Efficient quotation creation with the RPA solution EMMA and the AIMAX^® AI agent

In an increasingly fast-moving world, the demands on sales are also increasing. The fast and precise creation of quotations is a decisive factor for success. Our solutions, EMMA and AIMAX^®, work hand in hand to not only speed up this process, but also to make it more intelligent and flexible.

We outline the maximum expansion stage here. Of course, purely rule-based quotation creation based on the EMMA RPA solution is also a valid automation option.

• Speed: Reduction of processing time through automated processes.
• Customer-orientated: Customisable offers that respond to individual customer needs.
• Efficiency: Optimisation of resources through complete automation. Of course, rule-based or manual control is always an option - especially for mission-critical processes.
• Transparency: Complete traceability through automatic screenshot documentation.
• Flexibility: Support for different IT environments, including remote desktop and Citrix.

The AI agent AIMAX^® is at the start of the process. It analyses incoming enquiries and extracts relevant information from various sources using its GenAI capabilities. This enables in-depth customer analysis and the identification of specific needs that should be taken into account in the offer. This in-depth analysis enables the creation of customised offers that are perfectly tailored to the customer's requirements.

As soon as AIMAX^® and/or other sources have provided the required information, EMMA takes over the preparation of the quotation. As a specialised RPA solution, EMMA automates all the necessary steps - from selecting the right products to calculating prices. EMMA uses predefined templates and rules to ensure that every quotation meets the highest standards. As a deterministic RPA solution, EMMA ensures that every process step is executed consistently and error-free. Each step of the creation process is documented by automatically generated screenshots, which increases the traceability and transparency of the process.

An outstanding feature of this solution is the bidirectional communication between EMMA and AIMAX^®. AIMAX^® can directly instruct EMMA to start automated processes, while EMMA uses the GenAI capabilities of AIMAX^® to perform additional data analyses if required. This seamless interaction leads to a significant reduction in processing time and increases the flexibility of quotation generation.

Thanks to its ability to access applications via remote desktop connections and in Citrix environments, EMMA-RPA offers exceptional flexibility. This integration enables companies to efficiently implement the quotation creation process in different IT infrastructures without jeopardising existing processes.

The combination of the EMMA RPA solution and the AI agent AIMAX^® offers companies a powerful solution for preparing quotations. The intelligent use of RPA and AI not only utilises resources more efficiently, but also improves the quality of quotations. This leads to a higher success rate and customer satisfaction and ultimately to increased business success.