Which data
Enquiries from the inbox and your price list. Customer data only as far as the quote needs it.
Understand the request, spot missing details and prepare a draft that can be checked. The decision stays in-house.
Example · no real AI processing
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Enquiries from the inbox and your price list. Customer data only as far as the quote needs it.
No pricing by the model. Calculations use the rates you have stored.
No quote goes out before it is approved. Until then the draft stays marked as a draft.
This story belongs to this solution group. There you can read how such an application is developed and what it needs in operation.