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A.I. Commerce Studio

Tools · Agents

Proposal generation assistant

Collects the requirements from the CRM and the conversations, picks the right approved template and drafts a proposal with scope, timeline and assumptions — a salesperson checks and sends it.

  • Risk level: Medium
  • Implementation complexity: Medium
  • Performs tasks
Use it in the solution builder

This archetype is in the library and the solution builder. It is not in "Build your AI team" — choose the closest role there.

Departments and use cases

  • Sales — Inquiries, qualification, research and meetings.

Human approval

Minimum: Approval before external actions

Nothing reaches a customer or system without approval.

A salesperson approves every proposal before it is sent; prices and discounts come only from your rules, never from the model.

Where a person approves

  • Every proposal is approved by a salesperson before it is sent

Inputs

  • Inquiry and notes from the CRM
  • Approved templates and service descriptions
  • Pricing and discount rules you enter

Outputs

  • Draft proposal with its assumptions marked
  • Open questions for the customer
  • Review task in the CRM

Prerequisites

  • Approved templates and service descriptions
  • Written pricing and discount rules
  • A salesperson who approves proposals

Main risks

  • Promises outside the approved scope
  • A wrong price when the rules are incomplete

Required data

  • Document storage
  • Knowledge base

Integrations needed for implementation

  • CRMrequiredContacts, deals and customer history.
  • E-mail, calendar and chatMailboxes, calendars and messaging.
  • Documents and knowledgerequiredDocument stores and knowledge bases.

CRM · E-mail

Risk level

Medium

Works with personal data or acts externally — rules and review are needed.

Data: Customer data and commercial terms — access only to the records and templates needed.

Implementation complexity

Medium

Dependencies: None

Example workflows

Illustrative examples — they show the order of steps, not a working integration.

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Want an agent for a specific process?

We'll agree the scope, data and approvals and suggest a realistic pilot.

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