Manufacturing
Logistics
Real Estate
Retail
Finance
Healthcare
Hospitality
Automotive
Agents Store
Sales
Offer Personalization Agent
Automatically creates tailored proposals with dynamic bundles, pricing, and compliant messaging based on detailed customer personas.
Sales
Offer Customization Intelligence Agent
Identifies emerging high-value customer segments and recommends optimized upsell and cross-sell focus areas.
Sales
Offer Compliance Automation Agent
Streamlines post-approval proposal processing by updating core systems and generating audit-ready compliance records.
Sales
Engagement Insight Capture Agent
Consolidates and interprets customer engagement, sentiment, and intent signals to unlock actionable post-proposal sales opportunities.
Sales
Customer Feedback Insights Agent
Aggregates and analyzes feedback from post-proposal engagements to inform ongoing account strategies and service improvements.
Sales
Regulatory Compliance Assurance Agent
Evaluates strategy documents and scenario plans against current regulatory and policy requirements to ensure compliance before approval.
Sales
Customer Needs Intelligence Agent
Aggregates, analyzes, and identifies customer needs to flag churn risks and upsell opportunities for timely, targeted engagement.
Sales
Inquiry Follow-up Optimization Agent
Automates inquiry intake, handles routine resolutions, classifies complex requests, and routes cases with context to speed follow-up execution.
Sales
Follow-up Intelligence Agent
Automatically aggregates context, identifies follow-up actions, and generates next-step recommendations to streamline cross-team customer engagement.
Sales
Deal Closure Compliance Agent
Automatically synchronizes post-deal data across business systems and flags documentation or compliance gaps for immediate resolution.
Sales
Customer Prioritization Agent
Unifies, segments, and prioritizes customers using integrated data to drive targeted upselling and cross-selling.
Sales
Contract Finalization Agent
Automatically generates, validates, and finalizes contracts while ensuring policy compliance and seamless cross-system alignment.
Sales
Product Matching Insight Agent
Captures customer responses, identifies intent, and triggers the right next action to accelerate upsell and cross-sell decisions.
Sales
Product Matching Data Intelligence Agent
Identifies missing customer data, drives targeted outreach to collect required information, validates submissions and updates master records to enable precise upsell and cross-sell recommendations.
Sales
Product Matching Data Integrity Agent
Continuously monitors and validates customer data for completeness, accuracy, and recency, triggering targeted remediation to maintain high-quality customer profiles.
Sales
Product Matching Compliance Agent
Automates extraction, audit, and synchronization of upsell interaction records across CRM and ERP for compliance assurance.
Sales
Product Matching Approval Intelligence Agent
Streamlines proposal routing, guided review, and risk visibility to accelerate informed upsell and cross-sell approvals.
Sales
Customer Profile Unification Agent
Creates a single, trusted customer profile by aggregating and harmonizing data across systems and enriching incomplete records.
Sales AI Agents Store
Offer Personalization Agent
Automatically creates tailored proposals with dynamic bundles, pricing, and compliant messaging based on detailed customer personas.
Offer Customization Intelligence Agent
Identifies emerging high-value customer segments and recommends optimized upsell and cross-sell focus areas.
Offer Compliance Automation Agent
Streamlines post-approval proposal processing by updating core systems and generating audit-ready compliance records.
Engagement Insight Capture Agent
Consolidates and interprets customer engagement, sentiment, and intent signals to unlock actionable post-proposal sales opportunities.
Customer Feedback Insights Agent
Aggregates and analyzes feedback from post-proposal engagements to inform ongoing account strategies and service improvements.
Regulatory Compliance Assurance Agent
Evaluates strategy documents and scenario plans against current regulatory and policy requirements to ensure compliance before approval.
Customer Needs Intelligence Agent
Aggregates, analyzes, and identifies customer needs to flag churn risks and upsell opportunities for timely, targeted engagement.
Inquiry Follow-up Optimization Agent
Automates inquiry intake, handles routine resolutions, classifies complex requests, and routes cases with context to speed follow-up execution.
Follow-up Intelligence Agent
Automatically aggregates context, identifies follow-up actions, and generates next-step recommendations to streamline cross-team customer engagement.
Deal Closure Compliance Agent
Automatically synchronizes post-deal data across business systems and flags documentation or compliance gaps for immediate resolution.
Customer Prioritization Agent
Unifies, segments, and prioritizes customers using integrated data to drive targeted upselling and cross-selling.
Contract Finalization Agent
Automatically generates, validates, and finalizes contracts while ensuring policy compliance and seamless cross-system alignment.
Product Matching Insight Agent
Captures customer responses, identifies intent, and triggers the right next action to accelerate upsell and cross-sell decisions.
Product Matching Data Intelligence Agent
Identifies missing customer data, drives targeted outreach to collect required information, validates submissions and updates master records to enable precise upsell and cross-sell recommendations.
Product Matching Data Integrity Agent
Continuously monitors and validates customer data for completeness, accuracy, and recency, triggering targeted remediation to maintain high-quality customer profiles.
Product Matching Compliance Agent
Automates extraction, audit, and synchronization of upsell interaction records across CRM and ERP for compliance assurance.
Product Matching Approval Intelligence Agent
Streamlines proposal routing, guided review, and risk visibility to accelerate informed upsell and cross-sell approvals.
Customer Profile Unification Agent
Creates a single, trusted customer profile by aggregating and harmonizing data across systems and enriching incomplete records.