AI-Agents for Client Services working with Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

Send Morning Briefing

Rank client-related replies and pending service follow-ups.

Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.

Works with14 tools
Clean Up Your Inbox

Label client messages worth keeping and explain discarded mail.

Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.

Works with16 tools
Summarize Team Email

Surface client questions that still need an answer.

Keep your team current with an email summarizer that posts morning and evening inbox digests, including requests and deadlines.

Works with20 tools
Report Proof Access

Show which client reviewers can open proofs before their reviews are due.

Your production team gets a morning view of who can open today's and tomorrow's proofs, with clear flags for reviews that need a fix or manual check.

Works with19 tools
Acknowledge Portal Requests

Give clients a ticket link for service requests or flag missing tickets.

Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.

Works with34 tools
Choose Booking Links

Match client meeting requests to the right booking page.

Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.

Works with8 tools
Find Shared Meeting Times

Find client session times when all assigned team members can join.

Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.

Works with7 tools
Share Booking Links

Find the right host's booking link for a client meeting.

Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.

Works with9 tools
Draft Message Replies

Draft client replies that match approved team guidance.

Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.

Works with7 tools
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