Trader's Deal Assistant (deal desk)
Trader's Deal Assistant (deal desk) is an Initask AI agent that supports deals from inquiry to closing: gathers inputs, checks limits and margins, prepares specifications and a document checklist for shipment.
How it works in practice
For an incoming request for 300 tons of butane, the agent quickly gathers quotes, available stock, margin, and the buyer's credit limit, leaving the trader to only agree on the price.
What changes and when
- 1 month
- Faster deal preparation
- 3 months
- Fewer errors in specifications
- 6 months
- More deals per trader without staff expansion
Cost and timeline
- Implementation
- $6 000-10 000
- Subscription
- $400 / mo
- Time to launch
- 6-10 weeks
- Payback
- 6-10 months
The range is indicative and depends on volumes and the state of your data.
Data sources and integrations
- 1C/BAS
- CRM
- ERP
- document management system
Counterparty check
A dossier on any company in the world from 64 sources and 37 sanctions lists, with a deterministic risk score and a source link for every fact. Three checks free.
3 checks free, no card. Then from 990 UAH per month.
Frequently asked questions
What does the Trader's Deal Assistant (deal desk) agent do?
Trader's Deal Assistant (deal desk) supports deals from inquiry to closing: gathers inputs, checks limits and margins, prepares specifications and a document checklist for shipment.
How does it work in practice?
For an incoming request for 300 tons of butane, the agent quickly gathers quotes, available stock, margin, and the buyer's credit limit, leaving the trader to only agree on the price.
Which systems does Trader's Deal Assistant (deal desk) work with?
Typical data sources for this agent: 1C/BAS, CRM, ERP, document management system. If your system is not on the list, the connection is built for the specific case: via API, exports or a buffer database.
How much does Trader's Deal Assistant (deal desk) cost and when does it pay off?
Indicative: implementation $6 000-10 000, subscription $400 per month, payback 6-10 months. The number comes from the real role the agent offloads, and the exact price is calculated on your volumes after a short process review.
How long does the launch take?
Roughly 6-10 weeks from the moment data access is in place. Before production there is a parallel period when the agent computes alongside your people and its numbers are reconciled with yours.
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