AI-Agents for Business Development in Exception Handling
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Find new openings at watched employers for prospecting.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
4 toolsSend signed-off client agreements to their named signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsFind work emails for contacts at new business accounts.
Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.
4 toolsFlag failed prospect outreach for review.
See reported delivery results beside the exact outreach email your team approved. Your register flags failed and unmatched sends for review.
5 toolsAssign prepared prospect leads and flag cases needing a decision.
Your sales lead tracker shows which leads are ready for follow-up and which need a routing decision, with links in a dated task.
6 toolsFind public profiles for potential client contacts before outreach.
You get public profile links when the details line up, plus clear notes on matches that need your review.
4 toolsKeep prospect roles current before new business outreach.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.
Capture prospect outreach as sent and flag changes from approved copy.
Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.
5 toolsSend approved new client agreements for signature.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
