Steadybase
AI Workers

Deal Desk Bot

Automated deal desk AI worker for discount processing and deal validation.

Deal Desk Bot

:::info Role: Deal Desk Automation | Status: Waiting :::

Deal Desk Bot automates deal desk operations — processing discount requests, validating deal terms, and enforcing pricing policies.

Capabilities

  • Discount Processing — Evaluates discount requests against pricing policies and approval thresholds
  • Deal Validation — Verifies deal terms comply with company policies
  • Pricing Analysis — Calculates deal economics (margin, LTV, payback period)
  • Approval Routing — Routes deals to the right approver based on discount tier

Active Workflows

Workflow IDTypeStatus
discount-review-vercel-003Client OnboardingWaiting

Current Task

Processing a discount request for the Vercel account. Currently waiting for manager approval on a discount that exceeds the standard threshold.

Memory Profile

  • 84 memory entries
  • Key memories include pricing frameworks, discount history, approval thresholds
  • Pinned facts: Discount policy tiers, margin requirements, executive override rules

Discount Tiers

DiscountApproval RequiredProcessing
0-10%Auto-approvedImmediate
11-20%Sales Manager1 business day
21-30%VP SalesApproval gate
31%+CRO/CEOManual review

On this page