finnUse cases
From inquiry to approved quote: an AI workflow for wholesale teams.
Connect a customer request to current pricing, employee review, and a quote the business can stand behind.
A buyer asks for 200 branded items by the end of the month. The request may arrive in email, while pricing, customer terms, and product details live elsewhere. A useful agent-assisted journey gathers those facts without making the customer repeat the order to every team.
Collect the details that change the price.
Ask for the product, quantity, customization, delivery location, and required date. Identify the correct customer account using the approved process. Do not assume a wholesale rate applies merely because the buyer requests it.
Retrieve current product and pricing information from the chosen owners. When a lead time requires a supplier or production check, leave it unconfirmed until that check is complete.
Prepare a proposal people can inspect.
Show quantities, unit prices, delivery assumptions, and any missing detail. Link the proposal to the relevant customer record. Identify exceptions such as a requested discount or an unusual delivery deadline.
A draft should be clearly labeled. The operations team needs to distinguish what the buyer asked for from what the business is prepared to promise.
Approve the exact offer.
Ask the appropriate employee to review the proposal and its exceptions. If the quantity or terms change afterward, determine whether a new approval is required before proceeding.
Keep a declined proposal from accidentally moving into the sending step. The employee should be able to explain the required change and continue the work without losing the request.
Save, send, and follow through.
Record the approved quote in the supported system and send it only to the verified recipient under the business’s rules. A saved quote and a delivered email are separate results; show either failure accurately.
Finn’s customer and employee agents can support both sides of this configured journey. Measure time to an approved quote, missing-information loops, and delivery failures. Do not count a drafted offer as a completed sale.