AI & automation
Better conversations.
Built on real context.
Write with the customer, quote and parts already in view. Refine your message with AI, and keep opportunities moving with relevant, automated follow-ups.
New Message
DraftEnrich with AI
Your expertise.
A clearer message.
Open AI beside the draft you’re writing. Choose a saved prompt or give your own direction, then select the conversation, order and part context to bring into the reply. Refine a quote introduction, answer a customer question or prepare the next follow-up in the same composer.
New Message
DraftOps Sync
The customer’s work.
Beside the conversation.
Match an email recipient to their customer record and bring open deals, active orders and past purchases into view. See values, status and ownership beside the conversation, so an answer doesn’t start with a search through another screen.
Move from a customer’s message to the relevant order, or bring that operational context into an AI-assisted reply. Sales and production stay part of the same conversation.
Re: Your sensor mounts
Could you confirm where the current order is, and help me with the next batch?
Open Deals
Quotes and pre-production stages
Active Orders
In production or awaiting fulfillment
Past Orders
Recently fulfilled or completed
Keep the conversation going
An unfinished quote.
A useful next step.
Reach customers who left a quote or cart unfinished with an AI-written follow-up grounded in their parts and quote context.
Generate and send follow-ups automatically, or prepare drafts for your team to review. Keep the message relevant without rebuilding the background each time.
Outreach
Abandoned Cart| Prospect | Latest activity | Open carts | Last contact | Details |
|---|---|---|---|---|
| James HartfieldAcme Robotics | Quote #4821 | 1 active cart | No contact recorded | |
| Aisha KhanNorthline Design | Quote #4856 | 1 active cart | Team replied |
Find the unfinished work.
Bring eligible abandoned quotes into an outreach queue with customer activity, open carts and contact history in view. Recent orders and staff conversations help keep follow-ups relevant.
Make the message useful.
AI uses the quote’s actual context to prepare a personal follow-up and a direct path back to the quote. Help customers work through the next step without assembling every email by hand.
Choose how it goes out.
Send follow-ups automatically or prepare drafts for your team to review. Track sends, opens and resulting orders from the outreach workspace.
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