🤖 AI Agent

A smart assistant that lets you get things done in the app just by typing what you need, instead of digging through menus.
The AI Agent (QuoteSnap · Quote Agent) sits right on the app's homepage, under "What do you want to do?".
How to use it:

• Type your request into the chat box, e.g. "Set up the email button to Review Quote...", then hit Send.
• Or pick one of the quick suggestions: Set up the quote button, Create a quote, Show pending quotes, Grant Approve Quote.

Once you send a request, the Agent will:

• Reply with a short description of where it's taking you, along with an Open button that links straight to the relevant settings page (e.g. Quote settings, Analytics, Members and permissions...).
• Ask a follow-up question if your request isn't specific enough (e.g. if you want to edit an email but haven't said which one).
• Keep the conversation history for the session, with an expand/collapse option to view it more comfortably.

Note: The Agent only navigates you to the right settings page — it doesn't change any configuration on your behalf.

Updated on: 06/08/2026