AI-Agents for Sales in Request Intake working with Gmail
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep phone leads and follow-up status in the lead sheet.
Your buyer and seller voicemails become lead sheet entries, with caller texts when possible and alerts for urgent or unclear calls.
11 toolsAnswer item availability requests with a current page check.
Get dated stock answers from public product pages, with relevant changes flagged and confirmed findings recorded in your log.
9 toolsSend priced proposals that reflect each prospect's emailed needs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
5 toolsTell clients who covers their sales contact and flag urgent deal emails.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
10 toolsReply to prospect email and route urgent deal requests to the backup.
Your senders hear back while you're away, and your backup sees requests that need attention before you return.
12 toolsBook prospect meetings and confirm the calendar time by email.
Get meeting requests booked when the time is open, plus answers to schedule questions in the same email thread.
10 toolsWelcome signed clients with the scope promised in their agreement.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 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 toolsBook 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 tools
