Answer price inquiries
agent · sales
running
- task
- Read inquiries from sales@, create the quote, reply
- tools
- ERP · mailbox · product catalogue
- data
- master data · price lists · knowledge base
- approval
- automatic up to €5,000 · above that: sales
All our agents work on the robodocxs platform: the ones for documents, for mailboxes, for knowledge and the ones we build for your process. You see what each of them does and decide what it may do.
Answer price inquiries
agent · sales
running
A trigger starts it: by hand, on a schedule, by email, upload or API call. Plug together what your agent needs.
Triggers
Create quotes
ExampleStarts onManualScheduleEmailUploadAPI callnothing plugged in yet
UsesERP accessEmailOffice 365API callsWeb searchExcel exportApprovalKnowledge baseProductsCompaniesMemorynothing plugged in yet
Tools
Data
A clear assignment in words plus a fixed result format: what the agent reads, what it delivers and how it knows it is done. Every change to the assignment is versioned.
Mailbox, ERP, file share, webhooks or your own interface: every connection via REST, OData or SFTP becomes a tool the agent uses deliberately.
Master data from your ERP, price lists, documents and a knowledge base with semantic search – the agent works with your data instead of guessing.
For every tool you decide: automatic, only after approval, or not at all. Open approvals land in an inbox for your team.
For your own integrations robodocxs provides a REST API: retrieve data, match and enrich results, trigger processes. For common systems there are ready-made routes.
Handover to these systems and more
Orders, invoices and receipts as PDF, scan or photo – including multi-page documents with tables.
Tables from Microsoft Excel or as CSV, as customers and suppliers often send them.
The format of modern interfaces. We read it and deliver results as JSON by webhook.
The format of many ERP and shop systems. We read it and deliver results as XML, too.
Fixed record formats for data exchange with ERP systems – produced from templates we set up for your system.