Deal coach
Tells each salesperson which deals need them, suggests the next step and drafts the follow-up email.
How it works
Looks over your open deals in FlowCRM: the ones that have gone quiet for longer than their stage allows, are past their expected close date, or have no next step. For a deal you pick, it reads the activities, notes, products, amount and stage history (and subjects of recent emails with the customer, if you connected your mailbox) and drafts a follow-up email that starts with the customer and their problem, plus a task for the next step. Nothing is sent or created until you press Send or Confirm. It can also review a deal's risk and chance of closing. You see only the deals FlowCRM lets you see. Contact names and addresses never go to the AI model.
The list of deals needing you is free. A draft, a review or next-step suggestions use a few credits each.
What it reads
- Your deals, their activities, notes, tasks and stage history in FlowCRM
- Subjects of recent emails with the deal's contacts, only if you connected your mailbox
When it starts
- When you ask which deals need you, or for a draft or a review
- Monday morning digest, if you switch it on (no credits)
What it can do
- Email a deal's contact as you, and log it on the deal (after you confirm)
- Add a next-step task to a deal (after you confirm)
What it never does
- Change a deal's stage, amount or owner, or email anyone who isn't the deal's contact
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Deal coach do?
Looks over your open deals in FlowCRM: the ones that have gone quiet for longer than their stage allows, are past their expected close date, or have no next step. For a deal you pick, it reads the activities, notes, products, amount and stage history (and subjects of recent emails with the customer, if you connected your mailbox) and drafts a follow-up email that starts with the customer and their problem, plus a task for the next step. Nothing is sent or created until you press Send or Confirm. It can also review a deal's risk and chance of closing. You see only the deals FlowCRM lets you see. Contact names and addresses never go to the AI model.
Can the Deal coach change data on its own?
No. It asks a person to confirm before it will: email a deal's contact as you, and log it on the deal; add a next-step task to a deal. It never does the following: change a deal's stage, amount or owner, or email anyone who isn't the deal's contact.
How much does the Deal coach cost?
The list of deals needing you is free. A draft, a review or next-step suggestions use a few credits each.. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Scores new leads with reasons, spots duplicates and suggests who should own each lead and what to do next.
Turns a deal into a priced quote from your Books catalogue, with GST worked out, for you to check and send.
Shows why deals are won and lost: win rates by source, product, size and stage, with 3–5 plain findings.