AI-Agents for Account Managers in Sales in Request Intake working with Gmail
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Prepare client proposals from emailed needs and approved costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsSend approved absence replies to clients and flag urgent account needs.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to client emails and route urgent account requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsBook client check-ins and confirm the meeting by email.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsWelcome signed clients and receive a copy of each message.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 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 toolsPrepare client proposals that preserve agreed scope and costs.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 tools
