Pricing Manager
The Pricing Manager keeps the price list the quotes are built from.
The Quote Builder is the AI quote builder in the Ai1 platform by MyZone AI: it turns a job request, photos and measurements into an itemised quote priced from your own price list, flags anything it cannot price and waits for a person to approve the quote before it reaches the customer.
We'll walk through what the Quote Builder will do for your team. Your Ai1 team will tell you when Quote Builder is ready for your account.
Quotes out sooner
Requests stop waiting for someone to find time at the end of the week, so customers hear back while they are still deciding.
Prices that match your list
Every line comes from your current price list, so two people quoting the same job get the same number.
Fewer missed items
A checklist for each type of job catches the extras people forget, such as delivery, disposal or edge finishing.
You still decide
Nothing reaches the customer until a person has checked and approved the quote.
Meet your agent
Rhys can price a roof from a few photos and a tape measure and still double-check his sums over a cup of tea. He builds each quote from your own price list, ready for you to check and send.
AI agent. Fictional persona; not a real person.
| Name | Rhys E. |
|---|---|
| Role | Quote Builder |
| Experience | 18 years |
| Work history | Estimator at a regional building contractor Sales coordinator at a building supplies merchant |
| Personality | Careful with the sums, you approve every quote |
| Based in | Swansea, United Kingdom |
AI does better work as a specific expert, so the Quote Builder works as Rhys (Quote Builder, Swansea, United Kingdom). You can rename Rhys or change the personality, experience and profile settings at any time.
Why our agents have personalitiesAt a glance
Last updated · Reviewed by the MyZone AI team
| You load | Your current price list and quoting rules |
|---|---|
| From the job | Needs, sizes, materials and deadlines from the enquiry, plus photos and measurements |
| Pricing | Every line from your own list, with no guessing |
| Gaps flagged | Unusual items and missing measurements marked for a person |
| The quote | Itemised, in your format, with what is included and what is not |
| Approval | A person approves every quote before it reaches the customer |
Capabilities
It pulls the customer's needs, sizes, materials and deadlines out of the enquiry, email or form.
It works out quantities from the measurements you give and notes what the photos show about the job.
Each line uses the prices and rules in your own price list, with no guessing.
Unusual items, missing measurements or anything outside your list are marked for a person to fill in.
A tidy, itemised quote in your format, with what is included, what is not and how long the price holds.
A list of quotes sent and waiting, so you know which ones to follow up.
Writing quotes from scratch means requests wait for a free moment and prices depend on who wrote them. The Quote Builder reads the enquiry, works out quantities from your measurements and prices each line from your own list. A checklist catches the extras people forget, and anything it cannot price is flagged, never invented. A person checks and approves every quote, and approved quotes join your open quotes list.
How this differs from the Pricing Manager: To set and benchmark the prices in your price list, use the Pricing Manager; the Quote Builder applies those prices to each customer's job.
How it works
It runs inside your Ai1 system and works in the tools you already use. You ask, it works, it reports, and it stops for your OK where it matters.
You give it your current price list and your quoting rules.
A request arrives with details, photos and measurements.
It builds an itemised quote and flags anything it could not price.
You review each line, fill any gaps and approve the quote.
The approved quote goes to the customer and is added to your open quotes list.
When to use it
Example priced quote
Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended.
What it was asked: A homeowner sent photos and measurements for a full re-roof. Put the quote together from our price list so I can check it and send it today.
This is an illustrative example of the quote Quote Builder is being built to produce: the job read from the request, the quote priced line by line from the business's own price list, the customer-facing version and the pre-send checks. It was written by hand from the agent's design for an invented roofing contractor, with an invented price list, job and figures. No real customers, systems or people were involved, and nothing was sent. Run date: .
Want a priced quote like this for your own price list? Book a Quote Builder walkthrough.
Book a Quote Builder walkthroughBuilt-in guardrails
Every Ai1 agent works under human approval. Here is how the Quote Builder keeps you in control.
Why teams choose Ai1
Trusted by leaders at Plastic Bank, Outback Team Building, RMG Advertising, Keeran Networks, and Titan Training Centre.
I love using the Ai1 platform to automate SMS communications with our students. Whenever someone signs up for a free trial at the gym, our AI agents quickly take over to help with bookings, and we've seen a significant jump in conversion rates as a result. Thank you, MyZone!
Your data belongs to you, and it is stored on your own server.
Better together
The agents that turn the Quote Builder's output into results: your whole team, working from the same place.
The Pricing Manager keeps the price list the quotes are built from.
Larger deals that need a full proposal go to the Sales agent.
New enquiries the Lead Responder qualifies can come straight in for a quote.
Common questions
A draft can. Photos and measurements show the size and type of the job, and a price list turns that into line items. The Quote Builder drafts the quote this way and flags anything it could not price, and a person checks it before it goes out.
Quote every job from one current price list and one checklist for each type of job. The Quote Builder prices each line from your own list, adds the extras people tend to forget, such as delivery or disposal, and flags anything it could not price, so a person fills the gaps before the quote goes out.
It is as accurate as your price list and the details you give it. The Quote Builder prices every line from your own list, flags anything it cannot price and leaves the final check to a person.
Yes, alongside measurements. Photos help it see the type of job and what is involved, and the measurements give the quantities.
Your team does, or it sends the quote once a person has approved it. Nothing goes out unchecked.
The Pricing Manager decides and benchmarks your prices. The Quote Builder uses those prices to quote each customer's job.
Not yet. Your Ai1 team will tell you when the Quote Builder is ready for your account. You can talk to us today about the quotes your team writes each week.
About Ai1
Two paths, one platform. Build it yourself on a developer plan, or let our team run your AI operations for you. Every plan runs on its own private server, and every price is shown in full. See Ai1 pricing
The whole platform. The Quote Builder is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Compare plans
See the Quote Builder turn a job request into a priced draft quote that is ready for your check.
We'll walk through what the Quote Builder will do for your team. Your Ai1 team will tell you when Quote Builder is ready for your account.
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