Roles we staff · Sales
AI agents for estimating and quoting.
Requests for quotes turned into draft estimates from your price rules. Agents take on the repeatable work, Ergon operators run them every day, and your people keep the decisions.
Who does what
The estimating and quoting assistant role, split three ways.
Every task has an owner. Consequential actions wait for a named person on your team.
Agents
Do the repeatable work
- Read the request and pull the specification
- Draft the estimate from price lists and rules
- Follow up on open quotes
Ergon operators
Run the agents every day
- Check drafts against the pricing rules
- Fill gaps from past quotes
- Flag unusual requests
Your people
Keep the decisions
- Approve every price a customer sees
- Decide discounts and exceptions
A first task
Start with one piece of the role.
A small, repeating task with a clear input, a clear output, and a person approving the result. The Agent Role Diagnostic codes it in one hour for $750.
Draft estimates for sample requests from a price list.
Systems usually involved: CRM, price lists, quoting tool, email
Questions
Can an AI agent do estimating and quoting work on its own?
Not on its own, and not by design. Agents read the request and pull the specification; draft the estimate from price lists and rules; follow up on open quotes. An Ergon operator reviews what the agents are unsure of. Your people approve every price a customer sees and decide discounts and exceptions.
What would a first agent do?
Draft estimates for sample requests from a price list. The Agent Role Diagnostic ($750) codes an agent on a task like this in one hour, delivers the code, and adds a one-page Role Card and a consultation.
Which systems does it work with?
Typically: CRM, price lists, quoting tool, email. The agent gets only the access it needs, and the permissions are written down before it starts.
How do we start?
Take the free role check for this role, or ask an engineer in a free 15-minute call. When the role looks promising, the Diagnostic shows one task in code.
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