AI-Agents for Client Services in Request Intake working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Turn client project requests into scoped proposal drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsKeep client bookings current and offer alternatives when times conflict.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
29 toolsSend approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsTurn client requirements into scoped proposals with approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSend 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 toolsSend approved replies from absent contacts and route urgent client requests.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 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 toolsBook client check-ins and reply with confirmed times.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsSend a newly added client the current meeting details.
Your new guest gets the current meeting time and joining details by email, while you get a confirmation without emailing the other guests.
7 toolsReply to clients with draft briefs and questions about open choices.
Your team gets a draft video brief from the client's intake packet. Your client gets clear questions about choices still open.
8 toolsWelcome new clients with project details and a shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome signed clients with the scope and next steps agreed with them.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 tools
