AI-Agents for Account Executives 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.
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 toolsDraft a new client proposal from discovery notes and approved costs.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Put 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.
Draft prospect proposals for review from deal notes and approved terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Prepare a deal proposal with approved costs and visible gaps.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
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.
Send 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 toolsAdd qualified contacts from saved profiles to the outreach list.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
Book 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.
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.
