How to hand over a request
Share the conversation, contact and request. The next specialist can continue without asking the same questions.
Sales. In sync.
CRM, tasks, chats and AI assistants in one workspace. From the first request to the next action.
Every deal moves forward.
Customers, deals and follow-through in one CRM. Filter the queue, assign an owner and turn an agreement into an action.
- Your pipeline, in view
- The customer has a history
- An agreement becomes a task
Conversations, connected.
Customer requests, operator queues and conversation history. Hand over the work with its context.
- One place for incoming requests
- Every request has an owner
- From a message to a task
We’ll prepare a proposal. Let’s clarify team size and where requests come from.
OwnerIn progress · Sales team
Discuss it. Do it.
Team rooms, personal tasks, calendars and approvals. Keep the conversation connected to the work.
- Turn a message into a task
- Put deadlines in your day
- A decision with an owner
Yes. I’ll attach it to the deal.
Task linked to the message
Give AI real work.
Configure an assistant, allowed tools and run conditions. Review the result before the next action.
- Access to what it needs
- Review before action
- Every run leaves a record
Allowed actionsRead dealsCreate drafts
- Deal read
- Proposal drafted
- Awaiting review
Prepare a proposal
Sending to a customer requires approval
An answer starts at the source.
Articles, search and reviewed material for people and agents. Knowledge keeps its source and version.
- Articles. Playbooks. Search
- The version matters
- Give agents reviewed context
In your environment.
Cloud, local or hybrid deployment. Choose how to run Mana around your infrastructure and data access requirements.