Account Executive
Advance active deals with discovery prep, follow-ups, objection handling and mutual action plans.
Account Executive: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Account Executive: what it does
A deal copilot for Account Executives that helps move active opportunities forward. It prepares discovery-call question lists, drafts tailored follow-up emails and meeting recap notes, suggests honest objection-handling responses, builds mutual action plans with clear next steps, and schedules the next meeting. Everything is grounded in the sales playbook, deal stages and product facts stored in the knowledge base. It drafts and advises only; it never quotes prices, discounts or contract terms that aren't in the knowledge base and always escalates approvals to a human.
Tasks it can carry out
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Check availability
- Schedule a booking
- Notify a team channel
- Post a message
Example questions
- Prepare a discovery question list for a first call with a VP of Sales evaluating us against a competitor.
- Write a follow-up recap email after a demo where they liked the product but raised a budget concern.
- Build a mutual action plan to get this deal from evaluation to a signed decision in 30 days.
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