Use Sales Rep Agent to create or update a quote
Learn how to use Sales Rep Agent to create a new quote or update an existing quote from a Salesforce Account record.
You can use Sales Rep Agent to perform the following actions:
Create a new quote - Describe the products and other quote information to include. Sales Rep Agent creates a new non-ramp quote from the request.
Update an existing quote - Describe the changes to make to an existing quote. You can add or update products, and you can include multiple product operations in a single request.
- Open the Salesforce Account record.
- Click the Sales Rep Agent icon.
- If prompted to authenticate, click Authenticate Now and complete the Zuora authentication flow.
- Enter a natural-language request that describes the quote to create or update.
- Answer any clarification questions from the Sales Rep Agent.
- Review the confirmation summary.
- Confirm the action.
- Review the result returned by Sales Rep Agent.
- In Quote Studio, complete the final review, submission, approval, or any unsupported changes.