Inquiry and offer management
Organizing messages, identifying missing data, and drafting responses based on approved information. Prices and terms are controlled by business rules. The team reviews the proposal before it is sent.
HOW WE HELP / ALGOV
Get back to the work that matters.
Quotes, documents and customer inquiries. We automate repetitive tasks while your team stays in control of decisions.
Let's discuss it ↗SOUND FAMILIAR?
As the team grows, along with the number of spreadsheets, forwarded messages, and manual checks, adding another person does not always eliminate the root cause of the problem. We help build a process where information flows between steps, allowing people to focus on decision-making.
SCOPE OF WORK
Organizing messages, identifying missing data, and drafting responses based on approved information. Prices and terms are controlled by business rules. The team reviews the proposal before it is sent.
Extracting required fields, validating them, indicating the source fragment, and transferring the data to the appropriate system. Illegible or incomplete documents are routed to a queue where specific issues can be corrected.
We connect process steps and add autonomy where action selection requires interpretation. We define limits, permissions, and approval points to ensure automation has a clearly defined scope.
THE OUTCOME WE AIM FOR
We map the process and measure the time it takes.
We build a pilot around one task and real examples.
We add quality checks, human approval and monitoring.
CLEAR DELIVERABLES
MEASURABLE VALUE
We measure the time from intake to case closure, the amount of manual control effort, the number of corrections, and the cost of a correct outcome. We separate recovered time from cash savings. This ensures that the decision to scale is based on process performance, not the number of generated responses.
View an illustrative scenario ↗To begin, we need sample cases, a list of tools in use, and a conversation with the person performing the task. You do not need a ready-made specification. Materials containing confidential data are shared only after an appropriate collaboration method has been established.
QUESTIONS AND ANSWERS
No. Fixed rules and data transfer are often better handled by standard integration. We use models where they help interpret text, documents, or variable situations.
We define the scope separately. We can start with drafts for approval. Sending, recipients, and attachments should be subject to clear control and execution history.
We design an exception queue, the reason for the stop, and the next step. A human can correct the data or take over the case, instead of restarting the entire process.
We will compare the pilot with the current process at similar volume and quality. Before starting, we will establish conditions for scaling, improvement, or ending the experiment.
LET'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.