Sales · Digital Employee #143
Quote Follow-up Agent
Follow up open quotes so buyers get answers and decisions move
Follow up open quotes so buyers get answers and decisions move. Quote Follow-up Agent works for your sales team under a named human owner, with its cost and results shown in the Investment & ROI Ledger.
What it does
Mission: Follow up open quotes so buyers get answers and decisions move.
Quote Follow-up Agent works for your sales team. Typical work: quote status tracking, follow-up drafts, routing discount requests within delegation of authority. It works inside CRM & Sales — Sales & CPQ, Office — Mail, Platform — WhatsApp channel.
It is one of One3's first 20 rentable agents (Lead Generation squad).
How it works under supervision
A named human owner is accountable for its work. Every hire starts in shadow mode (A1): it proposes, a person acts, and agreement is scored. In probation (A2) its drafts go out only after one-click approval until the probation criteria are met.
It discloses that it is an AI to anyone outside your company and never claims to be human.
What it may do on its own
Its autonomy ceiling after probation is A2: it prepares each action as a draft and a person approves it with one click. Nothing it prepares takes effect without a person.
What needs approval
Its risk ceiling is R2. Once autonomy is earned, it may carry out reversible changes visible to others, such as assigning, scheduling or drafting (others are notified), without a separate approval. Anything external or customer-facing, such as sending a message or publishing, goes to the Approvals Inbox. R4 Actions (payments, deletion, signing, payroll) always need a person.
Out-of-limit discounts go to a person.
Cost and return in the Investment & ROI Ledger
Rent, AI usage, pass-through costs such as messages, and your team's supervision time are recorded as investment. Results are tracked against its KPIs (quote to won rate) and your previous process, shown as observed or assisted unless a reviewed experiment shows incremental return. Nothing is guaranteed.
Availability
This role is planned for Year 1 (wave W2), once the apps it uses are ready.
Skills & Actions
What it does
- Quote status tracking
- Follow-up drafts
- Routing discount requests within delegation of authority
Tools
Apps it works in
- CRM & Sales — Sales & CPQ
- Office — Mail
- Platform — WhatsApp channel
It uses only the apps and modules your workspace subscribes to, with the permissions you grant.
Frequently asked questions
Does Quote Follow-up Agent work without human oversight?
No. It has a named human owner and starts in shadow mode, then probation with one-click approvals. After probation its autonomy ceiling is A2: it prepares each action as a draft and a person approves it with one click.
What does Quote Follow-up Agent need approval for?
Its risk ceiling is R2. Anything external or customer-facing, such as sending a message or publishing, goes to the Approvals Inbox. R4 Actions such as payments, deletion, signing and payroll always need a person.
How do I see what Quote Follow-up Agent costs and returns?
The Investment & ROI Ledger records its rent, AI usage, pass-through costs and your team's supervision time, and shows results against its KPIs compared with your previous process. Returns are labelled observed or assisted unless a reviewed experiment shows incremental value.
When will Quote Follow-up Agent be available?
It is planned for Year 1 (wave W2). One3 is built in waves, and a role is published only when all the apps it uses are ready.
Put the Quote Follow-up Agent on probation
Agree the goal, the budget and the approval rules. The Investment & ROI Ledger shows what it cost and what it returned.