Operational Quoting Agent
Receives quote requests on WhatsApp or email, validates them against the rate table and capacity, and responds in minutes or escalates to the exec with a proposal.
THE CONTEXT
The exec answers every single quote request by hand
Every quote request runs through the exec as a filter: they read the message, validate the fields, check the rate table and build the answer by hand. The reply takes hours and the competitor already responded. Route and demand data stays in email, with no structure.
THE SOLUTION
A quote that is ready in minutes, not in hours
The agent classifies the intent of each message and evaluates it against the rate table and capacity. It generates the quote with price and validity, sends it alone when the rules are met or escalates to the exec with the proposal. It requests missing data at once.
This is how a quote goes out — in real time.
It receives on WhatsApp and email, reads the rate table and the client catalog from the CRM, generates the answer and logs each request for the exec.
KEY CAPABILITIES
What the agent resolves within each request
Intent classification
It tells whether the message asks for a quote, availability, a booking or follow-up, and runs the right flow without the exec.
Rate evaluation
It validates the request against the rate table by lane, type and capacity, and builds the answer with the right price and validity.
Close or escalate
It sends the quote alone when it meets the team rules, or escalates to the exec with the proposal when an exception is out of policy.
Missing data
When the request is incomplete, it asks for everything missing in one interaction, no email chains, and resumes once the client replies.
Before / After
The quote stops waiting on the exec and goes out in minutes, logged.
Answer in many hours
Competitor replies first
Data lost in email
System Integrations
Connects to what your operation already uses
It receives on WhatsApp and email, reads the rate table and the client catalog from the CRM, generates the answer and logs each request for the exec.
FAQs
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