AI-Agents for Handoffs working with Keap

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Export Spreadsheet Tab

Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.

Works with33 tools
Draft and Send Outreach

Your automated outreach starts with buyers who fit your profile. Review tailored emails before sending, then see every message and result in your sheet.

Works with25 tools
Escalate Customer Chats

Get a focused question in a private group chat and the handoff link in your inbox when a customer chat needs a teammate's judgment.

Works with32 tools
Send Notes by Email

You can send a ready note to saved contacts with its attachments and see the send result in the note.

Works with18 tools
Create Markdown Review Pages

Your reviewers get a readable page in your knowledge base, with the submitted links and tables checked before they receive the link.

Works with45 tools
Send Agreement for Signature

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Flag Duplicate Files

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Request Renewal Signatures

Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.

Works with26 tools
Send New Lead Emails

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 Purchase Orders

Purchase order drafts show what parts you need to buy, and an email points out customer orders that may ship late.

Works with28 tools
Notify Deal Owners

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools
Draft Offer Letters

Your job offer letters are ready to review with your current template and agreed terms. Recruiters get links to their unsent drafts.

Works with25 tools
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