AI-Agents for Client Services in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Welcome 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 toolsDraft client proposals from account managers' discovery notes.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsPrepare client handoff views with only the selected records.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
13 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 toolsEmail the current client proof to its reviewer with a decision deadline.
Your reviewer gets the current proof and a clear decision deadline by email when a card is ready for review.
16 toolsSend checked client meeting links when an old one fails.
Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.
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 toolsPass 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.
5 toolsAnswer 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.
8 toolsDeliver finished client packets to each contact and report failed emails.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 tools
