Quotes, Calls and a “Hang On a Minute…” AI Moment

Podcast: Purposeful mini podcasts · Gary Robertson

Opublikowano: 2026-10-19

A quotation engine was on the agenda. Then somebody mentioned listening back to sales calls… “Whoa, whoa, whoa!” Now Gary's got another idea. In this Purposeful episode, Gary Robertson shares how a conversation with a client opened up two practical possibilities for agentic AI: preparing quotations for a person to check, edit and approve, and helping managers turn sales conversations into useful coaching. Think past quotes, clear guardrails and a human giving the go-ahead. Then think about spotting what callers do well, where they need support, and making feedback a regular part of the wo...