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Wise Agents

Revolutionize with AI-driven agent automation. Do it, the WISE WAY

Wise AI Agents streamline your workflows by automating  outreach, onboarding,  RFQ processing, purchase orders, data analytics, and more! With our AI-driven platform,
 manage, customize, and optimize END TO END your business.

WE MAKE THE COMPLEX SIMPLE, CUSTOM, AND WE DO IT FAST.

Manage End to End

The Core of your Ecosystem

  • Centralized AI Sales Management – Personalize, Optimize, and Scale Effortlessly

  • AI-Powered Integration with CRM, ERP, TMS, and Email for a Unified Sales Ecosystem.

  • Gain real-time insights to streamline your sales process

  • Customizable workflows to align with your unique sales processes and requirements.

Meet Your Wise Agents: Specialists for Every Task

AI agent that finds prospects, automates outreach, and delivers data-driven insights to close more deals

Find Ideal Customers

Search Database

Automate Outreach

Follow Up on Leads

Provide Insights

Monday 1:00 PM

Agent identifies your target companies and preferences to create the perfect prospect list.

Monday 1:00 PM
1:03 PM

Agent enriches the prospect list with email addresses and phone numbers for each contact.

1:03 PM
1:04 PM

Agent sends out personalized outreach emails to the identified prospects.

1:04 PM
Tuesday 1:05 AM

Agent sends follow-up emails to prospects who haven’t responded.

Tuesday 1:05 AM
AI-Driven meeting scheduler that automates customer onboarding for faster conversions.

Identify company with interest

Initiate contact

Schedule meetings

Follow Ups and recap of meeting

Onboarding Customer

Monday 1:00 PM

Agent identifies potential customers and reviews their profiles.

Monday 1:00 PM
1:10 PM

Coordinates via email, SMS, and phone calls to schedule a demo or onboarding meeting, sending calendar invites to confirm.

1:10 PM
Thursday 1:20 PM

Conducts the meeting and sends a detailed recap to the customer.

Thursday 1:20 PM
Friday 9:00 AM

Onboards the customer into the system, ensuring a smooth transition.

Friday 9:00 AM
Smart AI quoting system that analyzes requirements and generates instant, accurate and tailored quotes.

Receive RFQ

Analyze requirements

Check current software

Generate tailored Quote

Monday 1:00 PM

Receives RFQs and gathers customer requirements.

Monday 1:00 PM
1:00:10 PM

Analyzes the requirements using AI to identify all variables needed to create the quote.

1:00:10 PM
1:01:30 PM

Checks with your current systems like ERP, CRM, or TMS to incorporate those requirements.

1:01:30 PM
1:02 PM

Creates a tailored quote for your customer and your vendor if the material is out of stock.

1:02 PM
AI-Powered Deal Closer – Automate Follow-Ups, Process Orders, and Ensure Seamless Shipments

Receive RFQ

Analyze requirements

Check current software

Generate tailored Quote

Monday 1:00 PM

Handles customer clarifications for open opportunities to ensure all requirements are clear.

Monday 1:00 PM
1:01 PM

Automatically follows up with customers to move deals forward efficiently.

1:01 PM
1:02 PM

Processes purchase orders directly into your current systems.

1:02 PM
1:05 PM

Tracks shipping details to provide updates and ensure timely delivery.

1:05 PM
AI-Driven sales analytics – identify inefficiencies, optimize performance, and drive revenue growth

Collect Business Data

Analyze performance

Identify pain points

Provide actionable suggestions

Monday 1:00 PM

Collects and analyzes business performance data from your systems.

Monday 1:00 PM
1:01 PM

Identifies inefficiencies and pain points within your operations.

1:01 PM
1:03 PM

Generates detailed insights into your business health and performance metrics.

1:03 PM
1:05 PM

Provides actionable suggestions to improve efficiency and boost growth.

1:05 PM
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