Harness the Potential of AI Features in the Atlante Sales Tool
The Atlante Sales Tool transforms sales communication with its AI-driven email system, enabling faster, smarter, and more personalized follow-ups.
Where to start?
Configure AI Settings
Admins set general AI instructions in opportunity settings, defining the tone for all outgoing emails (e.g., “courteous and concise”). User context information can also be configured individually for tailored communication.
Build Conextual Templates
AI email templates streamline outreach by referencing opportunity, contact, and account notes. Whether scheduling a meeting or addressing client-specific needs, templates ensure every email is relevant. Templates can be created, assigned, and deployed instantly.
How will it help?
Generate Emails in Seconds
With the AI system, generating emails is as simple as clicking “generate.” The AI pulls recent notes, ensuring contextually accurate and personalized emails. Don’t like the result? Regenerate until it fits your needs.
Handle Complex Scenarios
Advanced templates handle detailed use cases like co-insurance explanations. Preload key variables (e.g., home value, co-insurance percentage), and the AI generates a clear, precise email. This saves time while delivering high-quality, client-specific responses.
Remember…
The quality of AI-generated emails depends on the data you input. Maintaining detailed, accurate notes ensures the AI delivers emails that align with your goals. Refine templates regularly to optimize results and maintain a professional, personal touch.
Learn more about our AI integration!