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Initial Call Support AI Agent

Initial Call Support AI Agent

Auto-prepares discovery call briefings 24 hours in advance, compiling lead details, competitors, and pain points into ready-to-use talking points and emails.

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Salesforce
Google Drive
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GWC DATA.AI
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Benefits

24 hours before a discovery call, this agent compiles lead details, competitor insights, and known pain points to generate personalized talking points and pre-drafted outreach emails. Delivers content via Buzz and dashboard.

Problem Addressed:

Sales reps often enter discovery calls underprepared, with inconsistent messaging and limited insights into lead context, resulting in missed opportunities and slower relationship-building.

What the Agent Does:

• The agent automatically gathers relevant data 24 hours before a scheduled call including lead info, competitive landscape, and historical pain points to generate custom talking points and draft emails.
• It then delivers these assets directly to the rep via Buzz or a call prep dashboard.

Standout Features:

• Automated call prep 24 hours in advance
• AI-generated talking points tailored to the lead and context
• Email draft creation for follow-up or Benefits
• Competitive and pain point insights embedded
• One-click access via Buzz and dashboard

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