AI-Agents for Sales Representatives in Client Services 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.
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 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 toolsDraft 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.
