Manual quoting can slow projects, delay decisions, and increase the chances of missing valuable leads. Fully automated mode can solve this problem, but agencies sometimes still require a layer of human oversight before sending anything out. This creates a gap between speed and control. The Semi-Automated mode fills this gap by preparing complete drafts while keeping final decision-making in human hands.
The Problem:
Agencies often face problems such as:
- Spending long hours drafting similar email replies
- Repeating the same service information across messages
- Dealing with delays caused by crowded inboxes
- Missing important details during manual drafting
Fully automated mode removes manual effort. However, certain quotes still require a quick review or a minor adjustment to ensure accuracy before sending.
Understanding the “Semi-Automated” Mode
When Semi-Automated mode is enabled, QuotePilot performs two actions:
Bot Actions in Semi-Automated Mode:
The bot:
- Reads incoming email
- Understands the request using the uploaded source document (the document that has been uploaded regarding quote information).
- Generates the complete quotation draft
Actions Reserved for the Team:
The bot does not:
- Send the email automatically
- Change the quote status from Pending
This allows the agency to review before anything is sent.
Activating the Semi-Automated Mode
Turning on Semi-Automated Mode on QuotePilot is simple:
- Open Business Settings
- Go to Automation Settings
- Select Semi-Automated
- Save the changes
After activation, any new customer email triggers an auto-generated draft. The system then holds the response for review.
Team Interaction In Semi-Automated Mode
Since the quote is not sent automatically, the team can:
- Review the generated response
- Make any necessary changes
- Click Save Quote to store the edited version
- Click Send Quote to deliver it to the client
After sending, the status updates to “Replied“.
The bot prepares the entire response, and the team only steps in when a final approval or adjustments.
Key Benefits of the Semi-Automated Mode
- More Control: Every message is reviewed before sending.
- Zero Manual Typing: The bot prepares the full draft.
- Lower Risk: Reduces the chance of incorrect responses.
- Faster Workflow: Drafts are ready instantly instead of waiting for someone to craft them.
- Cleaner Process: Statuses like Pending, Saved, and Replied keep the workflow organized.
A Quick Example Of The Workflow
When a customer sends a request, QuotePilot immediately reads the message and generates a complete draft response based on the business context. The draft appears in the dashboard with the status marked as Pending. The team can then open the message, review the automatically generated quote, and make necessary adjustments if needed. After approval, clicking Send Quote delivers the message, and the system updates the status to Replied. The entire workflow is fast and controlled, without requiring any manual typing.
The Semi-Automated mode reduces manual effort while keeping final approval in human hands. Agencies gain speed without sacrificing accuracy, and teams stay organized without relying fully on manual processes. When full automation feels too fast and manual quoting becomes too slow, Semi-Automated mode offers a balanced workflow.
