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Agentic Commerce

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Buyer-Agent Services Proposal Agent

Define scope before agreement.

Draft a services proposal for a buyer's AI assistant with clear work, costs, timing and exclusions.

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Services proposalIllustrative demo

Propose migration of 40 pages and three integrations for the buyer agent.

  1. Matched requested scope to service catalogue.

What it does

Translate the buyer's brief into work you can deliver.

Draft a services proposal for a buyer's AI assistant with clear work, costs, timing and exclusions. Built for service merchants answering qualified buyer-agent briefs.

  1. Define the service scope

    Provide the buyer's brief, your service options and available delivery capacity. Comparable delivery examples and buyer dependencies can make scope and timing clearer.

  2. Set delivery expectations

    Match the requested work to an agreed scope and flag extra requests or dependencies.

  3. Prepare the reviewable offer

    Get a proposal draft and a checklist of details to agree before work begins.

How it works

Draft a services proposal for a buyer's AI assistant with clear work, costs, timing and exclusions. Built for service merchants answering qualified buyer-agent briefs.

Agent architectureTools · knowledge · outputs · oversight
React Flow
Approved documents and context
Approved service catalogue and scope template Delivery capacity calendar and client dependency register Optional: approved completed-project estimates versus actuals, to identify realistic effort ranges and common dependencies. Optional: buyer-confirmed environment and acceptance examples, to make deliverables and exclusions concrete.
Make the proposed work easier to assess
Review deliverables, timing and exclusions matched to the buyer's request, giving both sides a clearer starting point.
Resolve delivery assumptions before committing
Identify dependencies and responsibilities that need agreement before the work is accepted.
Salesforce · Read qualified service enquiry (read)
Bind scope to the current authenticated enquiry.
Notion · Read approved service boundaries (read)
Retrieve deliverable definitions and exclusions.
Asana · Read delivery capacity and draft milestones (draft)
Prepare a proposed schedule without reserving resources.
Human review and permissions
Delivery owner approves capacity; legal/security owners review nonstandard assurances. If something fails, pause the affected request and check what actually happened. Correct the source information, repeat the checks and renew approval if the proposed action changed. Keep a record of the issue.

  1. 01Gather the context

    Bring together the relevant information from Salesforce, Notion, Asana.

  2. 02Check what matters

    Match the requested work to an agreed scope and flag extra requests or dependencies.

  3. 03Prepare the result

    Get a proposal draft and a checklist of details to agree before work begins. What has been checked, what still needs a decision and whether any requested action actually completed. Keep private internal notes out of the buyer's response.

  4. 04Review proposed changes

    Delivery owner approves capacity; legal/security owners review nonstandard assurances. If something fails, pause the affected request and check what actually happened. Correct the source information, repeat the checks and renew approval if the proposed action changed. Keep a record of the issue.

Integrations

CRM

Examples:
  • Salesforce
  • HubSpot

Knowledge

Examples:
  • Notion
  • Confluence

Projects & tasks

Examples:
  • Asana
  • ClickUp
  • Jira

Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.

What you get

Prepare a services proposal from a buyer-agent request with less drafting and clearer scope before acceptance.

Make the proposed work easier to assess
Review deliverables, timing and exclusions matched to the buyer's request, giving both sides a clearer starting point.
Resolve delivery assumptions before committing
Identify dependencies and responsibilities that need agreement before the work is accepted.

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Start with a blueprint. Build it around your business.

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