The core function of the sales agent is to assist sales representatives and buyers in efficiently finding the correct products within the CPQ catalog and adding them to quotes. This agent is positioned in both the core CPQ UI within the CRM as well as in CPQ collaborative quoting.

• Helps sales reps and buyers quickly find the right product: This directly addresses a common challenge for sales teams and their customers (buyers) – navigating complex product catalogs.
• Natural language interaction to search CPQ catalog & add product(s) to Quote: This emphasizes the ease of use, allowing sales reps to search for products using natural language queries and seamlessly add them to customer quotes.
• Integration: This agent will be integrated within PROS Smart CPQ, thus complementing the existing functionality and search workflows.
  Note: This agent can significantly improve the efficiency of the quoting process, reduce errors in product selection, and enable sales representatives to respond to customer needs more quickly.

• Search the catalog based on a description
• Communicate back and forth in natural language to help the user find a product that matches their needs and add chosen products to the cart
• Remember the current conversation context and add more of the same products
• Remember the current conversation to search for other similar products
• The agent can add more of a product/SKU previously added, but it cannot adjust the quantity of a specific line in the quote.

The Agent cannot do the following actions:

• Remove products
• Remember the conversation after the user resets the chat
• It is not designed to be a quick search; it is designed to help the user search through the catalog based on a description/use case.
• Clone existing quotes
• Understand context from historical quotes/agreements (for the same customer or different customers)
• Understand how often each product is transacted on
• Adjust values in cells like price or discount