Wholesale & e-commerce · SME · 8 people
A quote out of a chat message, done in 10 minutes
Customer asks for a price → AI pulls the price, checks stock, drafts the quote, manager approves in one click
Work in
Quotes from chat+ human approval
To the customer
A person approves before it ever reaches the customer· drag to rotate
Example: Quotes from chat
LIVE DEMO1 · Work arrives
2 · The AI agent does it
- An AI agent reads the chat, pulls prices from the price file, checks stock in the system, drafts a PDF quote and notifies the manager
- The manager reviews on their phone, taps approve, and it reaches the customer immediately
- Connects to LINE OA
- Connects to Google Sheets (prices)
3 · You just approve
The manager approves every quote before it goes out · discounts above the threshold are bounced back for a person to decide
Result
10 minutes
Time per quote
10 minutes
Time per quote
was half a day
1 click
Human steps
was 5 steps
close to zero
Wrong quotes
was 2–3 a week
Before · through 5 hand-offs, each waiting on someone free
Today
5 steps, all by hand- 1An admin reads the chat and copies it into a file
- 2Passes it to sales to check price and stock
- 3Sales builds the quote in Excel
- 4Back to the manager to review, two or three rounds of edits
- 5Sent to the customer — half a day gone
With keelz
2 steps- 1An AI agent reads the chat, pulls prices from the price file, checks stock in the system, drafts a PDF quote and notifies the manager
- 2The manager reviews on their phone, taps approve, and it reaches the customer immediately
This is what you actually get
What your team sees every day once it is running — a person still approves anything that matters (Delivered in 3 weeks)
Stock and the price file are checked before every draft · one tap from the manager sends it and files it automatically
An illustrative example — the names and figures are invented so you can see the shape of the work; the real thing is built around your business.
Where people decide
The manager approves every quote before it goes out · discounts above the threshold are bounced back for a person to decide
What it connects to
Delivered in 3 weeks
Other use cases
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