Features
AI-powered price setting with cost trend tracking and repricing flags
Automated quoting from RFQ emails, PDFs, and unstructured text
Guided selling with TCO analysis, margin defense talking points
Ingests Excel, CSV, PDF, scanned TDS/MSDS without data cleanup
Resolves vague product descriptions to exact SKUs with confidence scoring
Learns tribal knowledge from historical quotes and email context
Enforces complex business rules (tiered discounts, margin thresholds)
Human-in-the-loop with one-click approve or override
Real-time integration with ERP, CRM, and pricing spreadsheets
Syncs quotes to CRM/ERP and generates PDF outputs
24/7 autonomous agent operation
Up and running in days, not months, no rip-and-replace
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
