Deal Approval Agent
Reviews proposed deals against your pricing rules, suggests terms and prepares the approval request.
The challenge
Each case needs someone to gather the evidence, check it against the rules and decide. Simple cases wait in the same queue as difficult ones.
How it works
- 1A case arrives.
- 2The agent gathers the evidence and the rules that apply.
- 3It assesses the case and recommends a decision, with its reasons.
- 4Simple, low-risk cases within your limits go ahead.
- 5Everything else goes to your approver with the evidence laid out.
- 6The decision and the reasons are recorded in your system.
Your people stay in control
You set the limits. Only simple, low-risk cases inside those limits go ahead automatically. Everything else is decided by your approver.
Systems we work with in Marketing & Sales
- CRM such as Salesforce, HubSpot and Dynamics
- Marketing automation
- Ad platforms
- Web analytics and CMS
- Sales engagement and call recording
- CPQ
How we measure success
- How often the agent agrees with your experts
- How many cases are cleared without waiting
- How quickly decisions are made
Kind of work
Decisions and approvals. The agent gathers the evidence, recommends a decision, and passes anything that is not simple to a person.
More in Marketing & Sales
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Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.