AI-Agents for Sales Managers in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Attach Scopes to Quotes
Bring the latest client scope into each draft quote for approval.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
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Draft Business Proposal
Prepare proposal drafts with approved costs and open questions.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
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Send Text Message Replies
Send approved answers to sales leads and flag questions for reps.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
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