Book a Demo
CleariGo · AI teammate

Meet Remy.

Your 24/7 AI teammate for Quotes, Approvals & Orders.

Remy takes on the detailed work behind quotes, approvals, and orders. It gathers the right information, checks pricing and terms, investigates exceptions, coordinates with stakeholders, and follows through until the work is ready for the next step.

Your team makes the decisions. Remy does the work and follows through.

Book a Demo How Remy Works
Remy, CleariGo's AI teammate — a smiling woman with shoulder-length brown hair in a navy shirt, at her laptop
Remy
#deal-desk Slack Illustrative Slack workflow
SarahSales
@Remy, please review Quote Q-1048 version 4 and help get it ready for approval.
RemyAI teammate
I checked pricing, discounts and payment terms against the customer agreement and policies. Two exceptions need attention.
RemyNext action
I prepared the Finance approval brief and identified the required correction. Waiting on the decision; I’ll recheck the revised quote.
Q-1048/ Investigated/ Finance decision pending/ Revision recheck next
What Remy handles

Give Remy the work. Not just questions.

Your team should not have to reconstruct the same deal, chase every answer, and repeat every check after every revision.

Assign the work to Remy. Remy brings together information, policies, decisions and people to keep quotes and orders moving.

Check quotes and pricing

Validate pricing basis, discounts, margins, terms, product details and missing information.

Investigate exceptions

Trace issues through contracts, price lists, approvals, prior decisions and relevant messages.

Coordinate resolution

Prepare evidence-backed actions, identify the right reviewers and track outstanding follow-ups.

Prepare orders for booking

Recheck revisions, verify approval conditions and flag remaining order-readiness issues.

RemyAI teammateIllustrative
Got it, @Sarah. I’ve taken Quote Q-1048 v4. I’ll check pricing, discounts and terms, investigate anything unusual, and post updates in this thread.
Assigned toRemy · requested by Sarah (Sales)
StatusAssigned
How Remy works

One assignment. From quote to order readiness.

Follow one complex quote as Remy investigates, coordinates, rechecks and prepares the next step. Human approval remains where required.

  1. 1Assign

    Assigned
    SarahSales
    @Remy please take Quote Q-1048 v4 and get it ready for approval.

    Assigned work: Remy · Q-1048 v4

  2. 2Investigate

    In progress
    RemyAI teammate
    Found discount stacking on lines 2–4 and a payment-term exception: Net 60 quoted, Net 30 in the agreement.

    Source links · impact · policy check failed

  3. 3Take action

    Prepared
    RemyAI teammate
    Prepared a correction request for @Sarah and a Finance approval brief for the payment terms.

    Owners named: Sarah (correction) · Finance (decision)

  4. 4Human approval

    Human decision
    AlexFinance
    Approved subject to the documented prepayment condition.

    Authorized approver decides · Remy does not approve

  5. 5Follow through

    Revalidated
    RemyAI teammate
    Q-1048 v5 received. Discounts corrected. Rechecking payment terms against the approved prepayment condition.

    Version change v4 → v5 · checks reopened

  6. 6Handoff

    Ready
    RemyAI teammate
    All required checks are complete on Q-1048 v5. Ready for authorized order booking.

    Completion record · not auto-booked

Illustrative Slack workflowSample quote and people. Slack is where the team works with Remy; it is not the AI engine.

Behind the scenes: how Remy routes each quote
No-touchChecks pass against pricing rules and policy. Remy records the result and moves the work forward.
MinorA small, well-understood issue. Remy prepares a correction request for the quote owner.
MajorAn exception that needs judgment. Remy builds an evidence brief and routes it to the right approver.
Inside the work

How Remy Handles the Work

Not just a summary. See the work behind the decision—from finding the issue to following up and rechecking the revised quote.

  1. 1Investigation report · Slack
    #deal-desk thread · Q-1048Illustrative
    RemyAI teammate
    Investigation of Q-1048 v4 is complete. Two exceptions found.
    Exception 1Promo discount stacked on partner discount, lines 2–4
    Exception 2Net 60 payment terms; agreement allows Net 30
    Policy checkFailed · 2 rules
    SourcesQuote v4 L2–4Discount policy §4.2Agreement §9.1
  2. 2Evidence drill-down · Salesforce CleariGo tab
    Opportunity · CleariGo tab
    Q-1048 v4 · Findings
    Illustrative
    FindingEvidenceResult
    Discount stackingQuote L2–4 vs Policy §4.2Fails policy
    Price basisAgreement §7.1 · FY27 price listCompliant
    Payment termsQuote terms vs Agreement §9.1Exception
    Prior decisionsDeal history · last renewalNo precedent for Net 60
  3. 3Action and owners · Slack
    #deal-desk thread · Q-1048Illustrative
    RemyAI teammate
    I’ve prepared the next steps. Outstanding items:
    • Correction request for lines 2–4 · owner Sarah · Prepared
    • Finance approval brief for payment terms · owner Finance · Prepared
    • Finance decision · Waiting on human
    • Recheck revised quote v5 · owner Remy · queued
  4. 4Decision and recheck · Slack
    #deal-desk thread · Q-1048Illustrative
    AlexFinance
    Approved subject to the documented prepayment condition.
    RemyAI teammate
    Rechecked Q-1048 v5 against the decision.
    v4 → v5Promo discount removed on lines 2–4; prepayment clause added
    StateWaiting on human → Revalidated
Why Remy

More than another AI assistant.

Remy combines enterprise context, deep quote-to-order knowledge, persistent work ownership and evidence-led decisions.

Connected context

Brings together CRM, CPQ, ERP, contracts, pricing records, approvals and relevant communications.

Knows what to check

Applies company pricing rules, policy checks, precise calculations and customer-specific conditions.

Owns the follow-through

Tracks open items, identifies responsible reviewers, responds to changes and rechecks revised work.

Remembers decisions

Preserves deal history, exception rationale, commitments and applicable precedents.

Built-in controls

Shows evidence, respects approval authority, escalates uncertainty and records actions.

Example: a price-basis mismatch, and how Remy explains it

The contract says the partner discount applies to list price. The quote applied it to an already-promoted price. The numbers look reasonable on the quote—the basis is wrong.

Remy flags the mismatch, cites the contract clause and quote lines, shows the recalculation, and routes the decision to the person with authority to approve it.

Illustrative price-basis comparison
BasisApplied on quotePer contract
Starting pricePromo priceList price
Partner discountOn promo priceOn list price
ResultBasis mismatchCompliant

Illustrative example. Actual calculations are shown only when verified against your pricing records.

For your team

One teammate. Across the teams getting quotes and orders done.

Shared context means fewer handoffs, repeated explanations and disconnected reviews.

Sales & Quoting

Spend less time checking prices, correcting quote errors and collecting information for reviews.

Deal Desk & Sales Ops

Reduce repeated investigations, back-and-forth, approval preparation and exception follow-up.

Pricing, Finance & Legal

Review the exceptions that matter, with supporting evidence, calculations and clear decision requests.

Order Management

Verify agreed pricing, conditions and quote-to-order consistency before authorized booking.

#deal-desk thread · Q-1048 · Sales, Finance, Order ManagementIllustrative
SarahSales
Thanks @Remy. Correction to lines 2–4 is on me; I’ll send v5 today.
RemyAI teammate
Finance review requested for the payment-term exception. Brief includes policy and supporting evidence.
AlexFinance
Approved subject to the documented prepayment condition.
RemyAI teammate
Condition captured. I’ll verify it against the revised quote before the order handoff.
PriyaOrder Management
Great. We’ll book once the readiness summary is in.
Enterprise control

AI does the groundwork. Your team stays in control.

Remy works within your company's rules and defined permissions. Authorized people make required approvals and exceptions are escalated with evidence and rationale.

Every important finding should be traceable to the supporting information. Every action should be visible to the people responsible for the work.

Salesforce · Opportunity
Acme Renewal FY27
Quote Q-1048 v5Owner Sarah (Sales)Stage Negotiation
Illustrative · sample data

Pricing & terms findings

Checkv4v5
Discount stacking (Policy §4.2)FailedCorrected
Price basis (Agreement §7.1)CompliantCompliant
Payment terms (Agreement §9.1)ExceptionApproved with condition
Prepayment condition in quote—Verified

Approval & readiness

Decision
Approved with prepayment condition
Approver
Alex (Finance) · human decision
Evidence
Quote v4/v5 · Policy §4.2 · Agreement §7.1, §9.1
Ready for authorized booking

Action history

  1. 9:02 AMAssigned to Remy by Sarah (Sales) · Q-1048 v4
  2. 9:41 AMFindings recorded: discount stacking, payment-term exception · 3 sources
  3. 10:05 AMCorrection request and Finance brief prepared
  4. 11:30 AMAlex (Finance) approved with prepayment condition
  5. 2:31 PMQ-1048 v5 rechecked · readiness summary prepared for Order Management
RemySlack
View detailed findings and approval evidence in Salesforce →

Put Remy to work on your team's toughest bottleneck.

Bring an anonymized quote, pricing exception or approval workflow. We'll show how Remy can investigate the information, identify the work to be done, and support the next steps.

RemyAI teammateIllustrative
Q-1048 v5 has been rechecked against the approved conditions. All required checks are complete. Ready for authorized order booking.
Book a Demo

No integration needed for an introductory walkthrough. A scoped pilot can validate the operational workload Remy can take on in your environment.

What to bring
A sample quote
Relevant price or contract details
Your existing approval process