AI-Agents for Client Services in Evidence Checking working with Microsoft Office 365
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 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
