CONCRETE PROPOSALS, RESPONSIBLE DECISIONS
Prepare the next quotation action with reviewable AI assistance
Let the assistant inspect supported request and questionnaire context, then review a concrete proposed change before it can execute.
Help with preparation while keeping the decision
Quotation work contains repeatable preparation and consequential decisions. Tsumira exposes supported request and wizard context to the assistant and offers specific, reviewable actions for subsequent work. This is more concrete than generating an unconnected paragraph, but it is not an autonomous salesperson. The responsible person still checks what will change, which request is affected and whether the proposed commercial response is justified by actual information.
Read the relevant context before changing it
The assistant can read the supported request workspace and the company’s complete wizard-studio configuration. The studio read matters because saving a wizard draft replaces the whole specification, rather than patching an isolated sentence. A useful proposal starts from the current configuration and preserves the questions, notices and catalog policies that should remain. Request review likewise begins with the actual submitted context, not an invented customer brief or inferred authority.
- Supported request context
- Complete wizard-studio read
- Current configuration before replacement
Review a specific supported proposal
Available actions cover supported status changes, issuing a priced revision, promoting an issued revision, saving a wizard draft and publishing the stored wizard. Mutating AI actions remain review-before-execution and subject to the underlying operation’s permissions and validation. The reviewer should inspect the target, quantities, wording and expected current state. Approving a drafting change should not be confused with granting blanket authority to publish everything or make a customer commitment.
- Explicit operation and target
- Human approval before execution
- Underlying permissions still apply
Keep pricing and publication grounded
AI assistance does not create its own authority over prices, tax treatment or public release. Revision issuance follows the supported server-side calculation and current-state checks. Saving the wizard draft leaves the public configuration unchanged until its separate publication action. A financial handoff refers to an actual issued revision and the supported downstream draft flow. These boundaries make the result assessable: the proposal has a defined effect rather than a vague promise to complete the entire sales process.
- Validated pricing operations
- Draft and public wizard separated
- Issued source required for handoff
A concrete workflow
Ask with context
Specify the actual request or questionnaire improvement you want assessed.
Inspect the proposal
Check the complete intended operation and affected records.
Approve deliberately
Confirm only when wording, pricing context, scope and permissions are appropriate.
Review the result
Verify the updated state and any separate publication or financial draft action.
An illustrative working example
Example: improving an unclear question
A colleague asks the assistant to clarify a wizard question. The assistant reads the full current specification and proposes a replacement draft that retains the other questions and notices. The reviewer checks the complete change before approval. Saving it still does not change the public form. The company separately reviews and publishes the stored wizard when it is ready, preserving the distinction between preparation and a visitor-facing release.
Questions about this topic
Does the assistant issue quotations autonomously?
Mutating actions require review before execution and must satisfy their underlying permissions and validation. AI assistance does not replace the responsible commercial decision.
Why read the whole wizard before editing?
The save action replaces its complete specification. Reading it first helps preserve unrelated questions, catalog policies and notices.
Does approving a draft publish it too?
No. Saving a wizard draft and publishing the stored configuration are distinct supported actions with their own effects.
Can AI invent a new price or bypass state checks?
A proposal must satisfy the actual operation’s supported schema, pricing resolution and current-state checks. Review the commercial content before approval.
Explore connections around this workflow.
Ideas for intended connections. Check the actual availability, permissions and supported data for each app before using a scenario.
Google Docs
Workflow concept: Prepare approved commercial wording as evidence for a reviewed AI-assisted questionnaire proposal.
Slack
Workflow concept: Ask the responsible colleague to inspect the concrete AI proposal before execution.
Notion
Workflow concept: Document which quotation decisions require human review and what source context a proposal must retain.