About this agent
Teams need help assembling quotes to your pricing rules, routing discounts and terms for approval by threshold, and tracking deals to close before work falls through the cracks. This AI agent streamlines your deal desk, froms quoting all the way to approvals.
What you get
Take deal inputs and assemble a quote from your pricing, delivered every day.
Route discounts and terms for approval by threshold, delivered every week or when you mention the agent.
Track the deal to signed and keep its status current, delivered when you mention the agent.
How this agent works
- Takes deal inputs from the item and assembles a quote
It takes deal inputs from the item and assembles a quote per the pricing rules.
- Checks discounts and terms against approval thresholds
It checks discounts/terms against approval thresholds.
- Routes anything over threshold to the right approver
It routes anything over a threshold to the right approver; auto-clears what's within policy.
- Tracks the deal through to signed and updates status
It tracks the deal through to signed and updates status.
- Keeps monitoring between requests
Watch for new deal inputs and stalled approvals. Surface deals waiting on sign-off and offer a cycle-time view over time. You hear about problems while there is still time to fix them.
- Closes the loop at end of day
Before you sign off, it summarizes what changed, what's still open, and where to focus next. You end the day with clarity instead of another loose thread.
Related agents
- Always secure
- 24/7 active
- Full org context
Connectors
