What happens today
Quotes with days of no reply
Commerce and distribution
No quote goes without follow-up.
Lattice agents that track your open quotes, prepare preventive collections and deliver Monday's report; SalesHub answers your prospects on WhatsApp.
- Today
- Quote follow-up
- Today
- Preventive collections
- Monday
- Weekly sales report, on time
- In your cloud or on your server
- Approval before sensitive actions
- Mexican regulation
Laura
Lattice agent · Sales
Online · Asks before anything important
The problem
Lots of quotes, little follow-up.
Collections depend on someone remembering, and inventory and orders are checked in three different places.
What happens today
Collections that depend on memory
What happens today
Reports built from three sources
Use cases
What an agent would do in commerce and sales
- 01
Quote follow-up
Available today, in Lattice. Spots unanswered quotes, drafts the message and asks permission to send it.
- 02
Preventive collections
Available today, in Lattice. Reminders before and after the due date; flags anything that touches money.
- 03
Weekly sales report
Available today, in Lattice. Gathers figures from your system and spreadsheets and delivers the report every Monday.
- 04
Answering prospects on WhatsApp
Available today, with SalesHub. Answers, quotes from the current price list and books a visit or call.
Example agent
Meet Laura
Lattice agent · Sales
Laura is an example of an agent set up for a sales team: she tracks open quotes, spots the ones with days of no reply, drafts the message and asks your permission to send it.
Works on its own, with permission
Laura has a name, memory and its own computer. It runs scheduled routines, builds reports and leaves everything ready; before sending, paying or deleting, it asks for permission.
- Scheduled routines
- Reports ready on time
- Approval before sensitive actions
- Activity log
Capabilities
- Spots quotes without a reply
- Drafts the follow-up message
- Prepares collection reminders
- Delivers the sales report every Monday
- Asks permission before sending or touching money
LauraLattice · SalesHub
OnlineEvery action is logged · Approval before sensitive actions
Laura, which quotes have gone over a week without a reply?
There are five. I drafted a follow-up message for each with the current price and what each client asked for. They're ready; shall I send them?
Unanswered_quotes.xlsx
XLSX · Ready for your review
Weekly sales report scheduled for Monday at 8:00
Type an instruction or question…
How it works
From diagnosis to production, with signed criteria.
Fixed price per package. The formal diagnosis is fully credited if implementation starts within 90 days.
- 01
Free
Diagnosis
A 45-minute session to understand the process, its owner and the priority. You leave with a written answer.
- 02
Signed document
Design
Scope, permissions, data and acceptance criteria signed before we build.
- 03
From 3 weeks
Implementation
We connect the agents and put them to work on your process, with training for your team.
- 04
In production
Support
Adjustments, measurement with your numbers and support in Spanish.
What we measure
We measure it with your numbers.
We don't publish catalog percentages. Before we start we agree on what to measure and how, and we deliver the report with your results.
- 01
Quotes without follow-up after 7 days
- 02
Average days to collect
- 03
Weekly hours spent on the process
What we need from youAccess to the quote list or system, the collections policy and who approves messages.
Control and security
You decide where it runs and what is allowed
In commerce and sales, each agent works with the models and budget you allow, and nothing sensitive happens without a person's approval.
- You decide where it runs: our cloud, a dedicated cloud or your server
- Allowed models per team; each one states its provider
- A log of every agent action, with which model and at what cost
- Human approval before sending, paying or deleting
Control over your data
With Na'at and Séeb on your infrastructure or in the Mexico region of our cloud, information is processed in Mexico. With other models, each one states its provider and you decide.
On your server, as a project
If your operation requires it, we set it up with you on a server of your organization, managed by us.
Activity log
What each agent did, with which model and at what cost, for audit and compliance.
Your data does not train models
Your data is never used to train a model without an explicit contract. Sensitive information is anonymized before processing.
Lots of quotes, little follow-up.
FAQ
What people ask us before starting
It depends on the deployment you choose and the models you allow. We put it in writing in the proposal, model by model. If your information cannot leave your organization, the solution runs on your infrastructure.
One process with up to three agents, three weeks (SMB Starter). Two processes with teams and approvals, five weeks. Larger projects depend on scope and are set in writing in the proposal.
Nothing sensitive happens without a person's approval, and everything is logged: what each agent did, with which model and at what cost.
Agents work in the browser, with files and with your organization's systems: they log into the portal, enter data and download. If an in-house system needs a connector, it is quoted separately in the proposal.
Fixed-scope implementation packages (50% upfront, 50% at go-live) and an annual Lattice license billed monthly or quarterly. You pay per agent in production, never per user.
Another question?Book 45 minutes with our team
Siguiente paso
Stop doing repetitive commerce and sales work by hand
Book a free 45-minute diagnosis: what an agent like Laura would do in your process, what it would not, and what it costs.
- 45 minutes, free
- Written answer
- In your cloud or on your server