AI-Agents for Sales Representatives in Client Services working with Microsoft Office 365

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.

Works with29 tools

Confirm 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.

Works with5 tools

Find 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.

Works with8 tools