Quotes and Prospects agent, AI agent

What it will do

It will qualify enquiries (need, budget, timing, decision-maker) and update the record in the CRM.
It will prepare a draft quote from your catalogue and your pricing rules.
It will prepare the follow-up of quotes that are unsigned or close to their expiry date.

What you approve

Sending a quote, any discount, any commitment on timing: always.
Simple follow-ups will be able to move to autonomy level 2.

What it never does

Invent a price outside the written rules.
Send a quote or grant a discount on its own.
Cold-contact people who have not asked for anything.

How it will work

It readsHubSpot, Pipedrive, Sellsy, Axonaut or Odoo; Gmail or Microsoft 365
It preparesIt will qualify enquiries (need, budget, timing, decision-maker) and update the record in the CRM.
You approveSending a quote, any discount, any commitment on timing: always.

Its tools

HubSpot, Pipedrive, Sellsy, Axonaut or Odoo
Gmail or Microsoft 365

It will connect to them through their official interfaces (APIs), depending on the plan you hold with each vendor.

At the slightest doubt, it hands over to you

Each agent has a written list of stop cases, agreed with you, and you can stop it at any time.

Among these cases

Request outside the catalogue.
Price your rules do not cover.
Customer in dispute or with unpaid invoices.
Request from a public body.

What will reach Kendu: figures only

The content of your emails, invoices and records will stay with you.

Enquiries qualified.
Draft quotes accepted or corrected.
Follow-ups prepared.
“Outside the catalogue” stops.

The rules common to all our agents

Each agent is built and tuned for you, after the audit of your tools. Four autonomy levels, a trial period at autonomy level 0 where nothing is sent, and a log of every action. AI is not included in our prices: subscriptions and model usage (Claude, OpenAI…) are paid directly to the provider, or re-invoiced at cost price, with no margin. Each task will be given to the cheapest AI model that passes our quality trial, tested and dated. Everything is detailed on the AI agent team page; the method, supervision and data and security explain how these rules apply.

The other agents in the Sales function

Customer Follow-up (CRM) agent: It will keep your CRM up to date after every exchange and spot forgotten deals.
Customer Reviews agent: It will read your Google reviews and prepare replies in your house tone.
Newsletter and Communications agent: It will prepare your newsletter and respect each subscriber's consent.
Public Tenders agent: It will spot, every day, the calls for tender that suit you and prepare the decision.
Translation agent: It will translate your website, your catalogue and your quotes into English, Spanish or Italian; you approve what is published.

See the 64 agents · Agents by industry

Quotes and Prospects agentAI agent · Sales · Specialised tier