Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Draft replies to partner introductions with a suggested next step.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
Prepare filtered partner data views for handoff as CSVs.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.