AI-Agents for Account Managers in Evidence Checking working with Microsoft Office 365
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Summarize Signed Agreements
Post signed agreement terms and a file link for the account team to review.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Works with
10 tools
10 tools
Draft Email Replies
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 with
9 tools
9 tools
Draft Cancellation Email Replies
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 with
6 tools
6 tools
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