AI-Agents for Account Managers in Email Drafting working with Microsoft Office 365

Send prepared client emails and keep their replies beside each contact.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools

Email account managers the signer list and invitation time.

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools

Draft client answers using approved account details and email history.

Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.

Works with9 tools

Draft client cancellation replies using plan and renewal details.

You get a cancellation reply to review in the customer thread, plus an email with account facts and any policy question.

Works with6 tools

Turn teammates' email requests into client drafts for review.

Your client email drafts are ready to review, with the tone and details your teammates requested. You decide what to edit and send.

Works with5 tools