AI agent for building customer quotes from Salesforce and Xero
Build a workflow that accepts a natural-language description of a customer's requirements. Use an AI agent with tools to search Salesforce for matching products and the account/contact, and to check inventory and pricing in Xero. Have the agent assemble a draft quote with line items, quantities, and prices, only including in-stock products. Require human review before the quote is finalized or sent, handle no-match and out-of-stock cases explicitly, and log the agent's reasoning. Output the draft quote with the products selected and any stock or pricing caveats.
What this prompt builds
Describe what a customer needs and let an AI agent match products, check stock, and draft the quote.
The problem
Building an accurate quote means jumping between the CRM for products, the accounting system for stock and pricing, and contact records, which is slow and error-prone for sales and finance. Mistakes in quotes cause margin leakage and rework.
Solution and impact
An AI agent takes a plain-language description of the customer's needs, finds matching products in Salesforce, verifies inventory in Xero, looks up the account, and drafts the quote. Quote turnaround drops from hours to minutes with consistent pricing and stock accuracy.