AI-Agents for Client Services working with Microsoft Exchange
Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
Send 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 toolsKeep emailed client decisions on the matching proof card.
Your review cards show who made a proof decision and which file they saw. The reply time stays with the decision.
14 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 toolsSend approved client handoffs with files and track each recipient's status.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
19 toolsBook 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 toolsLabel client emails needing a reply and updates by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
11 toolsMark urgent client requests and sort messages by topic.
Your inbox shows email topics and importance, making client, supplier, and team requests easier to follow up.
7 toolsConfirm client appointments with the time and review link.
Your visitors get appointment confirmation emails with the booked time and a review link. Your coordinator hears about conflicts before a confirmation goes out.
26 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 tools
