AI-Agents for Consulting working with Chatwork
Keep your team focused and working together with Chatwork's team chat, tasks, video chats, and more in one place.
Summarize prospective client deals by stage for Monday's review.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsFollow up on a prospective client's stated project need in the original thread.
Your follow-ups to sales leads go into the original email thread, and replies reach your chat so you can take over.
16 toolsDraft replies to client introductions using notes on the people involved.
Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.
24 toolsRemove work labels from client emails when linked tasks finish.
Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.
9 toolsMove labeled client requests into a shared task list without duplicates.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
12 toolsKeep client engagement mail and explain each cleanup decision.
Your inbox stays clearer each week as clearly unwanted mail goes to trash and you get an explanation for every decision in your private chat.
16 toolsReply 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 toolsPost client meeting links in the project team's channel and confirm delivery.
Your group gets the meeting link and start time in its channel, and the organizer gets a reply confirming delivery.
18 toolsShare engagement scope and payment terms from signed agreements.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
10 toolsBring client updates and unanswered questions into team chat.
Keep your team current with an email summarizer that posts morning and evening inbox digests, including requests and deadlines.
20 toolsLabel client requests needing a reply and project updates by purpose.
Spot emails that need a reply or other attention, while your remaining inbox messages get labels that explain their purpose.
11 toolsInvite prospective clients to discuss the advice they asked about.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
12 tools
