{
  "id": "uc_2026_000009",
  "slug": "bioivt-ivy-quoting-agent",
  "title": "Can an AI agent build complex sales quotes in a life-sciences company?",
  "answer": "BioIVT, which supplies biological specimens for pharma and diagnostic research, built 'Ivy', an Agentforce quoting agent that reads an opportunity, matches requests to 15,000+ product codes, builds the quote, and routes it to a service rep for review. BioIVT says quoting went from days to minutes, one rep gained 43% more time for high-value work, and Ivy has reached 94% accuracy.",
  "industry": "pharma-biotech",
  "sub_industry": "Research biospecimens supplier",
  "roles": [
    "sales-ops",
    "customer-support"
  ],
  "function": "sales",
  "tasks": [
    "quote-generation",
    "product-matching",
    "erp-pricing-lookup"
  ],
  "agent_pattern": "workflow-agent",
  "autonomy_level": 2,
  "tools": [
    {
      "name": "Agentforce",
      "vendor": "Salesforce",
      "url": null,
      "affiliate": false
    },
    {
      "name": "Data 360",
      "vendor": "Salesforce",
      "url": null,
      "affiliate": false
    }
  ],
  "integrations": [
    "CRM opportunities",
    "ERP pricing (real-time outbound message)"
  ],
  "deployment_status": "production",
  "organization": {
    "name": "BioIVT",
    "type": "life-science research supplier",
    "named": true
  },
  "outcomes": [
    {
      "metric": "quote turnaround",
      "value": "from days to minutes",
      "source_ref": 1,
      "self_reported": true
    },
    {
      "metric": "rep capacity",
      "value": "one service rep has 43% more time for high-value tasks",
      "source_ref": 2,
      "self_reported": true
    },
    {
      "metric": "agent accuracy",
      "value": "94% accuracy rate",
      "source_ref": 2,
      "self_reported": true
    }
  ],
  "evidence_grade": "B",
  "grade_rationale": "Named organization with quantified outcomes, published on the vendor's customer-story page.",
  "sources": [
    {
      "ref": 1,
      "url": "https://www.salesforce.com/customer-stories/bioivt-larae-bennett-interview/",
      "publisher": "Salesforce",
      "title": "How BioIVT built agentic research quoting that gives service reps 43% more time for high-impact work",
      "published": "2026-05-07",
      "type": "vendor-customer-story",
      "quote": "With Agentforce, we went from days to minutes.",
      "independent": false,
      "accessed": "2026-10-17"
    },
    {
      "ref": 2,
      "url": "https://www.salesforce.com/customer-stories/bioivt-larae-bennett-interview/",
      "publisher": "Salesforce",
      "title": "How BioIVT built agentic research quoting (same interview)",
      "published": "2026-05-07",
      "type": "vendor-customer-story",
      "quote": "She has 43% more time for the high-value tasks that really require her expertise, which is exactly what we hoped to accomplish with Ivy.",
      "independent": false,
      "accessed": "2026-10-17"
    }
  ],
  "how_it_works": [
    "Standard catalog quote requests are assigned to Ivy as cases; a one-minute pause allows a human to pull a case first.",
    "Ivy reads the opportunity (products, quantities, shipping) and matches against 15,000+ product codes.",
    "It creates the quote; an outbound message fetches customer-specific pricing from the ERP.",
    "A service rep reviews before sending; rep edits are captured to refine Ivy.",
    "Guardrail: Ivy cannot suggest alternative products and escalates when unsure."
  ],
  "risks_compliance": [
    "Wrong product match can change scientific outcomes (BioIVT's stated reason for its no-substitution guardrail)",
    "Human review before every send"
  ],
  "medtech_relevance": "Directly transferable to device quoting (kits, implant sets, capital equipment) where catalog complexity is high.",
  "notes": [
    "The 43% figure is one service rep's account, as stated in the source.",
    "Went live July 2025; built with partner CREO Consulting."
  ],
  "models": [],
  "related": [],
  "first_seen": "2026-10-17",
  "last_verified": "2026-10-17",
  "sponsored": false,
  "license": "CC BY 4.0 (summary text); quotes and sources belong to their owners",
  "verification": {
    "checked": "2026-10-17",
    "checker": "pipeline.verify (quote match + outcome-number match)",
    "methods": [
      "auto:fetch"
    ],
    "quotes_matched": 2,
    "quotes_total": 2,
    "claims_matched": 3,
    "claims_total": 3,
    "passed": true
  },
  "url": "https://agentcasefile.com/cases/bioivt-ivy-quoting-agent/",
  "industry_label": "Pharma, Biotech & Life Sciences",
  "role_labels": [
    "Sales Ops & Quoting",
    "Customer Support"
  ],
  "vertical": "healthcare"
}