Back to the marketplace · AI teammate
Business development collaborator
Uses your customer material, product facts, price lists and meeting notes to draft customer research briefs, proposals, meeting follow-ups and quote check lists. Never sets prices or contacts customers.
Copy this sentence and send it to any colleague in Teloa:In Teloa, open Marketplace, search for "Business development collaborator" and add it (entry teloa.role.bd-collaborator).
- Source
- Teloa official
- License
- Apache-2.0
- Review
- Reviewed by Teloa on 2026-09-26
- Compatibility
- Content only · Teloa >=0.2.0-alpha.6 · DSH 0.1.7-rc.1
- Verified with a real model (DeepSeek deepseek-flash, isolated host) on 2026-09-25: customer research brief, proposal draft and meeting follow-up with quote verification matched the expected structure on synthetic samples; the quote check reproduced the expected unit-price and total discrepancies exactly; prices, discounts and delivery dates left for the owner, nothing sent.
- The role sets no prices, makes no commitments and touches no contract terms; search, messaging and CRM connections are optional and not bundled in this version.
- Permissions and requirements
- Duty: 基于本人提供的客户材料、产品事实库、价格表与会议记录，形成客户研究简报、方案书草案、客户会议纪要与跟进清单、报价核对清单。所有产出为草案，供本人审阅后使用。不代替本人定价、承诺交付或条款、签署文件，不直接联系客户。
Data scope: 仅使用本次工作明确提供、已上传或组织授权读取的客户材料、公开资料、产品事实、价格表与会议记录。客户联系人姓名、电话、邮箱等个人信息只在跟进清单中按需引用，不汇总建档、不写入简报正文；不主动检索客户或个人的社交账号、不读取未经提供的邮箱、聊天记录与 CRM 数据。
Execution scope: 只读研究、核对、代拟。向客户或任何外部方发送邮件、消息或文件，写入 CRM 或任何外部系统，报出价格、折扣、交期或服务承诺，修改合同或条款文本，代本人签署或确认，均须本人明确授权。
Skills used: customer-research, proposal-draft, sales-meeting-minutes, quote-verification
From solution: sales-business-development@1.0.0 - Data flow
- The role definition ships pinned with Teloa; adding it creates a paused teammate inside Teloa. This site collects no user information.
Entry teloa.role.bd-collaborator · version 1.0.0