AI-Agents for Handoffs

Pass on decisions, carry revision notes, open supplier setup.

Draft RFP Proposal

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Email Meeting Transcripts

Get your saved live transcript by email after a meeting without a recording. Review the full discussion before writing minutes.

Works with5 tools
Forward Unresolved Emails

The next support person gets the full email history and attachments, while your first responder knows who took over.

Works with5 tools
Reply to Ad Leads

Your sales team sees which ad leads have a first email queued and which need personal follow-up, right in your lead management platform.

Works with4 tools
Send Bulk Outreach Emails

Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.

Works with7 tools
Send Buyer Lead Emails

Your buyer leads get a personal first reply about the home they asked about, while your sales Agent sees questions that need a closer look.

Works with4 tools
Send Chat Auto Replies

Your routine chats get the replies you chose, and chats needing a personal answer appear together in your inbox view.

Works with8 tools
Send Client Packets

Your finished packet goes to the people you name, with a delivery ledger showing failed addresses and messages still pending.

Works with5 tools
Send Cold Outreach Email

Your lead approves a target account, and you get a relevant first email or a clear reason to review it.

Works with5 tools
Send First Outreach Emails

Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.

Works with5 tools
Send Kickoff Welcome Email

Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.

Works with5 tools
Send RFP Proposals

Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.

Works with6 tools
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