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 agent streamlines your deal desk, from 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.

What this agent does

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.