Introducing your QuickBooks Online AI Customer Agent: Simplify Customer Management & Stay Organized

We understand that doing the sales part of business can be extremely draining and time consuming, and the last thing you want to do is sift through hundreds of emails and keep track of conversations. With your new Customer Agent, QuickBooks users can organize, track, view, and follow up with their customers and leads all in one place.

So what exactly is the Customer agent? Your Customer Agent is a built-in tool that makes streamlining sales easier by automatically finding, qualifying, and nurturing leads. It helps you discover new leads, focus on the most promising ones, automate your outreach, and manage proposals more efficiently.

 

 

What can the agent do for me? When QuickBooks users connect a G-Mail account, your Customer Agent helps to source leads from your inboxes, draft personalized email responses, and track every customer opportunity in the sales cycle so they can grow their business efficiently. It also provides valuable insights to maximize revenue and efficiently grow your project-based business and eliminates manual data entry of updating client tasks & notes.

Key Features and Benefits: Available to QuickBooks Online users with Plus and Advanced:
-Task Management & Prioritization: Helps manage (organizes) sales tasks & activities & prioritizes leads based on buying signals & business needs.
-Engagement and Communication: Transforms customer conversations into actionable sales knowledge. It then drafts and sends personalized, sales-optimized responses, leveraging industry best practices to help small and mid-sized businesses drive growth.
-Data Management and Research: Automates the collection of customer information and relevant details from various platforms and communication channels, ensuring your sales data is comprehensive and up-to-date without manual input.
-Scheduling: Schedules meetings by analyzing lead engagement data (such as email interactions) and aligning with customer preferences and engagement patterns.

Q & A:
Q: How does the G-mail integration work?
A: G-Mail integration helps customers find new leads and respond faster. Customer Agent can identify new leads in their Gmail inbox and draft personalized responses they can send immediately or put their own spin on.
Q: What does the Customer Agent use to find leads?
A: Gmail and other integrations
Q: What does the agent draft after identifying a lead? Can I customize the messages the agent sends?
A: An outreach message personalized to the context. Yes, you can definitely personalize reminders, invoices, and communications to match your tone and branding, ensuring messages feel professional and tailored to your business.
Q: How can this agent save me time?
A: The Customer Agent streamlines customer management by centralizing everything—no more digging through emails or spreadsheets to find customer details or payment statuses. It makes sending reminders, tracking payments, and resolving issues fast and easy.

Your Customer Agent will make handling your customers so much easier. It keeps all your info like invoices, payments, and contact details organized in one spot, so you don’t have to waste time digging through emails or spreadsheets. Whether you’re following up on unpaid invoices or just trying to stay on top of things, it helps you manage customer relationships without all the hassle.