Virtual Quotation & Order Processing Agent
Customer
Sales
Automation
Agent Summary
An AI-powered agent that receives purchase orders and enquiries from email, web forms, EDI feeds, WhatsApp, and CRM messages. It uses natural language understanding and document parsing to extract key commercial data (product, quantities, pricing, delivery requirements, and client details), then validates and structures it into a centralized database or ERP/CRM system.
It automatically generates formal quotations based on predefined pricing rules, discount policies, and availability constraints, and sends them back to the client via the original channel - ensuring fast, consistent, and traceable sales response cycles.
Use Cases
- Automated extraction of order and enquiry details from emails, messages, or uploaded documents
- Structured storage of client requests in a database, ERP, or CRM
- Automatic quotation generation based on pricing rules and product catalogs
- Automated delivery of formal quotation documents back to the client
Benefits
- Reduced manual effort in processing enquiries and purchase orders
- Faster quotation turnaround
- Improved pricing accuracy and consistency
- Centralized storage of all client requests and commercial interactions
- Scalable handling of high inbound sales volumes
- Better visibility into sales pipeline and demand patterns
Problems Solved
- Manual processing of orders and enquiries across fragmented channels
- Delays in generating and sending quotations
- Errors interpreting unstructured customer requests
- Inconsistent pricing across sales teams
- No centralized tracking of requests and quotation history
- High operational overhead in sales administration and order entry