Incoming enquiryQuote requested by Friday
Customer context and requested lead time remain attached.
Linker / AI and automation
Use AI to reduce admin, not to replace judgment.
- Request
- Industrial equipment
- Due
- Friday
- Suggested action
- Prepare quotation
A person reviews the context before acting.
Linker is being designed to structure information, summarize context and surface work that needs attention. These capabilities are still in development.
- Context extraction
- Summaries and signals
- Human review stays in control
- Focus
- Less adminReduce repetitive review and coordination overhead around an enquiry.
- Not the goal
- Autonomous sellingLinker is not intended to behave like an unsupervised sales agent.
- Approach
- Visible assistancePlanned AI should support the workflow in ways users can review.
Focus AI on repetitive review and context work.
Individual AI features will only be marked as available after they are implemented and tested.
Understand context
Identify useful enquiry details such as customer context, requirements and dates for review.
Structure information
Turn unstructured enquiry content into workflow context that a person can verify.
Summarize history
Summarize longer threads and activity histories so an owner can get up to speed faster.
Surface attention
Highlight work that appears overdue, unassigned or incomplete for review.
Commercial judgment stays with the team.
AI is intended to assist the workflow, not make unreviewed commitments to customers.
Pricing and discounts Quotation approval Customer commitments Final enquiry outcomes
Product development
Help us test where AI is useful and where it is not.
Early-access feedback will help determine which forms of assistance deserve a place in the production workflow.