Start with AI intake, then use confidence to decide when system fallback is needed. Sales confirms only at key checkpoints while work moves through the business stages.
AI pre-reads files, conversations and RFQs with evidence instead of writing formal facts directly.
Only key fields below the threshold enter system fallback and follow-up questions.
Prices, discounts, lead times, certifications, warranties and formal quotes require human confirmation.
Organize work by the actual inquiry journey instead of flattening every task type for the team.
Send the conversation, RFQ summary or attachment notes to AI first; fallback is used only for low confidence.
Identify source, country, product direction, quantity and budget signals.
High-confidence fields enter the draft; low-confidence fields wait for confirmation.
Fallback classification and follow-up questions run only when key fields are missing.