AI-Agents for Account Managers in Request Intake working with Podio
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
29 toolsPrepare client proposals from discovery notes and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsAcknowledge client messages when their usual account contact is away.
Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.
14 toolsPut 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.
9 toolsDraft client proposals from account needs and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsGet urgent account complaints with a clear reason for follow-up.
Your serious customer complaints stand out with a reason for follow-up, and the responsible person gets an email.
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.
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