AI-Agents for Client Services in Request Intake working with Front
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send proposed client replies to the person who owns the conversation.
Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.
24 toolsReply 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.
12 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 toolsSend 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.
14 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.
