AI-Agents for Client Services in Request Intake working with Podio
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 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 toolsAsk item owners what decision to request from clients.
Your campaign owners get a prompt when a client review item lacks a decision question the client can answer.
12 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 toolsPut the client's submitted scope on the quote awaiting approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsDraft proposals for client work from account needs and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsAlert deliverable owners to review cards still missing due dates.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.
10 toolsKeep each draft client quote paired with the latest scope PDF.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Route client support cases with context from earlier requests.
Your team gets clear support cases with owners. Everyone knows which case number to work from.
9 toolsDraft 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.
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