AI-Agents for Request Intake in Consulting working with Chatwork
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Reply to client email and hand off requests due before the consultant returns.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsKeep client engagement rosters aligned with approved private channels.
Keep confidential project rosters and private Teams channels in sync, with owner approval and team access checked before anyone joins.
10 toolsClear former project staff from client engagement channels.
Your roster shows which channel removals worked and which memberships still need attention after a departure or role change.
9 toolsSuggest shared openings for consultants across regional offices.
Get meeting options that fit your team's calendars and work hours, with local times for every office in the request chat.
8 toolsFind shared openings for client engagement teams.
Find a meeting time that works for everyone without comparing calendars yourself. Get shared openings back in the same team chat.
8 toolsFind shared meeting times for consultants working across client regions.
Get meeting options across time zones, based on your team's current calendars and the local hours you choose for each person.
8 toolsPut consultants' receipts in the expense log for review.
Your expense tracker gets linked receipt entries from work chat, with unclear amounts or dates called out for review.
9 toolsAdd eligible teammates to private client engagement channels.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
19 toolsPlace new consultants in approved project channels and flag access gaps.
Give new colleagues the channel access their onboarding checklist calls for, with a clear list of what worked and what needs your attention.
8 toolsFind meeting times for consultants in different offices and time zones.
Get meeting options everyone can attend across time zones, with local times for each person, right in the chat where you asked.
7 toolsDraft answers to client questions from the shared thread and guide.
Get a reply draft in the same chat thread, with unclear facts called out so you can review the wording before you answer the sender.
7 toolsAdd client collaborators to one engagement channel with approval.
People can join the Microsoft Teams shared channel they need without joining the whole team. You get a clear answer when access needs approval.
7 tools
