Summaries
Condense long inquiries and conversations without replacing the source material.
AI-assisted quotes
Use traceable recommendations when creating and following up quotes
AI-assisted quoting can summarize an inquiry, extract usable facts, identify missing information and suggest content or a next action. In OfferAgent, published pricing profiles and rules remain the authority for calculated prices, recommendations show their basis, and a person reviews consequential changes before a quote is sent or updated.
AI should reduce reading work, not hide commercial decisions
Unstructured inquiries take time to interpret, but an opaque model that invents scope or price creates greater risk. The useful middle ground is explainable assistance with clear evidence and approval boundaries.
How does an AI-assisted quote start?
- 01
Read canonical input
The original payload is preserved while mapped customer, service and project facts are extracted.
- 02
Show missing information
The seller sees which required facts are absent before pricing or drafting continues.
- 03
Apply governed pricing
Published profiles and deterministic rules calculate price lines; the language model does not choose the final price.
- 04
Review and act
The user reviews evidence, edits the proposal and explicitly sends or dismisses the recommendation.
Product evidence: recommendation with a visible basis
The recommendation panel distinguishes source facts, missing facts, governed price output and the proposed next action.
- Evidence can be inspected before acting
- Recommendations can be dismissed without changing the quote
- AI does not send or change final prices on its own
OfferAgentPRODUCT VIEW
1
Evidence can be inspected before acting
2
Recommendations can be dismissed without changing the quote
3
AI does not send or change final prices on its own
Where AI can help
Extraction
Map recognizable facts to canonical fields while retaining provenance.
Gap detection
Point out required information that is missing or uncertain.
Draft support
Suggest wording and next actions that the user can edit, accept or dismiss.
Evidence
Link recommendations to the customer, quote and activity signals that motivated them.
What AI does not do
AI output can be incomplete or wrong. OfferAgent therefore treats it as a reviewable recommendation, not as an autonomous commercial decision.
- No independent final pricing
- No automatic send without an approved workflow
- Provider, retention and processing terms must be reviewed before enablement
Questions about AI-assisted quotes
Can AI hallucinate?
Yes, generated suggestions can be wrong. OfferAgent keeps source evidence visible and requires review for consequential actions.
Does AI decide the price?
No. Final calculated prices come from published pricing configuration or manual seller input.
Is customer data sent to an AI provider?
Processing depends on the enabled provider and configuration. The applicable provider, purpose and retention terms must be disclosed before activation.
Can AI send a quote automatically?
Not by itself. Sending requires an explicit user action or a separately approved automation with defined safeguards.