AI-Agents for Sales Representatives in Customer Messaging working with monday.com
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send a relevant follow-up when a prospect goes quiet after your reply.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 toolsShow the ad request and checked contact details before follow-up.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
4 toolsMake promised callbacks and put each prospect's answer in the sales record.
See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.
4 toolsDraft first answers to buyers' questions for review.
Get a suggested first reply in your private review chat, alongside the customer's question and any detail that needs your judgment.
22 toolsDraft price replies without promising unapproved concessions.
You get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Draft customer replies without promising an unauthorized price.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Send a first answer to new leads and flag questions needing a personal reply.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
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.
