Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Confirm incoming client appointments with an assigned host.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Book emailed appointment requests with available staff and reply with details.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Answer common visitor questions and flag requests needing staff help.
Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.
Give visitors early appointment options with a named host.
Offer the earliest round robin meeting times with a named teammate and a link that books that person.
Draft first answers to guest chats for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.