AI-Agents for Handoffs working with Salesforce

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

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

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

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

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.

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.

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

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

Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.

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