Introducing the Customer Agent: Your AI Sales Assistant

The Customer Agent sources leads, prioritises the best opportunities, and drafts personalised responses, so you can focus on selling with confidence.

From Inbox Clutter to Sales Pipeline Clarity

For growing businesses, managing the sales pipeline can feel fragmented. Leads often get lost in a cluttered email inbox, follow-up emails take time to draft, and it’s hard to know which opportunities deserve your focus right now. These inefficiencies mean you could be wasting time chasing the wrong leads or, worse, missing out on potential revenue.

What if your accounting software did more than just track finances - what if it actively helped you sell?

Meet the Customer Agent. This powerful AI is built to streamline your sales and communication workflow. By connecting to your email, it acts as a dedicated sales assistant, ensuring you focus your energy on the leads most likely to convert into paying customers.

What is the Customer Agent?

The Customer Agent uses Intuit's AI to automatically manage and prioritise your customer opportunities, ensuring you are responsive, efficient, and strategic about your sales efforts. Its core purpose is to help you win more business faster.

1. Task Management & Prioritisation (Focus on the Best Leads): The Agent sources leads from your connected Gmail or Microsoft Outlook email inbox and prioritises those most likely to convert.

• Smart Lead Identification: It constantly scans communications to identify potential sales opportunities.
• Prioritisation: It helps you focus on the most important leads first, so you don’t waste time chasing the wrong ones. This means you can spend more time on leads that are most likely to convert into revenue.

2. Engagement & Communication (Respond with Confidence): The Agent helps you keep the conversation moving and ensure leads don't go cold.

• Drafts Personalised Responses: It suggests personalised email responses you can send right away to customers.
• Follow Up: This capability helps you follow up with confidence and professionalism, accelerating the speed at which you move a prospect through your sales cycle.
• Tracks Opportunities: The Agent tracks these customer opportunities directly within your sales pipeline, giving you a clear overview of your progress towards a closed deal.

How Does This Benefit Your Business?

The Customer Agent transforms how you manage your sales opportunities, helping you grow your top line with less effort:

1. Accelerate Revenue Growth: By identifying and prioritising high-value leads and helping you respond instantly, the Agent accelerates your sales cycle. You spend less time searching for opportunities and more time closing them.
2. Professional and Timely Communication: Suggested personalised responses ensure your customer communication is always professional and timely, which builds trust and confidence with prospects.
3. Gain Sales Clarity: The Agent provides a continuous, clear view of all your customer opportunities and where they stand in the sales cycle, eliminating guesswork and giving you total control over your pipeline.

Your Central Control Panel: The Business Feed

When the Customer Agent finds a new lead or requires you to review a suggested response, it delivers a specific "tile" directly to the Business Feed. This ensures you quickly see, for example, a tile confirming the Agent found a new lead that has not yet been reviewed, allowing you to action it immediately.

The Customer Agent is an essential tool for any business focused on growth. It’s here to take the friction out of your sales process, helping you find, focus on, and close the best opportunities faster.

Disclosures

Intuit Assist (AI Agents): This information is intended to outline our general product direction, but represents no obligation and should not be relied on in making a purchasing decision. Additional terms, conditions and fees may apply. Product offers, features, and functionality are subject to change without notice. Feature availability varies by product. While available in all QuickBooks supported languages, the AI agent’s output will be English only at launch. We recommend you review all outputs carefully.