AI-Agents for Client Services in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft proposals for client work from account needs and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsConfirm client appointments and share their purpose with assigned staff.
Your clients and staff get a confirmed appointment time and purpose when a booking request fits your service and staff calendar.
Confirm client meeting times and retain booking notes.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
Find live client call times for the right meeting type.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 toolsShare client call options in their time zones with booking links.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsFind early client appointments with qualified teammates.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.
4 toolsHand client issues to support with their details and files attached.
Your intake queue shows the ticket number and link. Support gets the issue and files at the urgency your rules call for.
5 toolsOpen cases from flagged client accounts and log the number for follow-up.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.
9 toolsSend client agreements after approval and record the send status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsAlert deliverable owners to review cards still missing due dates.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.
10 toolsKeep each draft client quote paired with the latest scope PDF.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Route client support cases with context from earlier requests.
Your team gets clear support cases with owners. Everyone knows which case number to work from.
9 tools
