AI-Agents for Account Executives in Handoffs

Start approved prospect conversations with one researched email.

Your lead approves a target account, and you get a relevant first email or a clear reason to review it.

Works with5 tools

Send tailored first emails to approved target accounts.

Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.

Works with5 tools

Send approved proposals to buyers and get a clear send receipt.

Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.

Works with6 tools

Find the right discovery or demo link to send a prospect.

Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.

Works with8 tools

Send 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.

Works with5 tools

Combine deal PDFs into one proposal packet for the account team.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Works with5 tools

Reopen review when a client's proposal changes after a decision.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Works with11 tools

Show why your client proposal needs revision before resubmission.

Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.

Works with6 tools

Add rejected client proposals to your task list with the reviewer's reason.

Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.

Works with13 tools

Send approved proposals to prospects and confirm the link is active.

Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.

Works with4 tools

Send approved deal agreements to signers and log the invitation on the deal.

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools

Send approved sales agreements for signature and share signer links.

Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.

Works with5 tools