AI-Agents for Sales Representatives working with Formstack

Draft prospect proposals with supported prices and questions to resolve.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Works with29 tools

Answer new prospects' service questions before personal follow-up.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools

Draft a prospect email tailored to the contact's role and company priorities.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools

Draft first emails around each prospect's stated request for review.

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools

Flag suspect prospect emails before the first follow-up.

Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.

Works with33 tools