AI-Agents for Client Services in Request Intake working with Microsoft Exchange

Draft 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.

Works with10 tools

Prepare 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.

Works with13 tools

Add video links to client meetings and send revised invitations.

Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.

Works with5 tools