AI-Agents for Client Services in Customer Messaging working with Gmail
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Keep client bookings current and offer alternatives when times conflict.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 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 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 client birthday emails and record each successful send.
Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.
20 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 toolsBook client check-ins and reply with confirmed times.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsDraft client answers using approved engagement details and email history.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
9 toolsWelcome new clients with project details and a shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome signed clients with the scope and next steps agreed with them.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend approved client handoffs with files and track each recipient's status.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 tools
