AI-Agents for Client Services working with OneSignal

Keep client bookings current and offer alternatives when times conflict.

Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.

Works with29 tools

Send approved client renewals and confirm the invitation time.

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools

Send proposed client replies to the person who owns the conversation.

Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.

Works with24 tools

Send client birthday emails and record each successful send.

Your contacts receive birthday greetings in the tone you choose, and your contact sheet shows which emails went out and which need review.

Works with20 tools

Welcome 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.

Works with24 tools

Welcome 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.

Works with24 tools

Confirm 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.

Works with26 tools

Remind 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.

Works with22 tools

Remind 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.

Works with22 tools