WWorkbase AI Book demo

Demo workspace

Inquiry-to-Quote workspace.

A static clickable demo showing how Workbase AI turns a WhatsApp inquiry into an inquiry summary, product match, quote draft, approval queue, and owner daily brief.

No backend No real login No automatic sending Static mock data only
Workbase AI Revenue Inbox
Needs approval
AI Inquiry Summary Boutique hotel, Greece

Inquiry selected. Generate the summary to see extracted quote requirements.

Source
WhatsApp
Product
Solar-powered aluminum pergola
Quantity
6 units
Size
4m x 5m each
Missing info
Site access, install window, final delivery address
Product Match Solar pergola kit · aluminum frame
Waiting

Matched against product catalog, solar kit option, coastal finish, and hotel terrace use case.

  • Product catalog checked
  • Quote template selected
  • Approval rule applied
Quote Draft €43,200 estimated value
6 x solar-powered aluminum pergola€39,600
Solar kit configurationIncluded
Freight and setup allowance€3,600

Draft includes commercial terms and 3 confirmation questions before sending.

Questions before sending
  • Confirm final delivery address.
  • Confirm hotel terrace access.
  • Confirm preferred installation window.
Approval Controls Human review required

No customer-facing quote is sent from this demo. Your team approves, requests edits, or books a real pilot.

Static demo action. Nothing is sent.
Owner Daily Brief Today
New inquiryBoutique hotel, Greece
Quote value€43,200
Next actionReview quote draft
Brief statusWaiting for approval decision
Audit Log No automatic sending
11:42Inquiry selected from WhatsApp.
11:43AI summary ready for review.

Want this built around your quote process?

Bring one quote template, one product catalog, and one real inquiry workflow. Workbase will map the pilot around that.

Book a demo