Agentic Automation for
Sales and Customer Service

Agentic Automation for Sales and Customer Service improves accuracy, speed, and overall efficiency for Sales and Customer Service teams handling high volumes of Sales and Customer Service inquiries.

Using Agentic Automation, Sales teams can analyze and respond to inbound requests more efficiently. Customer service teams can handle both customer and internal inquiries by accessing customer and product information 10x faster and provide intelligent suggested responses.

Process Flow

Agentic Automation manages the Sales and Customer Service order lifecycle end to end — from inbound request to completed sales order — with built-in intelligence and human oversight.

Email Received

Customer / prospect sends an email to the Inside Sales team with an RFQ or PO attached. This is usually in the form of a PDF file, but could also be other formats or even the body text of an email

Workflow Initiation

The AI Agent detects PO and RFQ emails and triggers the workflow without manual intervention

Intelligent Data Capture

The AI Agent extracts all required information regarding the parts request from the PO or RFQ

Search for Parts

The AI Agent searches the inventory master looking for all parts that potentially fit the request. Note the many attributes and also the possibility of using substitute parts result in a high number of parts that fit

Inside Sales dashboard

The AI Agent displays all parts that potentially match the request on a dashboard for the Inside Sales rep. All relevant information about each part is displayed, including availability. The Inside Sales rep ultimately selects the “best fit” part, and has override capabilities for that part, for example pricing

Customer acknowledgement

The AI Agent then sends an email of acknowledgement to the customer, and routes all relevant information to the sales order entry conversion automation

Sales order

The AI Agent then calls an RPA automation that converts the relevant information to a sales order, completing the workflow

Benefits of Agentic Automation for Sales and Customer Service

Agentic Automation for Sales and Customer Service delivers measurable improvements across accuracy, speed, and overall efficiency for Sales and Customer Service.