AI-Agents for Consultants in Customer Messaging
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send Quote Follow-Ups
Ask prospective clients about quoted engagements when follow-ups come due.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
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Transcribe Call Recordings
Make recorded client conversations readable in customer history.
You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.
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Draft Email Replies
Draft a client reply that reflects earlier project discussions.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
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