AI-Agents for Sales in Request Intake working with ServiceM8
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
Welcome signed clients with the scope promised in their agreement.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Works with
24 tools
24 tools
Book Round Robin Appointments
Route prospect meeting requests to available team members.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Works with
29 tools
29 tools
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