AI-Agents for Client Services working with Microsoft Office 365
Every one is ready to run, and you can adjust it in plain language.
Turn flagged client requests into clear follow-up tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
6 toolsCheck client visit details before sending a confirmation and change link.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
5 toolsAnswer common client questions and flag unusual requests for the owner.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
8 toolsDeliver finished client packets to each contact and report failed emails.
Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.
5 toolsSend new clients their kickoff details and flag handoff gaps.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsAdd video links to client meetings and send revised invitations.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
5 toolsGive agreement owners links to signed copies and their audit pages.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsKeep client meeting commitments available for team follow-up.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
7 toolsShare approved project tracker slices with external partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
6 toolsHold client handoffs until changed proposals receive a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
11 toolsOrganize shared project files for client delivery handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
12 toolsFind the right client appointment link for a reply.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 tools
