AI-Agents for Client Services in Policy Exceptions working with Microsoft Office 365
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Review Revised Quotes
Show where a supplier quote changes commitments made to the client.
See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.
Works with
12 tools
12 tools
Review Proposal Revisions
Hold client handoffs until changed proposals receive a fresh review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Works with
11 tools
11 tools
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