Solutions for teams
Sales
From a website request to a won deal.
Requests from your site arrive as contacts and deals, quotes go out on your letterhead and come back accepted from a link, and a Mini catches the deals that went quiet. The Agent prepares the work; you decide what goes out.
What your sales team hands to the Agent.
Each job ends in something that exists on the deal, and each says where you decide. Every sales use case
Turn a website request into a deal
Pro and up.
A form on your site files each request as a contact, with the pages they read that day and where they came from, and opens a deal with its owner.
- You get
- A contact and a deal, with every field kept in a note.
- You decide
- Filing needs no one. A request that only looks like a known contact waits for a person.
The Agent drafts the quote from the deal, with your catalog prices and the discount you agreed. The customer opens the link and accepts it under their typed name.
- You get
- A numbered quote on your letterhead, and a won deal when it is accepted.
- You decide
- The draft is a card for your yes; you mark it sent and share the link yourself.
Say "add ten pro kits" in the chat, and the Agent makes a new revision with the new total.
- You get
- The new revision, with the old one kept as superseded and its link pointing to the new one.
- You decide
- A card for your yes.
Reply to a new request from your own address
A connected mailbox.
The Agent drafts the reply from the deal, and it goes from your own mailbox.
- You get
- The reply, sent and kept on the deal.
- You decide
- Sending asks first, unless you let the Agent send.
Say "set up the tasks after this call" and the Agent writes each one on the customer's record, with who does it and by when.
- You get
- Tasks on the customer, each with an assignee and a due date.
- You decide
- One card for each task.
Attach a photo of the cards in the chat, and the Agent reads each one.
- You get
- One contact for each card.
- You decide
- One press adds them all.
Standing jobs for Minis.
A Mini is a small agent with one job that repeats. It brings you the result; changes wait for your yes. About Minis
Quiet deals
Watches for deals with no activity for 14 days, says what happened last and the step most likely to move each one, and proposes the call.
Monday pipeline
Every Monday at 09:00, the open deals that need a call this week, most valuable first, each with its reason.
Deal stage moves
When a deal changes stage, what moved it, and a next step for the new stage.
What your team works in.
Every page of the product is on All features.
You decide what goes out.
The Agent works with the rights of the person it works for. What it prepares waits for your yes, and approval rules can name who decides an order over an amount or a quote over a discount.
Start with your next deal.
Bring your contacts in from a spreadsheet, and let the Agent prepare the next quote.