AI-Agents for Account Executives in Request Intake working with Microsoft Exchange
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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
Add Video Meeting Links
Add 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.
Works with
5 tools
5 tools
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