still need follow-up.
Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.
12 toolsSend approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsShow where a supplier quote changes commitments made to the client.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsTurn client requirements into scoped proposals with approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSend proposed client replies to the person who owns the conversation.
Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.
24 toolsSend approved replies from absent contacts and route urgent client requests.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client email and hand off requests needing attention during leave.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsKeep emailed client decisions on the matching proof card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 toolsAnswer common client questions and flag unusual requests for the owner.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
8 toolsShare approved project tracker slices with external partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsHold client handoffs until changed proposals receive a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 tools
