AI-Agents for Client Services in Sales Operations working with Microsoft Exchange
Log replies, send outreach emails, book lead meetings. Every one is ready to run, and you can adjust it in plain language.
Send approved client renewals and confirm the invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
26 toolsBook client check-ins and reply with confirmed times.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsBook incoming client meetings across available team members.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
10 toolsMove client meeting requests from email to booked calls.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
6 toolsDraft client proposals from account managers' discovery notes.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 tools
