Demand arrives in separate channels
Campaign forms, website enquiries, email, and follow-up context start in different places.
ATLAS / CUSTOMER SERVICE
Familiar files. In your company format.
A business-context reference for how document preparation and human review can fit a quotation process. Public records are synthetic; Atlas is the retained brand.
Detailed quotation workflow concept
Atlas Lead-to-Approved-Quote
Atlas Building Technology is a real door-and-window business. This public case shows the operating method with synthetic work items, not customer records or achieved performance claims.
The original fragmented process
The work crosses channels, files, specialists, and approvals.
The problem is not a missing chatbot. It is the repeated effort required to assemble reliable context before someone can make a decision.
Requirements live across files
Messages, schedules, drawings, revisions, and clarification notes must be reconciled.
Product evidence must be found
A specialist still needs an approved source for product direction and constraints.
Quote decisions are distributed
Technical facts, commercial sources, lead time, and release need named reviewers.
Target Lead-to-Approved-Quote flow
The first proof stops at an internally approved quotation.
Every transition produces something a person can inspect. Customer-facing release remains a named human decision.
- 01
Facebook / Google / Website / Email
- 02
Lead qualification
- 03
Sales follow-up
- 04
Customer files and drawings
- 05
Requirement schedule
- 06
Product recommendation
- 07
Optional visual proposal
- 08
Quote workbook
- 09
Technical and price approval
Department handoffs
Sales hands the request to Customer Service.
AI-prepared work moves forward only after the responsible department reviews its part of the record.
- 01
Sales
AI prepares
Customer request, conversation context and confirmed next action
People approve
Customer fit and requirement handoff
- 02
Customer Service
AI prepares
Requirement schedule and quotation in the agreed template
People approve
Source details, technical suitability, commercial terms and release
Customer Service Skills
Three saved tasks, configured around your templates.
Company document conversion, supplier-to-customer quotation, and drawing-to-quotation each have a defined input and reviewable result. The Examples directory contains their prepared outputs. The wider quotation journey below is a concept to scope and validate during a pilot.
Data and material inputs
Controlled source material makes prepared work reviewable.
The Pilot must catalogue where each fact comes from, which version applies, and what is still missing.
Sample lead context
Synthetic example- Lead ID
- lead_demo_architect_001
- Customer type
- Architect
- Project country
- France
- Product interest
- Ultra-slim sliding doors
- Status
- Synthetic example
Approved input classes
- Qualified lead brief
- Customer requirements
- Approved product information
- Drawings or schedules
- Quote templates
Sample prepared outputs
Inspect the work, not a performance claim.
These public artifacts demonstrate structure, source status, unresolved questions, and approval boundaries with synthetic values only.
Prepared output 01
Requirement schedule
Scroll the table horizontally to inspect all columns.
| Opening | Type | Width | Height | Review state |
|---|---|---|---|---|
| D-01 | Sliding door | 4200 mm | 2800 mm | Needs confirmation |
| W-03 | Fixed glazing | 1800 mm | 2400 mm | Prepared |
Prepared output 02
Product recommendation
D-01Technical review
Minimal-frame sliding system
Evidence status
Approved catalogue reference located
W-03Prepared
Thermally broken fixed glazing
Evidence status
Product sheet and dimension range located
Prepared output 03
Quote workbook preview
Commercial values are intentionally omitted.
Scroll the table horizontally to inspect all columns.
| Line | Scope | Source status | Review state |
|---|---|---|---|
| Q-01 | Sliding opening package | Price source required | Technical review |
| Q-02 | Fixed glazing package | Catalogue reference attached | Draft |
| Q-03 | Installation allowance | Assumption confirmation required | Draft |
Prepared output 04
Approval record preview
Decision boundary
Technical facts and dimensions
Responsible reviewer: Technical reviewer
Decision boundary
Product direction
Responsible reviewer: Product specialist
Decision boundary
Price, discount, and lead time
Responsible reviewer: Authorized commercial reviewer
Decision boundary
Customer-facing quote release
Responsible reviewer: Responsible business owner
Interactive workflow demo
Follow a synthetic enquiry into a reviewable quotation package.
The Atlas demo will show a controlled case moving through bounded Skills, quality checks, and human approval without asking for customer material.
Synthetic case · no customer upload- 01
Controlled source
Synthetic enquiry, opening schedule, and drawing notes
- 02
Prepared work
Requirements, exceptions, product direction, and quote checks
- 03
Review package
Workbook, PDF, QA record, and explicit approval boundary
Demo connection in preparation
Human approval boundaries
People approve facts, product choice, commercial terms, and release.
The workflow can prepare evidence and highlight exceptions. It cannot become the accountable technical or commercial decision-maker.
- Technical facts and dimensions
- Product selection
- Price and discount
- Lead time and final quote release
Final customer-facing action requires a recorded human approval.
Pilot scope and non-goals
Validate one controlled boundary before expanding downstream.
The next implementation proves whether Atlas-specific materials, reviewers, and exceptions can produce a reliable internally approved quote.
Next controlled implementation
Through internally approved quote
- Configure approved Atlas source materials and review rules.
- Run controlled examples from qualified lead through internally approved quote.
- Record unresolved information, source status, reviewer decisions, and revisions.
- Measure the workflow against an agreed baseline before claiming improvement.
Outside the first proof
Explicit non-goals
- No autonomous customer-facing quote release.
- No invented price, discount, product fact, or lead time.
- No replacement of CRM, file storage, accounting, or ERP systems.
- No contract, order, delivery, or payment automation in the first proof.
Measurement plan
Baseline first. Pilot targets second. Achieved results only after evidence.
The first run establishes what to compare. Public claims are not created from unverified estimates.
Preparation time
Compare baseline and Pilot time from complete inputs to first reviewable draft.
Pilot target — not an achieved result
Missing requirements
Count unresolved fields identified before technical and commercial review.
Pilot target — not an achieved result
Revision behavior
Record why a draft returns, which source changed, and who resolved it.
Pilot target — not an achieved result
Approval completeness
Check whether every required technical and commercial decision has an owner and record.
Pilot target — not an achieved result
Transferability
The method transfers when the operating pattern is similar.
Other trading and project businesses can use the same workflow shape, but their source materials, rules, products, reviewers, and measurements must be configured separately.
- Leads arrive through repeated, identifiable channels.
- The offer depends on drawings, requirements, schedules, or configuration choices.
- Approved product and company knowledge can be separated from unsupported claims.
- A responsible person already approves technical and commercial decisions.
Workflow Review
Review a similar lead-to-approved-quote workflow.
Bring one repeated quotation process, its source materials, one responsible reviewer, and the result you want to measure.