AI-Agents for Software working with RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Post Contract Summary

Summarize new customer agreements for contract record checks.

Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.

Works with18 tools
Send Sales Follow-Up Emails

Follow up with prospects evaluating software in an existing email thread.

Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.

Works with19 tools
Update First-Email Status

Mark delivered first emails for software prospects.

Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.

Works with34 tools
Acknowledge Portal Requests

Send users a ticket link and issue summary for new support requests.

Your customers get a reply with their ticket link after a confirmed match. Your support team hears about requests that need attention.

Works with34 tools
Delete Google Chat Message

Correct an outdated incident update in the same team chat.

Your lead signs off on the post and correction you choose. Your team sees the correction after removal. You get an email with the outcome.

Works with8 tools
Remove Channel Members

Remove departing teammates from product and engineering channels.

Your roster shows which channel removals worked and which memberships still need attention after a departure or role change.

Works with9 tools
Answer Team Questions

Answer product team questions from shared docs and name the source files.

Your teammates get answers in the same chat conversation, with document names they can check for themselves.

Works with12 tools
Draft Testimonial Caption

Prepare customer quote captions for paired graphics and review.

Get a testimonial social media post caption that fits its graphic and honors the customer's sharing permission, ready for your review.

Works with16 tools
Post Contract Executive Summary

Share signed customer agreements with terms and renewal dates.

Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.

Works with15 tools
Create Paid Invoice PDFs

Send paid invoice PDFs for software payments and flag delivery gaps.

Your customers get a paid invoice PDF after payment, and your billing team hears when an invoice or email needs attention.

Works with18 tools
Add Colleagues to Channels

Add new hires to approved team channels and flag access gaps.

Give new colleagues the channel access their onboarding checklist calls for, with a clear list of what worked and what needs your attention.

Works with8 tools
Create Tracking Links

Verify campaign links lead prospects to the intended landing pages.

Your media buyer gets campaign links ready for placement, with tagging and destination problems called out before they reach an ad.

Works with16 tools