AI-Agents for Policy Exceptions working with monday.com
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Your sales team gets a clear quote decision, with the exact line to fix when a discount exceeds the limit you set.
4 toolsYour quote approvals come with a clear decision, and rejected quotes show the date or terms change needed before resubmission.
4 toolsPurchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.
Your support rep gets a calm reply draft in the customer's email conversation, shaped by your escalation guide and ready to review before sending.
5 toolsYour support inbox gets a courteous draft for an angry customer email, with threats or escalation concerns flagged for your review.
4 toolsGet an email draft in the customer's conversation. Review an answer based on your team's guidance before you send it.
6 toolsYou get a reply ready to review in the customer's conversation, with a flag when the price needs a decision.
Get an email reply draft when a customer asks for a discount. Review the offer or decline against your rules before you send it.
Get a refund reply ready for your review, grounded in the customer's email, purchase history, and the refund terms you provide.
19 toolsYour manager gets a personal reply draft in the guest's email thread, informed by visit notes and your recovery guide before anyone sends it.
5 toolsSee what changed before you approve a revised quote, with the differences right on the quote you're reviewing.
Your rep gets a cancellation reply draft based on the latest emailed order update and your terms, with anything uncertain flagged before sending.
