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.
Send approved client agreements and keep their signing links close.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Resend current client meeting invites when contacts ask for access.
Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.
Draft replies to client questions from the text thread.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
15 toolsDraft replies to client requests using the full exchange.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Answer lodging requests with hotel options that fit each client's trip.
Your clients get a short list of city hotels with full-stay prices and booking links, drawn from offers already in your travel inbox.
Send approved service agreements to clients by email.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
