Build and query customer quotes with a Tines agent

Watch how a Tines AI agent handles the entire quote-building process through a conversational chat interface. Sales reps describe what their customer needs, and the agent searches products, verifies inventory, and creates a complete draft quote across Salesforce and Xero—automatically.

What You'll See:

• Open the AI agent chat interface and describe customer solution requirements in natural language
• Receive a filtered list of matching Salesforce products, with images displayed where available
• Verify real-time inventory availability for selected products in Xero
• Look up existing customer accounts and contacts in Salesforce by name, email, or billing address
• Generate a complete Salesforce opportunity with contact roles, product line items, and pricebook pricing
• Review the finished draft quote ready for rep approval and delivery

Perfect For:

• Inside sales reps building multiple quotes daily who need to eliminate manual switching between Salesforce and Xero
• Field sales representatives generating quotes on-the-go via mobile without access to desktop applications
• Customer success managers creating renewal quotes that require live inventory confirmation before committing
• Sales operations teams standardizing the quote process to prevent out-of-stock promises and duplicate CRM records

Requirements:

Tines platform:

• AI in Tines enabled on your tenant
• AI agents feature enabled

Credentials:

• Salesforce – API credential with permissions to query products, accounts, contacts, and create opportunities and line items
• Xero – OAuth credential with access to inventory data and tenant information

Integrations:

• Salesforce API
• Xero API

Helpful to know:

• Basic familiarity with your Salesforce product catalog and pricebook structure
• Understanding of how your inventory is organized in Xero