AI-Agents for Sales in Request Intake working with Cognito Forms
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Prepare prospect proposals that sellers can review before sending.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
29 toolsRoute prospect meeting requests to available team members.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsPut the client's submitted scope beside the draft quote for deal review.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsPrepare qualified campaign leads and first emails for review.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsPut qualified website prospects on the outreach list.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
28 toolsBuild outbound campaigns from verified prospects and tailored emails.
See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.
22 tools
