AI-Agents for Account Executives in Client Services in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Turn prospect briefs into priced proposal drafts for review.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsDraft prospect proposals from post-call needs and approved rates.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell clients who covers their account and flag urgent deal emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsDraft buyer proposals from call recaps and approved pricing.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsSend approved replies to support requests sent to a sales contact.
Keep misdirected LinkedIn questions moving without writing the same response again. Your team reviews the reply before it goes out.
5 toolsAdd video links to prospect meetings and resend invitations.
Guests get a way to join remotely when your calendar invites need one, without you making calls and resending updates by hand.
5 toolsAttach the client's scope before the quote reaches approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsSend approved deal agreements to customers and share signing links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 toolsSend the final approved agreement to the deal's named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsDraft 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 toolsReturn 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 tools
