AI-Agents for Client Services in Evidence Checking
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Share signed client terms and file links with the account team.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
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 toolsDraft 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.
6 toolsCheck 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.
5 toolsShow which client reviewers can open proofs before their reviews are due.
Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.
19 toolsAsk item owners what decision to request from clients.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 toolsHold client scope approval and point reviewers to the revision.
Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.
8 toolsDraft client replies that match approved team guidance.
Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.
7 toolsSend 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.
5 toolsPut the client's submitted scope on the quote awaiting approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsConfirm clients can open the current proof before review handoff.
Your review cards show whether outside reviewers can open the current proof, so access gaps surface before work reaches them.
9 toolsFlag client proof access problems on review tasks before deadlines.
Your approval task shows whether the reviewer can open the current proof before the due date, with a request for a corrected link when needed.
7 tools
