AI-Agents for Request Intake in IT Services working with Microsoft Exchange
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send approved service contract renewals before their deadlines.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsDraft answers to client support emails for the responsible teammate to approve.
Your chosen approver gets a proposed reply beside the customer's message, ready to review before anyone answers.
24 toolsTell IT clients who covers their contact and flag urgent service requests.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsSend new IT clients their project details and shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome new IT clients with their agreed work and kickoff steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSchedule client project calls with the assigned host.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
6 toolsMatch client call requests to live openings during their local work hours.
Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.
9 toolsDraft service project proposals from discovery notes and approved rates.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsFind shared openings for colleagues on client projects.
Find a meeting time that works for everyone without comparing calendars yourself. Get shared openings back in the same team chat.
8 toolsFind shared openings for service teams working across time zones.
Get meeting options across time zones, based on your team's current calendars and the local hours you choose for each person.
8 toolsAdd joining links to remote client service meetings and update guests.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
5 toolsScreen service inquiries and prepare first emails for campaign review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 tools
