AI-Agents for Sales Representatives in Sales Support working with monday.com

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.

Works with6 tools

Make 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.

Works with4 tools

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.

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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.

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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.

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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.

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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.

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