AI-Agents for Account Managers in Request Intake working with Heyflow
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Draft Business Proposal
Draft new project proposals from client requests and approved rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Works with
29 tools
29 tools
Route Lead Ad Inquiries
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.
Works with
12 tools
12 tools
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