AI-Agents for Client Services in Escalations

Bring delayed approvals to owners, flag policy exceptions. Every one is ready to run, and you can adjust it in plain language.

Send Due Date Reminders

Prompt owners of client work and list assignments awaiting replies.

Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.

Works with9 tools
Request Email Reply Approval

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.

Works with24 tools
Send Out-of-Office Replies

Send 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.

Works with10 tools
Send Out-of-Office Replies

Reply 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.

Works with12 tools
Send Action Item Reminders

Remind account teams when agreed client work is due.

Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.

Works with22 tools
Send Due Date Reminders

Remind account teams before assigned client work comes due.

Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.

Works with22 tools
Forward Unresolved Emails

Pass client email requests to the next owner with prior work in view.

The next support person gets the full email history and attachments, while your first responder knows who took over.

Works with5 tools
Send Chat Auto Replies

Answer 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.

Works with8 tools
Send Due Date Reminders

Prompt task owners before client deadlines and report unreachable assignees.

Your assignees get due date reminder emails, and you see which tasks need your help reaching an owner.

Works with5 tools
Flag Urgent Customer Complaints

Escalate client complaints with the history behind the concern.

Your service lead sees why an urgent customer complaint needs attention. The message includes ticket history and a link.

Works with13 tools
Send Approved Auto Replies

Send approved absence replies in client chats and alert their cover.

Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.

Works with14 tools
Send LinkedIn Replies

Send approved replies to client questions sent to the wrong contact.

Keep misdirected LinkedIn questions moving without writing the same response again. Your team reviews the reply before it goes out.

Works with5 tools
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