AI-Agents for Client Services in Sales Support working with monday.com
Match property listings, book viewings, draft proposals. Every one is ready to run, and you can adjust it in plain language.
Turn client project requests into scoped proposal drafts.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 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 toolsSend approved absence replies in client chats and alert their cover.
Customers get a reviewed reply while their usual contact is away. Urgent requests reach the teammate covering for them.
14 toolsDraft proposals for client work from account needs and approved fees.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.
14 toolsPrepare client complaint replies that follow escalation rules.
Your support rep gets a calm reply draft in the customer's email conversation, shaped by your escalation guide and ready to review before sending.
5 tools
