Okibi provides end-to-end automation solutions for sales teams, with typical application scenarios including:
- Clue Screening: Intelligent bodies automatically scan CRM or mailboxes to filter high-value customers based on preset criteria (e.g., industry, company size)
- Personalized Reach: Extract customer information to automatically generate customized emails (e.g., referencing a customer's recent collaborative projects)
- Process Integration: Automatically create CRM follow-up tasks after sending a quotation, set reminders after three days
Fifteen YC companies have already used the solution, and one customer has realized that the response time for sales emails has been shortened from 8 hours to 15 minutes. Through the 'Manual Confirmation' node setting, the key link still maintains manual control.
This answer comes from the articleOkibi: an automated platform for rapidly building AI intelligences with natural languageThe
May not be reproduced without permission:AI productivity tools " How Enterprise Customers Can Optimize the Sales Process with Okibi
