Use case 1 of 7 · Offer callback
A client asks to be called about an offer.
The advisor approves. The AI fills in missing details or books a meeting, and the result is attached to the offer.
Talk about this workflowAIHi, I'm an AI assistant for your advisor. You asked about offer 2481.
Is the price still valid?
check_offer 2481Valid until 30 Nov