AI-Agents for Account Managers in Policy Exceptions
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
List changes between a supplier's quote and your signed client agreement.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
12 toolsSee revised quote differences in the deal notes for each account.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
18 toolsDraft account price replies that reflect earlier offers.
You get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Draft policy-based replies to clients seeking lower quoted prices.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
