AI-Agents for Client Services in Request Intake working with Zoom
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send client agreements after approval and record the send status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 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 toolsSend approved client agreements and keep their signing links close.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Resend current client meeting invites when contacts ask for access.
Get the current invitation back to guests who report a missing invite or old video link, with a clear send result for you.
Draft 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.
15 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.
Answer lodging requests with hotel options that fit each client's trip.
Your clients get a short list of city hotels with full-stay prices and booking links, drawn from offers already in your travel inbox.
