AI-Agents for Account Executives in Customer Messaging
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Call prospects about open decisions and flag the next step for each deal.
See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.
4 toolsPrepare quote discount replies for review before answering buyers.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Answer prospect emails in context and flag deal questions for review.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Send due quote follow-ups and flag prospects who respond.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Send tailored first emails and follow-ups to potential buyers.
Keep your sales outreach moving with personalized emails, due follow-ups, and a daily recap of replies that need you.
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.
Answer buyer texts with deal context and flag unresolved questions.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Text deal prospects about the next step when follow-up is due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
4 toolsSend approved deal agreements for signature and confirm the recipient.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 toolsBook consultations with qualified prospects on their calendar.
Ready prospects get time with their assigned representative and a confirmation email. Your team sees the booking on the lead.
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.
Prepare prospect replies that move sales conversations forward.
Get a sales email reply draft beside the prospect's message, shaped by your notes and ready for your review.
