AI-Agents for Intake in Request Intake working with Superchat
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
Send Chat Auto Replies
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 with
8 tools
8 tools
Draft First Chat Replies
Draft first answers to new inquiries for owner review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
Works with
22 tools
22 tools
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