Quoting AI Agent for Email Requests
Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.
Reads quote requests and drafts replies with supplier and margin context. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.
Works with the tools your team already uses
commonskuWhere it starts
Start the workflow where the work begins
- 01
Email
An email starts the Quoting AI Agent for Email Requests, and the agent reads the request with the surrounding context.
- 02
Slack message
A teammate asks in a team channel, and the Quoting AI Agent for Email Requests starts the workflow from that plain-language request.
- 03
Connected business data
The agent reads the relevant records from connected systems so the result is based on the same data your team uses.
The impact
Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.
The workflow
How it works
How does the Quoting AI Agent for Email Requests help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.
- 01
Reads the request and identifies items, quantities, and decoration
Reads quote requests as they arrive
- 02
Pulls supplier options and pricing
Pulls product options and decoration costs
- 03
Prices decoration and checks margin
Checks stock before a price goes out
- 04
Drafts the quote for a rep to approve
Drafts the quote reply with margin context
Key takeaways
Agent capabilities
Reads quote requests as they arrive: Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.
Pulls product options and decoration costs: Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.
Checks stock before a price goes out: Quote requests get a priced, supplier-checked draft instead of sitting in the inbox.
See it on your workflow
See the Quoting AI Agent for Email Requests on your workflow.
Book a short demo and we'll show how this agent would handle work from your own process.