AI-Agents for Client Services in Request Intake working with Gmail
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book incoming client meetings across available team members.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
10 toolsMove client meeting requests from email to booked calls.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
6 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 toolsFind available times with the right teammate for each client.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
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 toolsSend new clients their kickoff details and flag handoff gaps.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 tools
