- Problem
- A ~$5M EBITDA 3PL processed ~50 quotes per day across five BD managers. Inquiries arrived via LeadFairy, shared inboxes at offshore@ and sales@, and direct email. Every request followed the same manual path: triage, chase missing information, Excel rate lookup, Dynamics quote build—with no structured routing or outcome tracking. Turnaround often exceeded 24 hours; experienced staff spent disproportionate time on transactional quotes while high-value accounts competed for the same attention.
- Action
- Designed and built an intelligent quoting pipeline from inbound capture through draft generation, preserving BD manager approval on every customer-facing quote. Consolidated LeadFairy leads, shared inboxes, and direct email into a single intake layer; classified inbound requests and routed named accounts to assigned managers in Microsoft Teams while transactional volume entered an automated workflow. Deployed LangChain agents on a Temporal-hosted runtime for durable, resumable orchestration across data enrichment, Excel rate lookup, and Dynamics quote draft assembly, with full audit trails on each step. Integrated with Dynamics 365 for quote creation, pricing lineage, and send logging. Wrapped agent tool calls in VM sandboxing with guardrails and human-in-the-loop approval gates in Teams before any outbound delivery; built escalation paths when enrichment or pricing fell outside defined confidence thresholds.
- Result
- Delivered signed-off system design, baseline time-to-quote and win-rate metrics, pipeline intelligence report, and a live system running in parallel with existing BD workflow ahead of production cutover. Cut transactional quote preparation from multi-hour manual builds to drafts ready for BD review in minutes, freeing managers to focus on named accounts and complex lanes. Created the company's first structured commercial dataset linking inquiry source, pricing lineage, manager edits, and outcomes, enabling win-rate analysis that had previously been impossible across fragmented inboxes. Established the production foundation for subsequent margin optimization and forecasting phases without disrupting day-to-day sales operations.