AI-Agents for Intake in Request Intake working with ServiceM8
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send Client Welcome Email
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 with
24 tools
24 tools
Book Round Robin Appointments
Book new client requests with the right available team member.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Works with
29 tools
29 tools
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