AI-Agents for Handoffs working with Microsoft Dynamics 365 CRM

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

Works with29 tools

Your introduction replies are ready to review in the original thread, and a private chat message points you to the draft.

Works with24 tools

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools

Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.

Works with9 tools

Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.

Works with36 tools

Your signers get the agreement to sign, and your seller sees the invitation details on the deal.

Works with12 tools

Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.

Works with25 tools

Clear the data entry from your lead generation handoff. Your sales team gets new contacts for follow-up and a clear review list.

Works with34 tools

Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.

Works with12 tools

Give your team a customer service reply draft in the chat, with relevant account context ready for review before anyone sends it.

Works with8 tools

Customer problems reach your support queue, and the case number appears on the account for easy follow-up.

Works with9 tools

Your job offer letter draft appears on the offer request, ready for recruiter review before anyone sends it to the candidate.

Works with9 tools