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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

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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

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Shruti

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Eng Team

Lalit

Dhanesh

LLM Team

Jayant

Manipal

UI Team

Siddanth

Naresh

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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."

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Quote Agent, Happy Case, Internal Demo

"Quality means doing it right when no one is looking"

Designed by Yamparala rahul @ India

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🧑🏻‍ Gmail @ yamparalamedia@gmail.com

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