AI-Agents for Account Managers in Customer Messaging
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
See new ad inquiries from existing contacts on their accounts.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
12 toolsSchedule client follow-up texts and see what was actually sent.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Open a support case for each flagged customer problem and log its number.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.
9 toolsSend approved client agreements and confirm each request on the intake.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsDraft account price replies that reflect earlier offers.
You get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Draft policy-based replies to clients seeking lower quoted prices.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Put full client call transcripts 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.
Put a customer reply draft in your chat for review.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
15 toolsDraft client replies that reflect the full account conversation.
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 client agreements for signature and receive a copy.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
