AI-Agents for Consulting

File engagement documents by project and flag unclear filenames.

Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.

Works with18 tools

Report deal counts and amounts for prospective client engagements.

Get answers from your data analysis chatbot when teammates ask about the sales pipeline, with the deal filters behind each figure.

Works with34 tools

Add 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.

Works with19 tools

Place 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.

Works with8 tools

Find 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.

Works with7 tools

Find client session times when all assigned consultants can attend.

Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.

Works with7 tools

Check a consultant's booking page before sharing it for a client call.

Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.

Works with9 tools

Pause client engagement signoff when the scope changes in review chat.

Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.

Works with8 tools

Create missing client engagement folders for active projects.

Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.

Works with17 tools

Create a team call for a live client issue and reply with its link.

Get a fresh joining link in the same private chat where you ask for a call, ready to share with your team.

Works with11 tools

Draft 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.

Works with7 tools

Find a consultant's direct meeting link for client scheduling.

Your colleagues get a direct booking link they can forward, with the meeting type clear before an invitee books.

Works with5 tools