The AI Sales Training Agent is designed to help sales staff build confidence and sharpen their skills by running practice simulations that mirror real customer scenarios. It provides a safe environment for team members to rehearse calls, handle objections, and refine...
The Sales Support Advisor monitors your client communication channels to identify objections in real-time and respond with strategic, pre-approved messaging. It scrapes emails and meeting transcripts for common pushbacks/objections - such as pricing concerns, timeline...
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 Reporting Assistant takes all your important business data-like sales numbers, marketing results, and operational metrics-and turns it into clear, easy-to-understand reports. Instead of piecing together information from different tools such as CRMs, spreadsheets,...
The Project Management Assistant helps teams-from marketing campaign managers to field service coordinators-stay firmly within their agreed Statement of Work. This Assistant reads your proposals, statements of work, meeting transcripts and project-board notes to catch...
The Performance Tracker helps your business stay on top of its most important goals by keeping all your key metrics accurate, aligned, and easy to understand. It brings together data from different sources, organizes it into clear dashboards, and delivers timely...
The Dashboard Maintenance Assistant safeguards the accuracy, consistency, and structure of existing business dashboards. Supporting operational and strategic decision-making, it monitors real-time data syncing from platforms like CRMs, Google Sheets, and analytics...
The Automated Onboarding Agent is responsible for delivering a seamless, scalable, and structured onboarding experience for new SaaS clients. Supporting the Customer Success and Implementation teams, this agent ensures that every customer is welcomed, guided, and...
