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.
Turn updated opportunity requirements into a proposal draft.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Add qualified partner prospects to the outreach register for follow-up.
Your outreach register gets qualified partner prospects, and you get a clear summary of contacts skipped or held for review.
Answer prospect texts and flag questions for the lead owner.
Prospects get a relevant text reply while you're busy, and you see any question that still needs a personal answer.
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.
15 toolsSend 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.
6 toolsAdd verified prospects from saved profiles to the outreach list.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
Book ready prospects with their assigned reps and confirm by email.
Ready prospects get time with their assigned representative and a confirmation email. Your team sees the booking on the lead.
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.
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.
