AI-Agents for Sales Representatives 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.
Prepare checked trade show contacts for sales follow-up.
Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.
Prepare a proposal for a prospect using the approved sample.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
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.
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.
Turn saved prospect profiles into verified outreach contacts.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
Put 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.
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.
