AI sales agent

Ellory by Agentiqal

Complex quotes in minutes, not hours. More time for customers.

The AI sales agent brings together customer history, finds the right products and prepares quotes, messages and orders. It helps keep CRM and ERP information up to date and follows up on your commitments. You focus on relevant conversations, negotiation and growing the commercial relationship.

See the sales agent at work.Watch videos Talk to our team

Video examples

34 seconds

Before the meeting

Read transcript

0:00You have a meeting with Northstar Office. Orders, the quotation and notes are in different places.
0:07Ellory brings together three orders, quotation Q-1042 and service note S-031.
0:14Two boxes are missing at the West branch. Resolution is unconfirmed. Start the conversation here.
0:21Open the source and read the 14 September note. The facts remain checkable.
0:27You have a meeting brief and a next step: find an alternative to the unavailable toner.

All data and documents are fictional.

40 seconds

An alternative with evidence

Read transcript

0:00The customer needs two Atlas T240 toners for a P240 printer. Stock is zero.
0:07Ellory compares Nova C240 with replenishment of the original product.
0:12The data sheet lists model P240. Nova yields 2,200 pages, compared with 2,400 for the original.
0:22Nova: 12 confirmed units at RON 180. Original: RON 240, with an estimated 5-day lead time.
0:31Choose the compatible alternative. Two units, RON 360 excluding VAT, enter the working quotation.

All data and documents are fictional.

35 seconds

The quotation moves forward

Read transcript

0:00Quotation Q-1042 was sent: 20 reams of A4 paper and two original toners.
0:06Ellory preserves the original and prepares a revision with the Nova C240 alternative.
0:12Add 10 A4 folders. Changes are visible beside the sent document.
0:18Choose 8% instead of 5%. On a RON 980 subtotal, the new total is RON 901.60 excluding VAT.
0:28The message is prepared for Alex Marin. You review and confirm before sending.

All data and documents are fictional.

Music: Inspired — Kevin MacLeod · Creative Commons Attribution 3.0

Customer 360 and account planning

I have a customer meeting. What should I know?

Orders, quotations and service notes form a sourced brief. The unresolved delivery comes before commercial opportunities.

See Ellory in a demo

What if…

eElloryIllustrative scenario

3 orders1 active quote1 service note

Before the meeting18.09.2026

Northstar OfficeOffice supplies and equipment

Open a point to see the document behind it.

Fictional data · you remain in control of the result

What if…

And after the customer conversation.

Explore the request, the prepared information and the effect of your choices.

Finish the meeting with an updated CRMView exampleClose

The starting conversation

You: “I discussed a package for West Branch with Northstar. Record what we agreed and prepare the next step.”

Agent: “Your notes indicate 30 workstations, a quote by Thursday and an open installation question. I have prepared the opportunity update and follow-up task. The budget is unconfirmed.”

You: “Keep the budget unconfirmed and include the question in the message.”

The result of your choice

When will you follow up?

Information: CRM: 30 workstations · West Branch
Needs verification: Budget unconfirmed · Installation to clarify
Pending: Task: quote and follow-up on Thursday

Illustrative example · Fictional data

Visible result: meeting note, proposed CRM fields, a dated task and a follow-up message. Choosing the date updates the task. Benefit: less administration after meetings and fewer forgotten commitments. The update follows confirmation or the configured rule.

Discuss this situationLink to this example

Prepare follow-ups on open quotesView exampleClose

The starting conversation

You: “Which quotes should I follow up on today?”

Agent: “You promised a revision of Q-1042 today. Q-1060 expires on Friday. For Q-1031 we are still waiting for the customer’s specification. I have prepared a message for each situation.”

The result of your choice

Q-1042 follow-up

Pending: Q-1042: revision promised today
Pending: Q-1060: expires Friday
Pending: Q-1031: awaiting specification

Illustrative example · Fictional data

Visible result: a list with the follow-up reason, relevant document, contact and prepared message. You can postpone one follow-up without changing the other quotes. Benefit: more relevant conversations and less time reconstructing history. An expired quote is not automatically interpreted as lack of interest.

Discuss this situationLink to this example

Check delivery before replyingView exampleClose

The starting conversation

You: “The customer is asking where the last two boxes are.”

Agent: “The order contains 10 boxes. Eight are confirmed delivered and two are in a separate shipment without receipt confirmation. I have prepared the message and a verification request for the transport team.”

The result of your choice

Check a shipment

Information: Shipment 1 · 8 boxes
Confirmed: Source: receipt confirmation · today
Confirmed: Status: delivered

Illustrative example · Fictional data

Visible result: shipment status and a message containing confirmed information. Selecting the shipment reveals its source and latest update. Benefit: a prepared answer without repeated calls to reconstruct the situation. Ellory maintains the commercial relationship; the support agent can take over the delivery case.

Discuss this situationLink to this example

Prepare the order for ERPView exampleClose

The starting conversation

You: “The customer confirmed paper and folders for West Branch. Prepare the order.”

Agent: “I have taken the accepted line items, applicable terms and branch address. The toner remains in the quote, awaiting a reply. Can you confirm the receiving contact?”

The result of your choice

Where will it be delivered?

Information: Paper and folders · Toner remains in the quote
Information: West Branch · 12 Warehouse Street
Information: Receiving contact: Ana · Order prepared

Illustrative example · Fictional data

Visible result: a prepared order linked to the quote, with line items and destination to check. Changing the branch updates the address and contact. Benefit: less re-entering data and a clearer handover to operations. The order is recorded or sent only after the authorized step.

Discuss this situationLink to this example

Go straight to your situation.

21 ways to move a customer relationship forward. Every example has a result you can explore.

Finish the meeting with an updated CRM Prepare follow-ups on open quotes Check delivery before replying Prepare the order for ERP

Less repetitive work. More time for what matters.

Complex quotes in minutes, not hours. The agent takes the request line items, identifies products, applies commercial rules and flags what needs clarification. The team reviews the quote without rebuilding every document from scratch.
A shorter sales cycle. Clarifications, revisions and approval requests are prepared together with the next step. The agent reduces the time between enquiry, quote and order, keeping the commercial conversation moving.
CRM and ERP are easier to keep up to date. Meeting notes, contacts, opportunities and orders are prepared for updating in connected systems, following company rules. Salespeople spend less time copying the same data.
Communication grounded in the actual conversation. Messages follow up on documented requests, objections and commitments. The customer receives a relevant response, while the salesperson reviews and adapts the tone.
Less searching across applications. Orders, quotes, deliveries and unresolved issues are brought together before the conversation.
More time for valuable sales activities. The team gains time to understand needs, demonstrate products, negotiate, develop accounts and pursue higher-value opportunities.

From the request to the next step

Customer context and account development: prepared meetings, relevant opportunities, declining purchases, commercial status, the right person and location.

Products and solutions: compatible alternatives, complete packages, budget fit, discontinued products and special requests.

Quotes, negotiation and orders: enquiries turned into quotes, revisions, recurring orders, commercial terms, discounts, old quotes and partial acceptance.

An AI agent alongside your sales team.

Ellory understands customer context, finds solutions and prepares commercial documents. You lead the relationship and confirm the next step.

Talk to our team

Explore further: story chapters

Context. Solution. Next step.

Read the story at your own pace. Choose a chapter or continue exploring above.

Customer 360 and account planning

Enter the conversation with the full picture.

Watch the video story

eElloryIllustrative scenario

3 orders1 active quote1 service note

Before the meeting18.09.2026

Northstar OfficeOffice supplies and equipment

Open a point to see the document behind it.

Fictional data · you remain in control of the result

Products and solutions

The alternative has evidence, beyond a similar name.

Watch the video story

eElloryIllustrative scenario

Requested · unavailableAtlas T240For Atlas P240 printer · 2 units

Stock 0

C240 data sheet, rev. 2: P240 listed. Yield is 200 pages lower than the original.

In the working quotation2 × Nova C240 · RON 360.00

Fictional data · you remain in control of the result

Quotes and negotiation

The original stays intact. The next step is ready.

Watch the video story

eElloryIllustrative scenario

Q-1042Sent · v1

A4 paper · 80 gsm20 × RON 25.00 · 500 sheets / ream

RON 500.00

Atlas T240 toner2 × RON 240.00 · Compatible with Atlas P240

RON 480.00

Total · 5% discountRON 931.00

Q-1042Revision · v2

A4 paper · 80 gsm20 × RON 25.00 · 500 sheets / ream

RON 500.00

Nova C240 toner2 × RON 180.00 · Compatible with Atlas P240

RON 360.00

Total · 5%RON 817.00

Message prepared for Alex Marin

We have updated your quotation with the compatible Nova C240 alternative. The revision is attached for review.

Draft · not sent · prices exclude VAT

Fictional data · you remain in control of the result

Benefits for each sales situation

What you gain in each sales situation

Explore the story and sales examples

You lead the conversation.Ellory prepares the next step.

An AI sales agent that brings the context, prepares the work, and leaves the decisions with you.

Talk to our team

YouThe relationship starts here.

“Help me prepare for Northstar Office.”

OrdersQuotesNotes

Ellory

Your AI sales agent

Meeting brief

Northstar Office

2 missing boxes to follow up
A4 paper, ordered regularly
Quote Q-1042 to revise

Ready for your review

You ask. In your own words.Ellory prepares. With your context.You decide. Always.

01 / 05Prepare a meeting

Explore the full example

An agent for the work around every sale.

Where will you start today? Enter a situation and see how it connects to the next step.

Explore the examples

Ellory by Agentiqal · AI Sales Agent

Get the customer information you need, find the right products, and prepare quotes and next steps. Ellory works with your team’s information and commercial rules.

One customer. One working day.Northstar Office

eElloryIllustrative scenario

3 orders1 active quote1 service note

Before the meeting18.09.2026

Northstar OfficeOffice supplies and equipment

Open a point to see the document behind it.

Fictional data · you remain in control of the result

See what happens next

Back to all situations

What could this look like in your team?

We’ll show you Agentiqal agents using scenarios prepared by our team.

Together, we discuss Ellory’s role and configuration for your company.

Talk to our team