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Draft Discount Replies

Check past offers and policy, then draft a reply for review

Use this Agent instantly or customize it - no programming needed

Draft a repeat customer's discount reply
Reads
  • Discount request
    Discount request

    Your customer's new email asks for a lower price in an existing conversation.

  • Earlier offers
    Earlier offers

    Your earlier replies show what prices or discounts this customer has already seen.

  • Discount policy
    Discount policy

    Your team's current rules set eligible discounts and when a person must approve an exception.

  • Reply style
    Reply style

    Your preferred tone and sign-off guide the draft your rep will review.

Email app
Email app

Your email app provides customer emails and earlier offers, then saves drafts and approval labels.
Knowledge base
Knowledge base

monday.com holds current discount limits and the rules for approving exceptions.
Has your rep already replied or drafted an answer to this email?YesNo
Leave the conversation unchanged
Is a prior offer unclear, or does the request lack clear policy approval?YesNo
Save a reply without a price promise and flag the request
Writes
  • Reply draft
    Reply draft

    Your rep gets an unsent reply in the customer's conversation to review and send.

  • Approval label
    Approval label

    Your rep sees this label on requests that need a pricing decision.

Save a courteous reply draft within approved limits
Writes
  • Reply draft
    Reply draft

    Your rep gets an unsent reply in the customer's conversation to review and send.

This Agent picks up a repeat customer's discount email. It checks past offers and your policy. It drafts a reply for your review and flags requests needing approval.

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monday.com
Used as:
Show all Agents working with monday.com
Zoom
Used as:
Show all Agents working with Zoom

Made for your industry

Draft Discount Replies is made for businesses in these industries.

Made for your role

Draft Discount Replies is made for people in these roles.

Made for your department

Draft Discount Replies is made for people in these departments.

How Draft Discount Replies works

4 steps, in order, on every run.

  1. Read the discount requestRead the incoming email and its conversation. Continue when the sender has written before and asks for a lower price.
  2. Compare past offers and policyFind earlier prices offered to this customer. Compare the request with the discount limits and exception rules you provide.
  3. Draft the customer replySave a courteous, unsent reply in the same conversation. Avoid promising a concession that needs approval.
  4. Flag requests needing approvalAdd the approval label you choose when the request exceeds the limit or the evidence is unclear. Leave the pricing decision to your team.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com or Zoom.

2 tools
Set your rules
  • Choose the customer inbox and the email label used for requests that need discount approval.
  • Provide the current approved discount policy page, including concession limits, eligibility rules, and who approves exceptions.
  • Set the reply tone and sign-off the support rep wants in customer drafts.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Draft Discount Replies:

Will the Agent send the reply to my customer?

No. You get an unsent draft in the same email conversation, ready for a rep to review and send.

What if the customer asks for more than our policy allows?

Your rep gets a draft that makes no unapproved promise. The Agent adds the approval label you choose so your team can decide.

Which policy and inbox will the Agent use?

You choose the customer inbox and provide the current discount policy page. You also set the reply tone and sign-off.

What if earlier offers are missing or a reply already exists?

You get an acknowledgment draft and an approval label when no reliable offer turns up. If your rep has already replied or a draft exists, the conversation stays unchanged.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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