For Sales, RevOps and trade marketing heads
Agents are acting on customers, prices and claims. Who approves when it matters?
Agents now sit in your CRM, DMS, SFA and trade scheme tools. LeafCraft gives every price, scheme and claim decision a named owner and a clear limit.
What's changing for you
Agents act on customers, prices and claims
Inside your CRM, CPQ and DMS, under the vendor's defaults.
Every discount and scheme is margin
An agent with no limit is a sales team with no limit.
Disputes need a record, not a memory
Who approved this price. Who approved this claim. Answer in seconds.
Two risks the layer removes
The agents you can't see, and the model that gets retired.
Agents you don't know about
In your company, 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.
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.
- 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
- Pick another model for that agent
- Switching is a config change
- Test it against your own record first
- Rules, limits, owner and memory stay
What keeps you up
Prices sent without an approver
A quote or discount sent by an agent reaches the customer. There should be a named owner and a limit behind it.
Wrong claim payouts
A claim paid in error leads to a dispute with a distributor. Fixing it later costs more than checking it first.
Freedom from a vendor update
An agent gets new powers because the vendor shipped a release, not because it earned them on your accounts.
Why it matters now
One layer under every agent and every person.
You want agents to move faster than your pipeline, and you want every price, scheme and claim to have a named owner above a limit. The layer gives each agent a limit it earned, routes the rest to the people you name, checks every call with someone other than the agent, and keeps the record that ends a dispute.
What LeafCraft gives you
A named owner for every decision
Each quote, scheme and claim has one owner, an agent or a person. The reasons of both are kept side by side.
Limits earned from the record
An agent approves on its own up to a set amount once its record earns it. Above that, it recommends and a person decides.
High impact calls escalate
Large discounts and unusual claims go to the manager, then to senior leaders, by complexity and impact.
Your people stay in their tools
Sales managers get requests on Slack, Microsoft Teams, WhatsApp (coming soon) or email, and their decision moves the work on.
What changes for you
Ask any AI agent vendor
Five questions for your next vendor meeting. They are the ones your auditor and your board will ask you. Ask them first.
- Who owns each price, scheme or claim decision your agent makes?
- Above what amount must your agent ask a person, and can I change that limit?
- Does your agent get more freedom because of a release, or because of its record on my accounts?
- Can you replay how one claim was approved, with the reasons?
- Can I export every decision, override and escalation if we change vendors?
How it helps your people
Where your peers start.
Industries
Questions teams ask
Does this replace our CRM or DMS?
No. Agents read and write to the systems you already run. LeafCraft adds the rules, the limits and the record around them.
Can an agent check a claim my team prepared?
Yes. A person can do the work and an agent can check it, or the other way round. No one checks their own work.
Can we start from a template?
Yes. There are ready-made agent teams for sales, proposals and quote-to-cash, with sign-offs and an audit agent already in place.
Bring your hardest question.
We'll answer it on one of your own processes, with the record to show for it.