Intelligent CPQ
Instant, accurate quotes for complex products and services, with AI doing the work and your experts making the calls. Intelligent CPQ for equipment, insurance, auto finance and other high-consideration B2B sales.
AI and human orchestration is the core. Voice and chat agents take the inquiry, qualify the buyer and gather requirements. The system configures the solution, prices it within your rules and generates the quote in minutes. Risk checks flag anything unusual, and smart routing brings in the right expert, underwriter or dealer exactly when judgment is needed. Every quote and conversation feeds win/loss intelligence back into the system.
What you get
- AI and human orchestration: clear rules for what agents handle, when people step in and who owns each decision
- Voice agent design: AI agents that answer calls, qualify buyers and capture requirements in natural conversation
- Instant quote generation: configuration, pricing and proposals in minutes, not days
- Risk mitigation: pricing guardrails, margin protection, compliance checks and anomaly flags before a quote goes out
- Smart routing: the right rep, specialist, underwriter or dealer for every deal
- Approval workflows: discounts, exceptions and high-value deals
- Financing and underwriting: eligibility workflows for regulated and high-ticket sales
- Win/loss intelligence: learning from every quote and conversation
- Platform integration: Salesforce, HubSpot, Microsoft Dynamics or custom CRM and CPQ
Proven in
Questions
What is intelligent CPQ?
Intelligent CPQ (configure, price, quote) uses AI agents to qualify buyers, configure solutions and generate accurate quotes in minutes. Experts stay in the loop for pricing exceptions, risk and final decisions. It is built for complex products and services such as equipment, insurance and auto finance.
Does it replace our sales team?
No. AI handles intake, configuration and paperwork, so your experts spend their time on the deals and decisions that need judgment. The design starts with clear rules for what agents do, when people step in and who owns each decision.
Can a voice agent really handle quote requests?
For the structured part, yes. A well-designed voice agent answers calls, qualifies the buyer and captures requirements in natural conversation, then hands off to the right person with full context. Negotiation and exceptions stay with people.
Does it work with Salesforce or HubSpot?
Yes. Intelligent CPQ integrates with your existing CRM and CPQ platform, whether Salesforce, HubSpot, Microsoft Dynamics or a custom system, and extends what you have rather than replacing it.
How long does an implementation take?
It depends on product complexity, pricing rules and the systems involved. A focused pilot on one product line or channel is usually the safest start, with scope and timeline agreed after reviewing your current quoting process.
