Quote Agent
I played a key role in designing and implementing new AI agent in Entytle Agenting Ecosystem for OEM IB Market, Ensuring fast, easy and action oriented design with user feedback and easy dev build.
Updated on 4 Feb 2025

Context
The Quote Agent is a feature designed to streamline the process of placing, managing, and tracking quote for users within the application. The feature aims to improve user efficiency and enhance the overall quote management experience.
Category
UX Design
Year
Dec 2024-25
Team
Product Team
Apratim
Pooja
Shruti
Eng Team
Lalit
Dhanesh
LLM Team
Jayant
Manipal
UI Team
Siddanth
Naresh
UX Team
Me
Prathmesh
Harshad
Legends
Theroy
Know about user problem, business problem, insights, ideation and outcomes.
Flows
Know about user flows, demo videos and how things done with feedbacks and direciton
Screens
Know about design iterations.
Phase 1 Imlementation Notes. Team had a call with RAJones on 4th Feb. and Following are notes . The rocess they mentioned goes like this. 1- Receiving & Categorizing Quote Request.
Demo with CEO "Vivek"
Design related Feedback
Add new stage "Quotes to be reviewed", where re-editing and resending the quote would be allowed.
Signle Frame View: "Display emails and quote details in a single frame"
A version for location 360: "Show a quote agent tab filtered for the location 360 so sales rep can see their particular view."
