Agentic Automation for
Sales and Customer Service
Agentic Automation for Sales for Sales and Customer Service improves accuracy, speed, efficiency and the Customer Experience, handling high volume, complexity and exceptions.
Sales teams can use Agentic Automation to automatically extract key data from PO’s and RFQ’s and serve it up into a Sales dashboard, and perform autonomous email communication with their customers and prospects.
Customer Service teams can use Agentic Automation to handle initial inquiries from customers, and retrieve previous sales information, product information and other relevant data required for the inquiry.
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.
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
The AI Agent detects PO and RFQ emails and triggers the workflow without manual intervention
The AI Agent extracts all required information regarding the parts request from the PO or RFQ
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
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
The AI Agent then sends an email of acknowledgement to the customer, and routes all relevant information to the sales order entry conversion automation
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.
Improved RFQ and PO Analysis
AI Agents improve how RFQs and POs are read, interpreted, and processed.
Increased Accuracy in Part Selection
Errors caused by manual judgment and part misselection are significantly reduced.
Sales Order Creation
The AI Agent invokes automation to convert the approved data into a sales order, completing the workflow.
Better Visibility into Matching Parts
Inside Sales teams gain clear visibility into all parts that meet request criteria.
Improved Customer Relationships
Accurate responses and faster acknowledgements improve
customer confidence.
Real-Time Inventory Visibility
Availability and substitute parts are visible in real-time, supporting
faster decisions.
Faster Quote-to-Cash Cycles
Automation reduces cycle times from request to completed sales order.