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Quotes, Calls and a “Hang On a Minute…” AI Moment

A quotation engine was on the agenda. Then somebody mentioned listening back to sales calls…

“Whoa, whoa, whoa!” Now Gary's got another idea.

In this Purposeful episode, Gary Robertson shares how a conversation with a client opened up two practical possibilities for agentic AI: preparing quotations for a person to check, edit and approve, and helping managers turn sales conversations into useful coaching.

Think past quotes, clear guardrails and a human giving the go-ahead. Then think about spotting what callers do well, where they need support, and making feedback a regular part of the…

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