Agent workspace
Agents scan supported QuoteDeck context and surface suggestions or next-best actions. Each agent has a visible purpose and activation state; preview cards do not mean the agent is active.
Review a suggestion
- 1Open Agents or the suggestion inbox.
- 2Read the source account and reason.
- 3Open the underlying customer, quote, or task if needed.
- 4Approve the proposed in-product action or dismiss it.
- 5Confirm the resulting record change.
No autonomous customer outreach
Agents do not receive blanket permission to message, follow, post, or otherwise act toward customers. Suggestions remain reviewable, and customer-visible or externally published actions require explicit approval in the owning workflow.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.