AI-Agents for Sales Representatives in Customer Messaging
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Ask quoted prospects about their decisions on the agreed date.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
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.
Answer prospect texts and track questions needing a personal reply.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
Send due follow-up texts shaped by each prospect's last reply.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.
4 toolsPut ready prospects on their calendar for consultations.
Ready prospects get time with their assigned representative and a confirmation email. Your team sees the booking on the lead.
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.
Prepare replies to prospect questions using the sales history.
Get a sales email reply draft beside the prospect's message, shaped by your notes and ready for your review.
Send promised check-ins and flag prospect replies in your inbox.
Your promised sales follow-ups go out on the dates prospects choose, and you hear whether they answer.
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.
