AI-Agents for Intake in Handoffs working with Gmail

Acknowledge new service requests and flag details needed for follow-up.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools

Send complete client welcomes and flag missing intake details.

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

Acknowledge homeowner inquiries and hand open questions to sales.

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

Works with35 tools

Find a shared consultation link for incoming client meetings.

Give colleagues the right team booking link to forward, with clarity on which staff can take the meeting.

Works with5 tools

Find a checked client consultation link for the right host.

Get a checked replacement for an invitee's booking link, with the right host and meeting type, or a clear reason to follow up.

Works with6 tools

Reply to standard new inquiries and flag those needing a personal answer.

Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.

Works with8 tools