AI Quote Maker Guide

What is Quote Maker?

Quote Maker is a set of AI skills that lets your bot create, compare, and adjust product quotes during a live chat conversation. When a visitor asks "how much would it cost for 50 units of X?" or "can you compare A vs B for me?", the bot can build a formal quote on the spot — without a human agent getting involved.

Quote Maker works with any catalog. It does not require a BigCommerce, Shopify, or WooCommerce integration. If you have a platform integration, it uses that catalog. If you don't, it uses whatever product information you've uploaded or described.

What skills does Quote Maker include?

create_quote — Builds a formal quote from a product name, SKU, or description plus quantity. Applies pricing rules you've configured (volume tiers, markup, minimum order).

compare_products — Side-by-side comparison of two or more products. Pulls specs, pricing, and availability from your knowledge index.

get_pricing_details — Returns the price breakdown for a specific product including any applicable volume discounts or quote-specific rules.

adjust_quote — Lets the visitor change quantity, swap a line item, or apply a discount code — and regenerates the total in real time.

Can I just upload a list of SKUs and prices?

Yes. The easiest way to give Quote Maker your pricing is to upload a CSV or Excel file in the Knowledge Base section (Knowledge → Upload Documents). Use these columns:

• sku or product_name
• unit_price
• currency (e.g. USD)
• min_order_qty (optional)
• volume_tier_qty and volume_tier_price (optional, repeat rows for tiers)
• description (optional but improves search accuracy)

The bot ingests this at next index rebuild. After uploading, trigger a manual reindex from Knowledge → Index Freshness → Reindex Now if you don't want to wait.

How do I give the bot pricing rules?

In Bot Settings → Quote Maker, you can configure:

• Markup % — add a margin on top of your cost price (e.g. 15%)
• Volume tiers — "10+ units: 5% off, 50+ units: 10% off, 100+ units: 15% off"
• Quote validity — how many days a quote is valid (shows on the PDF)
• Tax rate — added to the total if applicable
• Minimum order value — bot will warn visitors if their quote falls below this
• Require approval — if on, the bot generates a "pending" quote that goes to your queue; an agent confirms before sending the final PDF

These rules apply to all quotes the bot generates. If you need different rules per product category, upload separate pricing docs with embedded tier tables and the bot will use them.

Does the bot guess on pricing?

No. The bot does not invent prices. If it cannot find a matching product in your knowledge index or uploaded price list, it says "I don't have pricing for that product — let me connect you with someone who can help" and routes to an agent.

This is intentional: a wrong quote is worse than no quote.

What gets indexed vs. queried live?

Indexed (in your knowledge base):

• Product names, descriptions, specs, SKUs
• Uploaded price lists (CSV/Excel)
• Volume tier tables

Never indexed — always fetched live from your platform integration:

• Real-time inventory count
• Current prices (if you have BigCommerce/Shopify connected — these override uploaded prices)
• Order status

If you have a platform integration, live prices from the API always win over your uploaded CSV.

How accurate are quotes without a platform integration?

Accuracy depends on how you've set up your knowledge:

| Setup | Accuracy |

|-------|----------|

| Platform integration (BC/Shopify/etc.) | Highest — live prices, live inventory |

| Uploaded CSV price list + markup rules | Good — matches uploaded data exactly |

| Detailed product pages (scraped) | Moderate — prices extracted from page text |

| No product data | Bot routes to agent |

Uploading a price list takes about 10 minutes and immediately improves accuracy.

Can the bot send the quote as a PDF?

Yes, if you have the in-chat payments or document delivery feature enabled. The bot can generate a quote summary and either display it in the chat window as a formatted card or email a PDF to the visitor. Configure this under Bot Settings → Quote Maker → Delivery Method.

What plan includes Quote Maker?

Quote Maker is included in Growth, Professional, and Scale plans. Starter customers can add it as an optional add-on. If your bot shows "This skill is not available on your plan," contact your account manager or go to Billing → Add-Ons.