Flex Agents
Deal Velocity Agent
Monitors quote-to-close time and approval process efficiency.
Who Is This For?
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Pricing Teams
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Sales Teams
What Problem Does It Solve?
Slow Deal Cycles
It solves the problem of slow deal cycles by identifying where delays occur between quote creation and deal closure.
What Does It Do?
Monitors Quote-To-Close Time
Analyzes Approval Process Efficiency
How many steps, how long each takes, etc.
Highlights Cycle-Time Delays
Highlights where cycle-time delays occur so teams can take action to speed up the deal process.
Methodology
Velocity calculation. Process mining. Bottleneck analysis.
Business Objective (Typical Prompt)
Deal Velocity Tracker
Monitors quote-to-close time and approval process efficiency
Quoting; Approval steps; Close dates; Deal complexity metrics
Velocity calculation; Process mining; Bottleneck analysis
Required Data
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Quoting
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Approval Steps
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Close Dates
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Deal Complexity Metrics
The Pricefx Copilot does not support the generation of the Flex Agents. The Flex Agents can only be created manually through the Flex framework and the Agent Model Object creation process.