Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Send 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.
Send 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.
Send 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.
Draft 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.
Draft client cancellation replies with account terms for review.
You get a cancellation reply to review in the customer thread, plus an email with account facts and any policy question.
Draft client emails from teammates' instructions for review.
Your client email drafts are ready to review, with the tone and details your teammates requested. You decide what to edit and send.
Check client appointment confirmations and draft replies about conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.