Use case
Follow up on every open quote with an AI agent
In shortThe quote follow-up agent in Vellarin Agents reviews your open quotes, picks the ones with no answer for more than five days and drafts a short, specific follow-up for each that recalls the proposal and suggests a next step. It suits contractors, agencies and any business that sends estimates. It never sends on its own: you approve each email. Free to start; Pro is US$19 a month.
The problem
Most quotes do not get a no; they get silence. Without a follow-up they expire quietly, and the work you put into the estimate is lost.
How the agent does it
- Hire the "Follow-ups for open quotes" agent from the gallery; it comes with its job already written.
- Give it your list of open quotes: a spreadsheet or CSV, a Google Sheet once connected, or simply paste them in the chat.
- For each quote with no answer for more than five days it writes a draft of six lines at most: the proposal, the amount, and a concrete next step.
- You review the drafts in the chat and approve, change or reject each one.
- Approved emails go out once from your Gmail or Outlook; the others stay as drafts.
What needs your approval
Reading and drafting run on their own. Sending an email, posting a message or changing a record in an app waits for your OK: you see exactly what will go out and press Approve, Change or Reject. Nothing is sent before that.
Which AI and apps it uses
Claude, ChatGPT or Gemini on your computer. It works with files you give it today; with one-click apps it can read the quote sheet in Google Sheets and send from Gmail or Outlook after your approval.
Questions
How does it know which quotes are open?
From the list you give it (or the sheet it reads). It only uses what is in that list and says so when a field is missing.
Can it change the price or offer a discount?
Only if you tell it to. You can set a rule in its memory such as "never more than 10% off", and every email waits for your OK anyway.
Can it run on its own every week?
Not yet. Today you start the job with one tap from the agent's card or with a message. Work that starts on its own (at a set time or when an email arrives) is coming soon.
How much does it cost?
Free with one agent on one computer. Pro is US$19 a month (or US$15 a month billed yearly) for unlimited agents on up to 3 computers, with a 14-day free trial and no card to start. The AI itself runs on the subscription you already pay for.
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