Promentum's AI Sales Agent is a smart extension for Uniconta that automatically analyzes incoming emails, recognizes customer requests and converts them into quotes or sales orders - all without the need for product codes, fixed formats or integrations.
All a customer or prospect has to do is send an email requesting something like "10x IPA + 12-pack of white beer" - the AI agent retrieves the request from the inbox, links it to the right customer or prospect, recognizes the requested items and creates the quote or order in Uniconta .
Free text emails are automatically understood
No structured formats or product codes required. The AI recognizes requests in plain language and extracts relevant data from the email.
Direct customer link and quote or order creation
The AI recognizes the sender, links it to a customer or prospect record, and automatically creates a quote or order in Uniconta.
Item lines with certainty percentage
For each line, the AI indicates how certain it is of the correct interpretation. This makes checking easy and prevents errors.
Save time and administrative work
Reduce manual entry of emails, phone calls or PDF requests. The AI Sales Agent processes everything automatically.
Works in all languages and email structures
The AI understands requests in multiple languages, even if they are incomplete or differ from your standard product descriptions.
Secure and targeted
Only sales requests are processed. Other messages in the inbox - such as invoices or newsletters - remain unaffected.
Receive the request by e-mail in the Uniconta
Customers or prospects simply send their quotation or order request to the usual e-mail address.
The AI analyzes the content
The Sales Agent automatically determines whether it is a quote or order request, and recognizes the relevant data.
Customer link and quote or order creation
The AI matches the e-mail address with an existing customer or prospect record in Uniconta.
Rule recognition and interpretation
For each named article, AI determines which product is meant and generates quotation or order lines. For each line, the certainty percentage is displayed.
Everything clearly back in Uniconta
The user checks the generated quotation/order, adjusts it if necessary, and forwards it directly to the customer.
In many industries - such as wholesale, hospitality, manufacturing and business services - companies receive daily quotation and order requests via e-mail. Often without item codes, in free wording and in different languages.
The AI Sales Agent is specifically designed to deal with this variation. Instead of requiring customers to adapt to your system, the system adapts to your customer. This lowers your threshold for orders, speeds up your sales process and leaves you more time for valuable customer contact.
