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BidDeskActionClass

A class of action Bid Desk AI might take. EXTERNAL_SEND is any AI-written message to a customer or vendor; MONEY_WRITE is any cost, price, margin or discount change.

enum BidDeskActionClass {
ADD_LABEL
ADD_REQUIREMENT
APPROVE
CHANGE_CONFIGURATION
CREATE_TASK
DRAFT_CLARIFICATION
DRAFT_DEBRIEF
DRAFT_KNOWLEDGE_NOTE
EXTERNAL_SEND
HANDOVER
MONEY_WRITE
POST_INTERNAL_NOTE
PROPOSE_HANDOFF
RELEASE
SET_REMINDER
}

Values​

BidDeskActionClass.ADD_LABEL​

Add a label to a bid.

BidDeskActionClass.ADD_REQUIREMENT​

Add a requirement to a bid.

BidDeskActionClass.APPROVE​

Decide an approval. Always off.

BidDeskActionClass.CHANGE_CONFIGURATION​

Change a configured item.

BidDeskActionClass.CREATE_TASK​

Create a task on a bid.

BidDeskActionClass.DRAFT_CLARIFICATION​

Draft a clarification question for the customer.

BidDeskActionClass.DRAFT_DEBRIEF​

Draft a debrief after a bid closes.

BidDeskActionClass.DRAFT_KNOWLEDGE_NOTE​

Draft a note for the knowledge base.

BidDeskActionClass.EXTERNAL_SEND​

Send an AI-written message to a customer or vendor, a price request included. At most a proposal.

BidDeskActionClass.HANDOVER​

Hand a won bid over. Always off.

BidDeskActionClass.MONEY_WRITE​

Change a cost, price, margin or discount, or choose a cost source. At most a proposal.

BidDeskActionClass.POST_INTERNAL_NOTE​

Post a note only staff can see.

BidDeskActionClass.PROPOSE_HANDOFF​

Propose handing a bid to someone else.

BidDeskActionClass.RELEASE​

Release a proposal to the customer. Always off.

BidDeskActionClass.SET_REMINDER​

Set a reminder for a person.

Member Of​

BidDeskAutonomyRule object ● setBidDeskAutonomy mutation