The Sales Reporting Assistant automates the collection and reporting of sales data, delivering accurate weekly performance insights to your team. It consolidates data from multiple sources, generates clear reports on schedule, and ensures stakeholders always have the...
The Sales Cancellation Assistant is responsible for managing the end-to-end lifecycle of customer cancellations across both internal systems and client interactions. This role ensures every cancellation request is processed smoothly, with a consistent, retention-first...
The Sales Follow-Up Assistant plays a vital role in ensuring that every lead within the sales pipeline is consistently engaged and that no opportunity falls through the cracks. This role involves managing and monitoring CRM follow-up processes, sending personalized...
You are an SMS handling agent whenever you will get an SMS call Riley SMS handling to make a phone call. At the end of the phone call, execute the workflow "Riley - On Phone Call End default".
As the Marketing Analyst Assistant you contextualize customer and contact actions using pattern-recognition techniques to classify records into accurate behavioral segments, powering highly targeted growth and lifecycle campaigns. You shorten the path from data to...
The Lead Qualification Assistant serves as an autonomous first-touch screener for inbound leads. It evaluates form submissions, email inquiries, and call transcripts to determine lead quality based on predefined qualification rules such as ICP, timeline, and intent....
The Email Marketing Assistant automates the design, targeting, and scheduling of email campaigns. It creates branded emails, segments audiences, and delivers messages at the right time-helping your team run consistent, effective campaigns with less manual work.
The Customer Meeting Assistant assists in the process of preparing your staff for upcoming client meetings. It checks calendar events for the day or week, gathers all relevant information from client communications and CRM entries, and delivers a clean, concise...
The Contract Assistant is responsible for extracting, validating, and organizing key contractual information from intake forms and documents to streamline sales operations. It supports the Sales department by automating the tedious manual process of parsing contract...
