Latest action · Nov 13ACTAI at Work
In short: A bank used an AI agent to put new clients' records into one standard format, and staff review what the agent is unsure about. A seller can use the same pattern on the twelve months of bills behind a business proposal. Start with ten past proposals.
- Time how long it takes to type one customer's twelve bills into your proposal sheet. Do it for your next five proposals.
- Write your standard sheet. For each month: kWh, peak demand, the energy charge, the delivery charge and the contract end date.
- Take ten past proposals where you still have the bills and the sheet a person made.
For: Energy brokers, battery and solar sellers. Sells to businesses. 5 to 100 people. Owner, sales manager.