Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Send due prospect emails and surface replies for personal follow-up.
Keep your sales outreach moving with personalized emails, due follow-ups, and a daily recap of replies that need you.
Draft replies to buyer questions using approved details.
Get a reply draft in your private chat when a customer texts your work number, with a link to the conversation for context.
Send approved customer agreements for signature and confirm when sent.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
Draft prospect replies without making unsupported promises.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
Save prospect reply drafts for salespeople to review.
Get a sales email reply draft beside the prospect's message, shaped by your notes and ready for your review.
Send approved sales agreements with a signing deadline.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.