Email Negotiation

Quick Overview

With the Email Negotiator flow, your agent will:

Monitor your inbox for pricing or partnership inquiries
Query a rich knowledge base for rates, packages, and policies
Respond in your brand voice with accurate info
Negotiate back-and-forth until a deal is closed or lost
Escalate edge cases or wins straight to you via Slack

Start from the email responder template and tweak as below.

Setting Up Your Negotiator

Step 1: Connect the Trigger

Use Gmail – Email Received as the trigger.
Add filters to ignore internal threads or newsletters.

Step 2: Gate with a Condition

Filter out irrelevant emails early to avoid wasting resources on messages that don’t need negotiation.

Condition prompt:

Only continue if the email asks about pricing, packages, quotes, discounts, or partnerships.

Step 3: Build the Knowledge Base

Create a central repository of pricing and policy information so your agent can provide accurate, consistent responses.

Action: Search Knowledge Base
Upload FAQs, rate cards, discount policies, and negotiation guidelines.
Connect CRM or Google Docs as needed.

Step 4: Verify an Answer Exists

Check if we have the information needed to respond before attempting to negotiate, preventing unhelpful responses.

Step 5: Send the First Reply

Provide an initial response with relevant information to begin the negotiation process professionally.

Example prompt:

You are responding to an inbound partnership inquiry email. 

Your job is to use the content in your knowledge base to answer the emailer’s questions, respond succinctly and help the user close a partnership deal*

An example response could be:

"Hey {FIRSTNAME}, thanks so much for reaching out! I'd love to learn more about {THEIR BRAND} and see if there is mutual alignment for a partnership.

Here are my rates:

{Insert content found from knowledge base, example below:- Youtube Shorts = $2,500- 30 Sec Reel on Instagram = $3,000- 60 sec Reel on Instagram = $6,500- TikTok Reel = $12,000 ($14,000 if pinned)}

Please let me know your thoughts and any ideas you had on specific collab content."

Step 6: Branch on Response Type

Categorize the prospect’s response to determine the appropriate next action in the negotiation flow.

Add a three-way Condition:

Path	Prompt snippet
Requires Negotiation	the email requires further negotiation
Closed Deal	the email agrees to the quoted terms
Not Interested	the email declines the offer

Step 7: AI Agent for Negotiation

Deploy an AI agent to handle back-and-forth negotiations automatically while staying within your guidelines.

Under Requires Negotiation, insert AI Agent with skills: Gmail – Send Reply.
Example prompt:

Your job is to negotiate with the emailer and respond to their questions until a decision is made in regard to the partnership opportunity. Only answer questions using answers found from the knowledge base. Here are some example responses to mirror the structure and style of our brand’s tone:

“Hey {FIRSTNAME} – appreciate the interest! We only discount 10% for fall deals, as it is our busiest time for collaborations. Let me know what you decide!”

“Hi {FIRSTNAME}, thanks for the follow-up questions. We typically post on Mondays at 8:00am PST and pin them for 4 weeks. If you would like a collab post pinned longer than 4 weeks, we charge $1,000 extra per week that is pinned.

Let me know if this sounds good to you or if you have questions :)” 

Important Instructions: 

* Always respond directly to the emailer and sign off with: 

“Thanks – Lindy”

* Keep responses 1-2 sentences long, concise and friendly. 

* Never make offerings or agree to a deal unless there is content in the knowledge base that supports the partnership details.

Step 8: Close the Loop

Finalize the negotiation outcome after it is complete and send them to the correct path whether or not the deal was closed.

Closed Deal → Gmail – Send Reply confirming terms and next steps.
Not Interested → polite thank-you reply.
Both paths → Slack – Send DM to alert your team.

Advanced Customizations

Trick	What it does
Dynamic Discount	Offer tiered discounts based on deal size pulled from the email.
Sentiment Monitor	Escalate to human if tone becomes negative or urgent.
CRM Update	Create/advance opportunities in HubSpot or Salesforce automatically.

Best Practices

Keep KB Current

Refresh rate cards and policies regularly to avoid outdated offers.

Human Escalation

Route complex legal or enterprise deals to a rep early.

Tone Matching

Include sample emails in the KB so your agent mirrors your brand voice.

Next Steps

Multi-Channel Outbound

Warm up leads before they inquire

Lead Enrichment

Fill gaps before negotiating

Gmail Integration

Advanced email automation for negotiations

Human in the Loop

Add approval steps for deal terms

Custom Agents 101

Testing

Accounts & Billing

Use Cases

Skills

Utilities

Web Scraping

Integrations

Quick Overview

Setting Up Your Negotiator

Step 1: Connect the Trigger

Step 2: Gate with a Condition

Step 3: Build the Knowledge Base

Step 4: Verify an Answer Exists

Step 5: Send the First Reply

Step 6: Branch on Response Type

Step 7: AI Agent for Negotiation

Step 8: Close the Loop

Advanced Customizations

Best Practices

Next Steps

Multi-Channel Outbound

Lead Enrichment

Gmail Integration

Human in the Loop

​Quick Overview

​Setting Up Your Negotiator

​Step 1: Connect the Trigger

​Step 2: Gate with a Condition

​Step 3: Build the Knowledge Base

​Step 4: Verify an Answer Exists

​Step 5: Send the First Reply

​Step 6: Branch on Response Type

​Step 7: AI Agent for Negotiation

​Step 8: Close the Loop

​Advanced Customizations

​Best Practices

​Next Steps

Multi-Channel Outbound

Lead Enrichment

Gmail Integration

Human in the Loop

Quick Overview

Setting Up Your Negotiator

Step 1: Connect the Trigger

Step 2: Gate with a Condition

Step 3: Build the Knowledge Base

Step 4: Verify an Answer Exists

Step 5: Send the First Reply

Step 6: Branch on Response Type

Step 7: AI Agent for Negotiation

Step 8: Close the Loop

Advanced Customizations

Best Practices

Next Steps