Integrations · Productivity
AgentWorks agents connect to Zoom and automate scheduling, documents and project work.
Video meetings used by many client-facing businesses. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.
Get my Industry AssessmentWhat the agent does in Zoom
- Your scheduling agent sends the Zoom link with every booked consultation.
- It writes the follow-up email from the meeting notes for your approval.
- It records the meeting outcome on the client record.
Where the work is recorded
An agent that cannot record what it did is a chatbot. Every agent writes meetings booked, documents sent and tasks created, on the right record, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.
