Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Keep the support queue current and route serious complaints to the lead.
Your support queue stays current as emails arrive. Your lead hears about critical issues or upset customers, while routine requests get a reply using text you approve.
Handle appointment requests in chat and confirm the result by email.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Track account notice sends and flag customer details that need fixing.
Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.
Clear work labels from customer emails when related tasks finish.
Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.
Track labeled customer emails in a shared queue until work is done.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
Answer clear customer questions and flag complaints for review.
Common questions in your Twitter mentions get answers from wording you approve. Your community manager gets an email with links to replies and posts needing review.
Answer appointment requests with confirmations or available times.
Your clients get confirmed appointments and meeting links, or available times when their requests conflict with your schedule.
Reply to unanswered customer questions with approved answers.
Matching questions get answers in your public help forum, and your community lead sees what needs a personal reply.
Ensure customers receive confirmation for their booked visit.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.
Answer customer questions in comments and flag account issues.
Keep up with questions on your social posts: clear answers appear in comments, and your community lead gets links for personal follow-up.