AI-Agents for Sales Managers 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.
Spot changed quote terms before approving a customer offer.
Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.
20 toolsApprove quotes only when concessions match the buyer's email.
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 deal-to-quote differences before sales 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 toolsPrepare discount replies for your salespeople to review before sending.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
