AI-Agents for Sales Representatives in Handoffs
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Draft 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.
Build verified contact lists for sales outreach.
Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.
Build a sourced lead list for your territory plan.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
Draft client proposals for review with approved scope and price.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing 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.
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.
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 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.
Find prospects who fit the campaign and see reasons for their rank.
Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.
