AI-Agents for Client Services working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Sort client correspondence and flag requests needing attention.
Your work inbox shows clear categories, with urgent or customer-facing requests easy to find under Needs Attention.
6 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 toolsPrepare 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.
13 toolsDraft client cancellation replies with account terms for review.
You get a cancellation reply to review in the customer thread, plus an email with account facts and any policy question.
6 toolsRemind account teams when agreed client work is due.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
22 toolsRemind account teams before assigned client work comes due.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
22 toolsSend checked client meeting links when an old one fails.
Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.
6 toolsSchedule flagged client meetings from email and send review links.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
5 toolsArchive recent unstarred mail so starred client messages stay visible.
Keep starred emails in view while recent unstarred messages leave your inbox each day. Choose when the cleanup runs.
6 toolsDraft client emails from teammates' instructions for review.
Your client email drafts are ready to review, with the tone and details your teammates requested. You decide what to edit and send.
5 toolsPrioritize client emails needing a reply over routine updates.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
6 toolsFind available times with the right teammate for each client.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
5 tools
