Sales and trade

Who approves when an agent changes a price or pays a claim?

Agents now draft quotes, shape schemes and check distributor claims. LeafCraft gives each of those decisions a named owner, a limit and a record.

One teamYour rulesYour memoryYour budget

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Authority · Pricing agentEarned one task at a time, from the record

Level 2 of 4

Checked tasks with no override, last 12 weeksTrack record improving

AdvisesA person approves every price change

Done

Approves alone up to a set discountAbove it, recommends and a person decides

Current

Higher limitUnlocks when the record meets your bar

Locked

Mistakes in the record narrow the limit again. A vendor update never widens it.

Product screen · example dataLeafCraft console

What's changing in sales and trade

Agents touch price, schemes and claims

CRM and DMS vendors shipped agents that propose discounts, approve schemes and settle claims.

Every discount is a margin decision

An agent with no limit on discounts is a sales team with no limit on discounts.

Customers and distributors dispute from memory

When the question is who approved this price, the answer must be on record.

Two risks the layer removes

The agents you can't see, and the model that gets retired.

Agents you don't know about

In sales and trade, agents arrive through vendor updates and team pilots. LeafCraft finds all of them, gives each an owner, and brings it under your rules or removes it.

Inside software you buySwitched on by vendor updates

CRMERPHR systemService deskOffice suite

Built by your teamsPilots, scripts and side projects

LangGraphCrewAINotebooksAutomationsCopilot studios

LeafCraft connects to your ecosystem and finds every agent

One registerexample counts

23found

9no owner yet

11governed

3retired

How discovery works

A model that gets retired

An agent built straight on one model has to be rebuilt and re-approved when that model is retired or repriced. On LeafCraft you switch the model for that agent in config and keep everything else. Months and a budget, saved.

Agent tied to one model

The model is retired or repriced
Prompts, tests and sign-offs rebuilt
Months of work, a new approval cycle
The history stays with the old tool

MonthsA rebuild budget

Agent on LeafCraft

Pick another model for that agent
Switching is a config change
Test it against your own record first
Rules, limits, owner and memory stay

HoursNo rebuild

TimeHours to switch, not months to rebuild

CostNo rebuild budget, no new approval cycle

MemoryThe record carries over to the new model

Your choice of model

Why it matters now

In sales and trade, the agents arrived before the rules did.

Sales and trade move the money that shows up as margin. Agents now propose prices, approve schemes and pay claims. The layer gives each one a limit it earned, a named person above that limit, a checker that is never itself, and a record that settles any dispute in seconds.

How the layer works

CRM and CPQ agents

DMS scheme modules

Trade promotion tools

Rep and manager laptops

No shared owner · no shared limit · no shared record

LeafCraftone layer, on your side

One ownerper decision, AI or person

Your ruleson every run

Your memoryboth reasons, your database

Your budgetset before work runs

The core infrastructure

What LeafCraft runs for sales and trade.

One team

Agents draft prices, schemes and claims. Named people decide above the limit. A different agent or person checks every call.

How it works 02

Your rules

Limits per agent on discounts, schemes and settlements, widened only when the record earns it. Escalation by value and impact to named heads.

How it works 03

Your memory

Every price, scheme and claim decision kept with both reasons, so any dispute with a distributor or a customer can be answered from the record.

How it works 04

Your budget

The cost of each agent and each run known before it starts, charged to the right brand, region or channel budget.

How it works

AI and people, one team

Your sales and trade team, with AI on the org chart.

Does the work

Decides

Checks

AI drafts. A person decides. Another agent checks.

The agent prepares the case. Your person makes the call and writes why. A separate audit agent checks the decision against your rules.

Same rules for every seatNo one checks their own workOne named ownerCost set before it runsBoth reasons recorded

No one checks their own workAgent or person. Maker and checker are never the same.

One named owner per decisionNever "the system".

Authority earned from the recordWidens with clean work. Narrows after mistakes.

People stay where they workSlack, Teams, WhatsApp (coming) or email. Their reply moves the work on.

What changes for you

Today

With LeafCraft

Discounts proposed by an agent with no limit

Limits per agent, widened only by the record

Schemes approved in a chat

Escalation to named people, by value and impact

Price disputes argued from memory

Who approved which price, and why, on record

Agent spend hidden in trade budgets

Cost per claim, per scheme and per region, set first

Silence is never a yesEstimated before it runsNothing erased after it's written

LeafCraftto Sanjay Kapoor, Head of key accounts · 10:42

Discount above the agent's limit

ItemQuote Q-3310 · Key account · 16% off listWhy youAbove the agent's limitAgent saysApprove. Volume commitment covers the margin.WaitingMoves to Sales director, in 4 hours

Your reason (required): "Annual volume contract signed."

ApproveSend backReject

Your reason is saved in the record, next to the agent's reason.

Decision request in Microsoft Teams · example dataLeafCraft console

How it helps your people

Who it helps around sales and trade.

Industries where it runs

FMCG and consumer goodsWho approved this distributor claim, and can we show why?Read Liquor and beveragesCan we prove who approved every scheme, state by state?Read Paints and coatingsWhich dealer schemes did the agent approve, and on whose authority?Read Consumer durablesWho checks the agent that approves warranty claims and dealer payouts?Read Electronics and IoTCan an agent change a setting on a customer's device without asking?Read B2B software companiesCustomers ask how our agents are governed. Can we show them?Read

Leaders who ask first

Sales, RevOps and trade marketing headsAgents are acting on customers, prices and claims. Who approves when it matters?Read CFOs and finance leadersWhat does each AI decision cost, and can I show my auditor who approved it?Read CEOs, MDs and promotersAI is already working in my company. Who answers for what it decides?Read COOs and supply chain headsWhat happens when an agent changes a PO or a supplier order at 2am?Read

Questions teams ask

Can a person still own pricing?

Yes. Any role can be a person or an agent. Many teams keep pricing with a person and let an agent check it.

What if the manager is on leave?

If the person you named does not reply in time, the work moves to the backup you named. Nothing is paid on silence.

Does the agent get a sales manager's access?

No. Every agent has its own login with only its role's access, never the access of the person who set it up.

Bring one sales and trade process.

We'll map who does the work, who decides and who checks, set the cost limits and show you the record.

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