---
agent_capabilities:
- Ambient Agent
availability: IDEA
description: On quotes with discounts above thresholds, the agent checks margin/policy,
  drafts justification, and routes for approvals.
name: Triage Discount Requests
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EA+new+discount+request+for+25%25+discount+%28%26gt%3B+15%25+threshold%29%3C%2Fp%3E%22%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Retrieving+quote+Q-78945+from+%3Cb+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESalesforce%3C%2Fb%3E.%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Checking+product+margins+for+associated+items+in+%3Cb+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ENetSuite%3C%2Fb%3E.%22%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Drafting+justification+based+on+deal+notes+and+margin+analysis.%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EI%27ve+analyzed+the+quote+against+our+margin+policies+in+NetSuite+and+the+gross+margin+of+48%25+is+within+acceptable+limits.+Based+on+the+notes%2C+the+justification+is+a+competitive+takeout.%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cb%3EQuote+Details%3A%3C%2Fb%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3EQuote+ID%3A%3C%2Fb%3E+Q-78945%3C%2Fli%3E%3Cli%3E%3Cb%3ECustomer%3A%3C%2Fb%3E+Evergreen+Organics%3C%2Fli%3E%3Cli%3E%3Cb%3ESales+Rep%3A%3C%2Fb%3E+Sarah+Johnson%3C%2Fli%3E%3Cli%3E%3Cb%3EDiscount%3A%3C%2Fb%3E+25%25%3C%2Fli%3E%3Cli%3E%3Cb%3EGross+Margin%3A%3C%2Fb%3E+48%25%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cb%3EJustification%3A%3C%2Fb%3E+Competitive+takeout+of+a+major+incumbent.+This+is+a+strategic+land-and-expand+opportunity.%3C%2Fp%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EThis+will+be+routed+to+%3Cb%3EDiana+Prince+%28VP%2C+Sales%29%3C%2Fb%3E+for+final+approval.+Does+this+look+right%3F%3C%2Fp%3E%22%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Submit+for+Approval%22%2C%22style%22%3A%22filled%22%7D%2C%7B%22buttonText%22%3A%22Reject%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EGreat.+I%27ve+submitted+the+quote+for+approval.+Diana+Prince+has+been+notified.%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22salesforce%22%2C%22citationTitle%22%3A%22Quote+Q-78945%22%7D%5D%7D%5D%7D%5D%2C%22userConfig%22%3A%7B%22userName%22%3A%22Salesforce%22%2C%22initials%22%3A%22U%22%2C%22providedIcon%22%3A%22silhoutte%22%7D%7D
solution_tags:
- Finance - Other
- Sales
systems:
- salesforce
- netsuite
---