AI Agents

Offer Generation Agent

The data is complete. Generate the proposal text for the Enterprise Package.

I am creating the complete commercial offer content based on the validated customer information and the selected package.

I noticed that the customer's 'Security' needs are higher than what the standard Enterprise package offers, which may reduce the confidence level of the proposal if there is no add-on.

I generated the proposal text with an 85% confidence level and added an automatic recommendation for an 'Extra Security Module'. I classified the offer as 'Pending Review' for you to validate this addition.

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What this Agent solves for you

What it does

Creates the complete commercial offer text based on customer information and the selected package, providing recommendations and a level of confidence.

Automated activities

Automatically generates the content of the sales proposal
Adds recommendations and confidence level
Classifies the offer as ready or pending review.

Agent Subfunction

Step 3 – Creating the personalized proposal

Results and impact

70%

less time to generate proposals

100%

consistency between offers.

Your life gets faster with Pipefy AI Agents

70% faster

Traditional path

1–2 hours

With Pipefy AI Agent

15–30 minutes

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Offer Generation Agent and how does it work?

The Offer Generation Agent is a specialized AI Worker within Pipefy's Personalized Offer Creation solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual commercial processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Offer Generation Agent in Pipefy?

The cost of the Offer Generation Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Offer Generation Agent and manual commercial processes?

While manual commercial processes rely on manual intervention at every step, the Offer Generation Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Offer Generation agent for my company?

To choose the right Offer Generation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.