AI-Agents for Sales Representatives in Client Services
Agents help Sales Representatives start prospect conversations and keep follow-ups clear.
Draft prospect proposals with supported prices and questions to resolve.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsCreate proposal drafts from prospect needs 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 toolsCheck buyer meeting confirmations and draft replies about conflicts.
Get a reply draft for meeting and appointment confirmations, with calendar differences or scheduling conflicts called out before you send.
5 toolsConfirm prospect meetings after checking the agreed time and place.
Your clients get appointment confirmation emails with a link to change the time, while your scheduler sees bookings that conflict with the email exchange.
5 toolsFind the right sales meeting link for a prospect follow-up.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsDraft customer proposals from deal 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 toolsAdd video links to booked client sales calls.
You and your client get the same joining link in the updated invitation for a video appointment.
Schedule personalized customer follow-ups and log actual sends.
Your follow-up texts are scheduled for the time you choose, and the contact shows what went out or why a text was held.
Put full customer call transcripts where follow-up begins.
You can read the full transcript on the right customer's call timeline before following up, without searching for the recording.
Draft prospect replies that avoid unsupported offers.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Send approved customer agreements with a short signing note.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
