AI Quote Advisor

Data the agent collects

Structured intake replaces scattered notes and back-and-forth emails. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

• ✓Service type and scope of work
• ✓Location and site access
• ✓Timeline and budget range
• ✓Technical details (e.g. roof area, system size)
• ✓Contact details and preferred channel

Solar and renewables example

The agent asks about roof type, orientation, annual consumption, budget, and timeline. Your rep receives a deal-ready brief for quote and site visit. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

Sales process integration

Fields sync to CRM as a deal in “Quote in progress” stage plus email or Slack alert to the assigned advisor. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

Pricing

Setup EUR 500–1000 (richer script), monthly EUR 175–375. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

Compliance, quality, and scaling

Every Coldbot template supports GDPR-style guardrails: recording disclosure, contact consent, retention policy, and DNC lists aligned with your legal policy. Managers sample transcripts weekly - fix one objection path at a time, then raise dial volume. After a 50–100 call pilot you lock connect and meeting KPIs; RevOps exports results to CRM or BI via webhook. Your CSM helps tune qualification questions to your offer and vertical.

• ✓GDPR: consent, retention, DNC
• ✓Transcript QA - 10–20/week
• ✓KPI sign-off before scale
• ✓Webhook reporting to BI

FAQ

Frequently asked questions