AI-Agents for Account Executives in Client Services in Request Intake working with Gmail
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft and Send Proposals
Draft 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.
Works with
5 tools
5 tools
Send Out-of-Office Replies
Tell 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.
Works with
10 tools
10 tools
Draft Business Proposal
Draft 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.
Works with
10 tools
10 tools
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