A quote enquiry rarely requires writing alone. A specification, current price list or delivery detail may be missing. AI is useful when it makes this preparation structured and reviewable.
chifty connects company knowledge with chat and email work. Discounts, contract terms and delivery commitments remain decisions for authorised people.
Prepare enquiries with the right context
Use Knowledge for approved product documents and work instructions. Chat helps analyse documents and explain differences; Office supports the email draft.
This is useful when information is scattered across repositories. If your CRM already covers the complete process, first identify the specific gap an additional knowledge search would address.
Example: a product variant enquiry
This fictional example illustrates the review needed before a sales commitment.
Fictional enquiry
- Fictional source
- Variant sheet: connection and pressure range determine the suitable version. Delivery date and discount require separate approval.
- Request
- Will the system work with our existing connection, and what would the modification cost?
- Example result
- Please confirm the connection size and required pressure range. We can then review the suitable version and prepare an offer with a confirmed delivery date.
- Human review
- Review the technical variant, document version, price validity and authority to approve separately.
Assign owners to binding information
Price lists, discount rules and product approvals have different owners. Record validity and distinguish general information from customer-specific agreements.
An internal opinion must not become a guaranteed product capability. Make missing information and approval an explicit part of the review.
- Choose current product documentation.
- Identify valid price and terms sources.
- Restrict confidential customer documents to appropriate roles.
- Return incomplete answers for clarification.
Start with one sales workflow
Choose a product group and representative anonymised enquiries. Compare the current research process with the reviewed workflow, recording corrections as well as time.
We discuss systems, roles, mailboxes and required sources. Availability and deployment are agreed for the specific project.