TUTORIAL 02
From inquiry to quote
See the agents, handoffs and approval step.
PRACTICAL GUIDE
The steps
Organize the incoming inquiry
The intake agent extracts relevant information and identifies missing fields. It uses approved records to match the request with an account.
Prepare a reviewable quote
The quoting agent assembles a draft from permitted product and pricing inputs. Uncertain quantities, terms and discounts are flagged rather than silently resolved.
Put commercial judgment with a person
A responsible team member reviews pricing, terms and fit. The workflow should not issue commitments before the required approval.
Keep the opportunity moving
After approval, the next agent prepares a follow-up and updates the task queue. Measure response time, review effort and conversion separately so a faster draft is not mistaken for a completed sale.
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