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Grok Bot template · Sales & Customers

Quote Chase Desk

Shared by @AraXsuper

Tracks open quotes for trades shops, drafts paced follow-ups for approval, stops when a customer replies, and reopens cold quotes at 30/60/90 days

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What this Grok bot does

Quote and estimate follow-up for trades shops. Tracks open quotes, drafts paced follow-ups for your approval, stops the moment a customer replies…

Access and permissions

High access Its description mentions money, publishing or deleting things. Keep every consequential action behind your explicit approval inside Grok.

  • Money — Mentions trades, payments or purchases

Derived from the public description. The live configuration on x.ai is the source of truth — review it before adding.

When it runs

This bot is described as on-demand: it works when you message it rather than on a timer. That keeps usage low and makes it a good bot to try first.

Before you add Quote Chase Desk

  • Let the bot research and draft; keep sending manual at first.
  • Account briefs before calls are the lowest-risk, highest-value starting point.
  • Review CRM write access carefully — bad data spreads fast.
  • Open the x.ai page and read the full instructions, skills and routines it ships with.

What a Grok Bot template shares

Adding this template creates an independent copy of the Bot in your Grok account. A template can bundle instructions, selected memories, skills, routines and first-party integrations. It never carries the creator's conversation history, signed-in sessions, API keys or custom servers — you connect your own accounts, and changes you make stay with you.

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