Flex Agents
Quote Speed Agent
Measures time from quote creation to submission by rep and customer.
Who Is This For?
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Pricing Teams
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Sales Teams
What Problem Does It Solve?
Slow Quote Turnaround Times
Identifying delays between when a quote is created and when it is submitted by the sales rep or customer.
Reduce Bottlenecks and Speed Up Quoting
Its goal is to reduce bottlenecks and speed up quoting, since quote delays negatively affect win rates and deal velocity
What Does It Do?
Monitors Quote Turnaround Time
Monitors quote turnaround time to reduce delays.
Measures Time
Measures the time from quote creation to quote submission (by rep and customer).
Alerts on Delayed Quote Delivery
Provides alerts on delayed quote delivery to drive faster action.
Methodology
Lag time analysis. Rep performance scoring. Customer pattern identification.
Business Objective (Typical Prompt)
Quote Creation to Submission Lag Analyzer
Measures time from quote creation to submission by rep and customer
Quoting; CreationDateTime; SubmitDateTime; SalesPerson; CustomerId; Quote complexity
Lag time analysis; Rep performance scoring; Customer pattern identification
Required Data
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Quoting
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Creation Date Time
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Submit Date Time
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Sales Person
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Customer Id
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Quote Complexity
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.