AUTOMATION / AI
From inquiry to ready-to-send quote.
WHO THIS SCENARIO IS FOR
For a sales or operations team that handles similar inquiries and needs to shorten the path from email to a verified quote.
STEP 01
The system retrieves the message and attachments, identifies the type of need, and points out missing information. It retains a link to the original so the sales representative can quickly check the context.
STEP 02
The integration checks the client in the CRM, and the business logic uses the approved price list. AI helps interpret requirements but does not invent prices or terms that are not present in the sources.
STEP 03
The sales representative sees the draft, fields requiring review, and the recipient. They can edit a section, reject the proposal, or approve the dispatch. The case status distinguishes preparation from an actually executed operation.
The sales team copies email data into the CRM and manually prepares similar quotes.
An assistant organizes inquiries, completes the data and drafts a quote. A sales representative reviews and approves it before sending.
Quote preparation time, number of manual steps and share of drafts needing correction.
DESIGN DECISIONS
In the first stage, we would limit the scope to one type of inquiry and draft preparation. Automatic dispatch would be a separate decision after a quality assessment. A missing price, an ambiguous product, or an unavailable CRM stops the case in a clear queue, rather than leading to guesswork.
We divide previously collected inquiries into development and acceptance examples. We compare the time spent on preparation and review with current work. We separately measure incomplete cases, corrections, and the effort required to handle exceptions. Only measurement on new data justifies expansion to other teams.
SAMPLE ACCEPTANCE CRITERIA
EXPLORE OUR APPROACH
01 AI Strategy / 4 min
The first AI project should solve a problem that the team recognizes without a presentation. See how to select a process, calculate the starting point, and plan a pilot that provides a basis for decision-making.
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02 Quality and security / 4 min
The “approve” button does not provide control if the user does not know what they are approving. Show the difference, the consequences, and the data needed for the decision.
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03 AI Strategy / 4 min
Model cost is only one line item. We show the calculation that accounts for quality control, integrations, maintenance, and the actual utilization of saved time.
Read articleLET'S TAKE THE FIRST STEP
You don't need a finished specification. Tell us what you want to improve, and we'll find the right place to start together.