Adam
From “yes” to invoiced without leaving the chat.
When a deal is agreed, ask Sage to bill it — Adam drafts the invoice from the conversation itself, and it goes out once you approve it.
Illustration of how a request is handled — not a real customer conversation.
What Adam does
Built from what was agreed in the thread — no re-keying, no “what did we quote?”
Generated and dropped straight into the conversation.
Drafted from your template and sent for signature once you approve.
What was sold, what has shipped or been done, what is still open.
Polite, scheduled reminders on the channel the customer reads.
Money-moving actions are classified high-risk and gated before they run.
Works where you already work
Adam works through the payment and signature tools you already use, on your own accounts.
Everything through Sage
Adam never contacts another specialist directly — if a job needs someone else, it comes back to Sage and she decides. Here is who else she can bring in, and how she tends to combine them with Adam.