AI-Agents for Customer Messaging working with Microsoft Office 365

Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.

Book Meetings From Email

Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.

Works with10 tools
Schedule Caller Appointments

Your callers and staff get the same confirmed time and location after you email the caller's preferred times.

Works with10 tools
Draft Email Replies

Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.

Works with9 tools
Send Client Welcome Email

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
Send Client Welcome Email

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Send Handoff Notes

See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.

Works with19 tools
Send Sales Call Follow-Ups

Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.

Works with25 tools
Send Sales Meeting Follow-Up

Your prospect gets a sales meeting follow-up email with the promised material and agreed next step, and you stay copied.

Works with9 tools
Update Lead Follow-Up Status

Your Zoho CRM leads show whether someone sent a first reply, and owners get a clear task when outreach is still due.

Works with15 tools
Book Round Robin Appointments

Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.

Works with29 tools
Send Seller Lead Emails

Give homeowners a relevant first reply while your sales Agent gets the property details and questions needed for the next conversation.

Works with35 tools
Book Round Robin Meetings

Your meeting requests become round robin bookings, with an available host named in the confirmation email.

Works with10 tools
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