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.
Reported outcomes
Outcomes are reported exactly as stated by the source; we have not independently audited them.
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
Healthcare cases cover operational and commercial workflows. Nothing here is medical advice or a claim about a device's or drug's efficacy.
Casefile: MedTech angle
Directly transferable to device quoting (kits, implant sets, capital equipment) where catalog complexity is high.
Editor's notes
- The 43% figure is one service rep's account, as stated in the source.
- Went live July 2025; built with partner CREO Consulting.
Tools mentioned & how to build it
Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to this case, never by payment.
Tools mentioned
- Agentforce (Salesforce)
Salesforce's agent platform across service, sales and field service.
Build a version yourself
- n8n
Open-source workflow automation with AI agent nodes; self-host or cloud. - HubSpot (Breeze agents)
SMB-friendly CRM with Breeze AI agents for prospecting and support. - Make
Visual no-code automation with AI agents; good for intake, routing and follow-up flows.
Sources
“With Agentforce, we went from days to minutes.”How BioIVT built agentic research quoting that gives service reps 43% more time for high-impact work
“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.”How BioIVT built agentic research quoting (same interview)
Grade rationale: Named organization with quantified outcomes, published on the vendor's customer-story page. Automated check on Oct 17, 2026: 2/2 quotes and 3/3 outcome claims matched the source. Compiled by the Agent Casefile research desk (AI-assisted; see methodology). Spot an error? Request a correction.
