By role
Sales
The agents your best reps run, shared with the whole team, and a clear view of how every rep's week is going.
How your best rep preps an account or follows up on a call lives in their head and their tabs, so nobody else can copy it. And a manager sees the week only through what got logged.
In Kiwi, the way a rep preps an account or follows up on a call is an agent. Share it with the team and every rep runs the same play, each run checked by the rep before anything goes out. Managers see what every rep sent, what came back, and what got booked this week, read from the inbox and the calendar.
Agent · Account prepAccount timelinesEvery meeting, thread, and decision on an account, summarized and shared before the QBR.Agent · Renewal prepRenewal prepUsage, open risks, and the last six weeks of contact, drafted for the owner to approve and send.Agent · Call follow-upCall follow-throughThe follow-up drafted and the CRM updated after every call, so the rep goes straight to the next one.App · Sales pipelinePipeline reviewEvery prospect in one pipeline, staged the way the CRM stages them, with the last touch beside each one.App · Rep activityRep activityWhat every SDR sent, what came back, and what got booked this week, read from the inbox and the calendar.
