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AI-Agents for Client Delivery Managers in Sales in Handoffs

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Summarize Signed Agreements

Flag delivery commitments in signed client agreements for team review.

Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.

Send Client Welcome Email

Start signed client projects with a welcome and first steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Review Proposal Revisions

Hold client handoffs until revised proposals have a fresh review.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.