Sales Rep Agent for quote creation
The Sales Rep Agent supports creating and updating non-ramp Zuora CPQ quotes from Salesforce by using natural-language requests.
Use the Sales Rep Agent to create and update quotes directly from Salesforce Account record pages by entering natural-language requests. After you confirm the requested changes, you can continue reviewing and completing the quote in Quote Studio.
Sales Rep Agent capabilities
With the Sales Rep Agent, you can perform the following actions:
Create a new quote with specified products.
Update an existing quote by adding, updating, or removing products.
Perform multiple product operations in a single request.
Identify product names and quote intent from natural-language requests.
Answer clarification questions when information is missing.
Review a confirmation summary before changes are applied.
Supported quote operations
Operation | Supported | Version | Details |
|---|---|---|---|
| Create a new quote | Yes | 10.62 | Create a new non-ramp quote with specified products and quote information. |
| Update a quote | Yes | 10.62 | Add or update products from an existing quote. You can include multiple product operations in a single request. |
| Clone quote | No | - | - |
Supported quote types
Quote type | Supported | Version | Description |
|---|---|---|---|
Non-ramp quotes | Yes | 10.62 | Standard quotes with single-interval products |
Ramp quotes | No | - | - |
Amendment quotes | No | - | - |
Renewal quotes | No | - | - |
Cancelation quotes | No | - | - |
Product actions
Product action | Supported | Version | Details |
|---|---|---|---|
| Add product | Yes | 10.62 | Add new products to a quote. |
| Update product | Yes | 10.62 | Modify existing products on a quote. |
| Batch operations | Yes | 10.62 | Perform multiple product operations in a single request. |
| Remove product | - | - |
UI features
Feature | Supported | Version | Details |
|---|---|---|---|
| Quote preview | Yes | 10.63 | Review quote details after creating or updating a quote. |
| Rules | Yes | 10.63 | Rule-based validation when creating and updating quotes. |
Quote Studio sidebar | No | - | - |
Supported natural-language capabilities
Capability | Supported | Version | Details |
|---|---|---|---|
| Conversational input | Supported | 10.62 | Submit quote requests by using natural language. |
| Product-name recognition | Supported | 10.62 | Identify products from natural-language requests. |
| Intent recognition | Supported | 10.62 | Recognize create and edit requests. Clone operations are not supported. |
| Multi-turn dialogs | Supported | 10.62 | Answer clarification questions when information is missing. |
| Confirmation prompts | Supported | 10.62 | Review and confirm an action before changes are applied. |
Unsupported operations and other considerations
The Sales Rep Agent does not support the following operations. For these operations, use Quote Studio or the applicable Salesforce and Zuora configuration.
Capability | Support | Where to complete the action |
|---|---|---|
| Clone quotes | Not supported | Quote Studio or the Zuora UI. |
| Ramp quotes | Not supported | Quote Studio. |
| Amendment quotes | Not supported | Quote Studio. |
| Renewal quotes | Not supported | Quote Studio. |
| Cancellation quotes | Not supported | Quote Studio. |
| Delete quotes | Not supported | Quote Studio or the Zuora UI. |
| Remove product | Not supported | Quote Studio. |
| Submit quotes to Zuora | Not supported | Quote Studio. |
| Multi Subscription Quoting | Not supported | Quote Studio. |
| Quote approval workflows | Not supported | Standard Salesforce approval processes. |
| Quote status changes | Not supported | Manage quote status manually in the UI. |
| Quote template selection | Not supported | The default template is used. Customize the quote in Quote Studio. |
| Quote Studio sidebar | Not supported | The sidebar is not available for quotes created or updated by Sales Rep Agent. |
| Quote Studio hooks | Not supported | Hooks such as beforeSave and beforeSubmit are not invoked. |
| Custom JavaScript components | Not supported | Headless and sidebar components are not invoked for Sales Rep Agent quotes. |
| Custom events | Not supported | Events such as updateQuote and upsertQuoteLineItems are not dispatched. |
quoteState and pageState access | Not supported | Component state is not exposed to Sales Rep Agent. |
For these operations, use Quote Studio or the applicable Salesforce and Zuora configuration.
Quote Studio Extensibility
Feature | Supported | Details |
|---|---|---|
| Hooks Execution | No | - |
| Custom JS Components | No | - |
| beforeSave / beforeSubmit Hooks | No | - |
| Custom Events | No | - |
| quoteState / pageState Access | No | - |