Automates email handling for account managers in sales.
Sales & Business DevelopmentAutomates email handling for account managers in sales.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: proposal, RFP, quotation, contract renewal, urgent support, pricing OR from: clients@company.com, sales@, @business.com
1. If 'proposal' or 'RFP' is mentioned, search documents for relevant templates. Forward email with completed proposal to proposals@salescompany.com and cc the requester. 2. If 'contract renewal' is in the subject, search documents for renewal terms and client history. Reply with renewal options and deadlines, then forward to contracts@salescompany.com. 3. For 'urgent support' requests, forward to support@salescompany.com with high priority. Track response time in CRM. 4. If 'pricing' is in the subject, search for approved price lists and reply with the appropriate pricing details. Label email as 'pricing' for tracking. 5. Always mark as read and star emails from VIP clients.