Nerd holds how your company does a job: the steps, the source each fact has to come from, what the document must contain, and which approval it needs. The assistant your team already uses asks Nerd, and follows it.

Which assistants does Nerd work with?

Any assistant that can add a remote connector. Today that is Claude, ChatGPT, Microsoft 365 Copilot and Gemini Enterprise, and it is the same Nerd and the same address in each one. On a business or enterprise plan your workspace administrator is the one who adds it.

Nerd works with the internal teams responsible for getting a deal right: sales, deal desk, RevOps, pricing, operations, and finance. It is most useful when answering one request means checking several systems, documents, and approval rules.

Is Nerd customer-facing?

No. Nerd works behind the scenes, inside the assistant your team already uses. It has no inbox, no chat presence and no way to reach a buyer. Your team remains the customer-facing voice.

What work does Nerd handle?

Nerd starts with quote work. It holds the steps a request goes through, the source each fact has to come from, what the output must contain, and which approval it needs before it goes out. The same shape covers the next job a company decides to teach it.

How is Nerd different from a CRM copilot or a general agent builder?

A copilot helps inside one product. A general agent gives you tools to build with. Nerd keeps the deal-desk workflow consistent across your team's AI conversations: the same process, the same sources, the same approvals, whoever is asking and whenever they ask.

Can Nerd fit our deal-desk workflow?

That is the setup rather than a customisation project. Someone records how your team already does the job, reviews the playbook Nerd proposes from it, and publishes it. Different fields, pricing sources, documents, roles and approval paths are what a playbook is for.

What if our data and process are messy?

That is normal. Product specs may sit in PDFs, prices in spreadsheets, and exceptions in someone's head. Nerd holds the rule for which source wins and what to do when two disagree: ask, stop, use once, or propose a correction. You do not need a data migration before finding value.

How do we get started?

Get in touch and tell us about one real quote workflow; a person replies. Once your workspace is set up, connect Nerd to the assistant your team uses and turn that workflow into a reviewed playbook. If your company runs its assistant on a business or enterprise plan, adding a connector is something the workspace administrator does, so bring them in early.

Will Nerd act without our approval?

Nerd takes no action at all. It answers questions about how your company does the job. Your own assistant does the reading and writing, under each person's existing permissions, and a person still approves anything that commits.

Get in touch and we will give you a number for a team your size. We are setting pricing with the first teams using Nerd, so there is nothing published yet, and nothing to commit to before you have seen it work.

Our assistant already remembers how we work. Why do we need Nerd?

Your assistant remembers you: your wording, your habits, what you asked it last week. What it cannot know is how your company does the job, because that was never in your conversation. Nerd holds the company layer, so the steps, the sources and the approvals are the same whoever is asking. The two do not compete. Your own memory stays yours, and the playbook is shared.

Answers

Nerd, explained for buyers and their AI.

Plain answers about the deal desk in your AI, governed quoting, team-owned workflows, portals, and copilots.

How to automate account quotes with approval

A practical path to faster, governed quoting.

Why do B2B quotes take days to produce?

Where the time goes, and what it costs.

Nerd vs a portal vs a copilot

Three different tools, and where each fits.

What is a deal desk in your AI?

What it handles, what stays human, and how to start.