AI-Agents for Deal Desk Analysts in Policy Exceptions working with Zoom
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 each quote departure alongside the approved deal value.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsCheck deal concessions against the latest customer-approved terms.
See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.
10 toolsShow exact term differences before commercial approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
27 toolsMark discount requests needing approval in a draft for sales review.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
