Trond Jarnes Business System Manager

Our sales team use a lot of time to manually process long RFQ's.

Today they have to add all quote lines manually. That is time consuming work.

What if we could create the quote by adding the RFQ document to Copilot?

The document usually contain most of the relevant information needed to create a quote.

I see that Business Central have almost this functionality. But not quite.

Here is some possible user stories:

User story 1: Create new quote. When in the quote form, select create quote with Copilot. Upload the RFQ pdf/Excel sheet and add a prompt (optional). The quote is created for the sales taker to review before sending.

User story 2: The customer sends an email to our sales team. This email is added as a queue item in Sales. From the queue item you get the option to draft a reply with the help from Copilot. The reply contain information about which of the requested products (from the RFQ) that we can offer and which we have to investigate further. The Sales taker can also create a quote with the help from Copilot. The attached RFQ document and email body is source of information. The quote is created for the sales taker to review before sending.

We have started using the Sales Qualification Agent. So far it looks promising.

One draback is that we can only set up one agent per environment.

Our sales department works with many different segments in many different industries.

We therefore see the need to set up several agents.

As an example, you can only add 3 key competitors in the agent config. In our case these key competitors are not the same across different industries.

Another example is products. We offer different kinds of products across different industries.

We really hope that it will be possible to add several agents per environment in the not so distant future.