AI-Agents for Account Managers in Evidence Checking working with Podio
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Attach Scope Files
Put the client's submitted scope file on the quote for review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
Works with
9 tools
9 tools
Draft Text Replies
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.
Works with
15 tools
15 tools
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