Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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 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.
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.
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.
Welcome 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.
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.
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.