Account managers get any customer's deals, dues, tickets and emails in one answer

Account managers ask on Google Chat and get a customer's open deals, unpaid invoices, open tickets and last emails in one answer, with the source of each.

Used day to day by
  • Account managers
  • Sales head

What the assistant uses here

Answers from your systems, within each person's access.

  • Channels Reaches people where they already talk
  • Your approval Acts in your systems only after a person approves

How it runs with AI

Account managers ask the automated assistant on Google Chat about any customer they look after, at any moment. Within a minute it answers with the open deals from HubSpot, unpaid invoices from Zoho Books, open tickets from Zendesk and the last emails from Gmail, each line with its source. A follow-up question gets the detail behind any line.

How the assistant works here

Where people ask, what it draws on, and what comes back.

Where people ask

  • Google Chat, steps 1, 5 and 6

Who asks

  • Account managers
  • Sales head

What it draws on

Apps

  • HubSpot, step 2
  • Zoho Books, step 3
  • Zendesk, step 4
  • Gmail, step 4

Context

  • Customer names across apps, step 1
  • Who can see which account, step 1
  • Who owns each account, step 2
  • Payment terms by customer, step 3
  • Ticket priority levels, step 4
  • Customer contacts, step 4
  • Answer format with sources, step 5

What comes back, and who decides

  • An answer with its sources, step 5

Who decides

  • Decides what to raise on the call and what to offer the customer, step 6

How a request runs

  1. Step 1, the assistant: Reads the question an account manager asks on Google Chat

  2. Step 2, the assistant: Opens the customer in HubSpot and reads the open deals and the main contact

    Exception Names the account owner instead, when the customer belongs to another account manager

  3. Step 3, the assistant: Checks the customer's unpaid invoices in Zoho Books and marks the late ones

  4. Step 4, the assistant: Reads the customer's open tickets in Zendesk and the last emails in Gmail, noting any that wait for a reply

  5. Step 5, the assistant: Answers on Google Chat in one reply, each line with its source

  6. Step 6, a person: Decides what to raise on the call and what to offer the customer

    Person

The same flow works with the apps you use.

Who controls it

  • Access

    Each account manager gets answers on the customers they can open in HubSpot. The sales head sees every account, and access moves with the account when it changes hands

  • Approvals

    Prices, discounts and credit stay with the account manager and the sales head. The assistant reports what the records say

  • Record

    Every question, source, action and approval is recorded

This fits you if

  • Your account managers look after customers on contracts or repeat orders
  • Deals sit in HubSpot, invoices in Zoho Books and complaints in Zendesk
  • Customers often call or email before your team has checked their account
  • Your company works in Google Workspace

What to watch for

  • The assistant reads the account manager's own mailbox and the shared sales inbox. Other people's mail stays out of reach
  • An answer is as current as the records. A payment that accounts has not yet recorded in Zoho Books still shows as unpaid

Read more

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