AI-Agents for Request Intake in IT Services working with Microsoft Office 365
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Log client problem reports and alert the team to urgent issues.
Your team can review problem reports in a shared sheet and spot urgent cases or logging failures in chat.
42 toolsPrice client project proposals against approved IT service offerings.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsAdd qualified client contacts to outreach and flag duplicate entries.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 toolsQualify prospective client contacts before the IT sales team reaches out.
Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.
8 toolsSend 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 service proposals from client requirements and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsLog client support issues and flag unclear urgency for review.
Your problem register stays current as reports arrive by email, with missing details called out and the original thread close at hand.
6 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 tools
