AI-Agents for Sales in Request Intake
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book prospect meetings with available sales hosts and send confirmations.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
10 toolsPut client calls on the sales host's calendar and confirm the time.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
6 toolsFind prospect call slots the team can forward with booking links.
Get bookable options in your guest's work hours, with links ready to forward when you schedule a meeting across time zones.
9 toolsTurn discovery recaps into seller-owned proposal drafts.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
10 toolsGive deal owners a proposal draft to review before prospect delivery.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
8 toolsSend final customer agreements for signature.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsEmail clean lead contact details for prompt follow-up.
Your lead tracker gets clean contact details and a follow-up status, while your sales team gets the details by email.
7 toolsDraft buyer proposals with approved scope and prices for review.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsFind available hosts and booking links for inbound sales calls.
Your coordinator gets a short list of available times and the right booking link in the request conversation, ready to share.
5 toolsAdd new ad leads to the team's list and flag contacts needing review.
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.
36 toolsOffer prospects meeting times with an available regional host.
Give colleagues meeting choices within the guest's local hours, with a host and booking link for every time, right in the chat thread.
8 toolsFind prospect call times when the full sales team can attend.
Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.
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