AI-Agents for Account Executives in Client Services
With Agents, Account Executives have more time to build trust and move deals forward.
Draft buyer proposals from deal notes and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsSchedule approved prospect follow-up texts at the chosen time.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Return current customer meeting times with booking links.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 toolsFind bookable sales call times in each buyer's time zone.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 toolsPut the latest client scope beside each draft quote for review.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Keep recorded sales calls readable on the right customer timeline.
You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.
Draft deal replies that reflect prior conversations.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Send approved deal agreements with a clear signing deadline.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
