CLIENT ACCOUNT / METER IDENTIFIER / SUPPLY PERIOD

AI agent for commercial energy brokerages

Every meter. Every offer. One renewal you can explain.

Your AI agent reconciles consumption, compares supplier terms and follows each renewal through the switch evidence.

A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.

Specialised AI agentYour own report presetNo connection needed to begin
Energy procurement renewalsSPECIALIST / 953
Renewal completion and commission follow-through. With the source records attached.ILLUSTRATIVE STUDY
YOUR SPECIALISED AI AGENT

One place for consumption and contract reconciliation, supplier tender and offer comparison, renewal completion and commission follow-through.

MADE FOR YOUR WORKDAY

Start with work already on your desk

Your first useful assignment.

Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.

Get my AI agent →
YOU COULD ASK
“Run the renewals for our 30 commercial accounts: reconcile meter data, tender comparable offers, chase suppliers and carry accepted terms through switch confirmation.”
  • Consumption and contract reconciliation
  • Supplier tender and offer comparison
  • Renewal completion and commission follow-through

A useful first result
Consumption and contract reconciliation, with the client account, meter identifier and supply period linked to source evidence and the next delivery actions.

Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.

A conversation at your desk

Run the renewals for our 30 commercial accounts: reconcile meter data, tender comparable offers, chase suppliers and carry accepted terms through switch confirmation.

This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.

Illustrative project · configured agent at work

A configured agent with your client account, meter identifier and supply period records, current commitments and the connected accounts used for supplier tender and offer comparison.

  • Consumption and contract reconciliation
  • Supplier tender and offer comparison
  • Renewal completion and commission follow-through

A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.

  1. You · Commercial energy brokerages

    Run the renewals for our 30 commercial accounts: reconcile meter data, tender comparable offers, chase suppliers and carry accepted terms through switch confirmation.

  2. Your AI agent · AI Agent Store

    Four offers use estimated consumption and two contracts have earlier notice dates. I am correcting the tender basis and advancing the urgent notices under our mandate.

    Work in progress
  3. You · Commercial energy brokerages

    Keep the existing procurement mandate and show broker fees explicitly in every comparison.

  4. Your AI agent · AI Agent Store

    All renewal comparisons use matching consumption periods. Accepted contracts have supplier acknowledgements and switch tracking; unconfirmed transfers remain open in the renewal report. Your working files and dashboard reflect the recorded outcomes.

    Later · delivery and saved results

The details your specialist follows

Inside the energy procurement renewals

Follow each client account through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.

Keep an eye on: unmatched meter IDs, expiring supplier offers and approaching contract notice dates.

Illustrative working document · your records start empty

Client accountDependency to followEvidence of completion
02-104Consumption and contract reconciliationMeter-data discrepancies resolved
02-118Supplier tender and offer comparisonSupply switches confirmed
02-126Renewal completion and commission follow-throughContract notice deadlines met
Active energy procurement renewals records3
Comparable tenders issued90 outcomes
Outcomes with supporting evidence2

Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.

CLIENT ACCOUNT / METER IDENTIFIER / SUPPLY PERIOD

A working brief for your AI agent.

Retain meter IDs, consumption units, contract end dates, termination windows, tariffs and quote validity. Compare supplier offers on the same load profile, separating standing charges, taxes and commission assumptions.

AI

Your AI agentPrepared for commercial energy brokerages

Energy procurement renewals working registerEXAMPLE, NOT LIVE ACTIVITY

An example record for client account, meter identifier, supply period, comparable tenders issued.

01Client account02meter identifier03supply period

The useful next step

Consumption and contract reconciliation

Reconcile meter IDs, consumption periods and contract notice dates.

Built around the details that matter

Consumption and contract reconciliation. With the right questions already in mind.

Procuring energy supply contracts rather than auditing bills

01

Consumption and contract reconciliation

Reconcile meter IDs, consumption periods and contract notice dates.

02

Supplier tender and offer comparison

Compare like-for-like offers and chase supplier acknowledgements.

03

Renewal completion and commission follow-through

Follow accepted terms through verified switches and commission records.

A small tool for a real job

Meter renewals to reconcile. Before the back-and-forth.

Follow unmatched meter IDs, expiring supplier offers and approaching contract notice dates before they turn into another missed commitment.

Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.

  • Client account
  • meter identifier
  • supply period
  • Comparable tenders issued

Try your own numbers

Meter renewals to reconcile

90meter renewals to reconcile

Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.

From enquiry to a useful next step

Energy procurement renewals working register. Your way of working.

01

Brief and source records received

Add a job reference and the details you already know.

02

Consumption and contract reconciliation

Client account and meter identifier, ready to check.

03

Supplier tender and offer comparison

Give your specialist the outcome and let it carry the work forward.

04

Outcome evidence verified

Keep working records in Files and Tasks.

05

Renewal completion and commission follow-through

Keep the job and its next steps together.

Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.

Prepared for your business

The numbers behind your energy procurement renewals.

Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.

01

Recorded cases · outcomes

Comparable tenders issued

What this measures

Count one verified client tender and supply period outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.

02

Recorded cases · outcomes

Meter-data discrepancies resolved

What this measures

Count one verified meter discrepancy ID outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.

03

Recorded cases · outcomes

Supply switches confirmed

What this measures

Count one verified meter switch event outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.

04

Average · hours

Complete meter brief to tender issue

What this measures

Elapsed hours from complete meter brief receipt to first tender issue. Use the actual start and end timestamps for the same business record, store the calculated duration once with source references and exclude pending cases, missing timestamps, reversed intervals and illustrative examples. Do not infer elapsed time from a current status or sum repeated snapshots.

05

Observed rate · %

Contract notice deadlines met

What this measures

Population: completed contract notices, each with a stable record ID and an actual completed assessment. Numerator: on_time; denominator: on_time plus late from the same assessed population. Classify each outcome once; exclude pending or unknown cases, unassessed records and illustrative examples. Compare actual completion with the original agreed deadline; retain its timezone and do not move the deadline to improve the result. Corrections replace the original event instead of counting twice.

06

Observed rate · %

Offer comparisons on matching load profiles

What this measures

Population: completed offer-comparison assessments, each with a stable record ID and an actual completed assessment. Numerator: met; denominator: met plus not_met from the same assessed population. Classify each outcome once; exclude pending or unknown cases, unassessed records and illustrative examples. Apply the recorded requirement checklist or acceptance criteria; preserve failures as well as passes and link the supporting evidence. Corrections replace the original event instead of counting twice.

Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.

Keep the tools that already work

Specialised in your trade. Open to your next idea.

Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.

An AI agent prepared for your business

The starting instructions, intake questions and working rules already match commercial energy brokerages. Add your service list and one example of your tone when you are ready.

Give your agent the whole job

Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.

Ask beyond the starting workflows

Ask your energy procurement renewals to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.

Recommended starting plan

Your AI agent for commercial energy brokerages.

Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.

$149.00/month

Capacity for 3 running agents · 250 active hours per month

Start my AI agent →

A clear starting total

$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.

Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.

Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.

Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.

Before you begin

An AI agent for commercial energy brokerages.

Can it handle supplier chasing as well as comparing rates?

Yes. It can follow tender responses, quote expiries, acknowledgements and switch evidence. Supplier decisions and live supply status come from the connected records, while your commercial mandate controls execution.

Is this only for the three tasks shown?

No. This is an AI agent specialised for commercial energy brokerages, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.

What happens after I subscribe?

After payment, we prepare your AI agent for commercial energy brokerages, its workflows and your energy procurement renewals working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.

Do I need to connect email or messaging?

No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.

Does this replace my existing business software?

Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.