Plan Copilot
FIELD DESKDeal Builder
Offer pack…
DEAL BUILDER

Find their best fit.

Start with what they need, then make every saving visible.

Offers updated…
01
SERVICES

What are they shopping for?

Start here
Mobility is selectedWe’ll price the lines first.1 service
02
CUSTOMER

Customer status

Eligibility
Has TELUS Home services?
Mobility brand

No Home services selected — M&H savings will stay off the quote.

03
CUSTOMIZE

Shape the recommendation

Live pricing
Mobile lines1 to 8 lines
4
CoverageChoose the travel footprint
Payment optionPAB is optional

TELUS M&H is a primary-line credit. MNHPROMO and Family Discount follow their own plan and line rules.

04
RESULTS

Compare matching plans

8 matches
Prices shown are monthly before tax. Financing-tier plans require device financing; device pricing is not included.
+
SHORTCUTS

Keep the conversation moving

HOME SERVICES

Internet & TV

Turn a Home conversation into a clean monthly quote.

01
QUICK QUOTE

Choose a connection

Monthly estimate
02
FIELD NOTES

What to remember

PureFibre1Gb, 1.5Gb and 3Gb plans include a 5-year price lock on a 2-year term.

Mobile & HomeCan apply to mobility or the Home account—never both. Confirm account type and eligibility.

Address matterswHSIA and targeted TV / MDU offers need an address check in the order tools.

03
REFERENCE

Stream+

Digital subscriptions

Separate service

04
REFERENCE

Optik TV

Live / cable packages

Two-year promo

HOME SERVICES

Smart Home Security

Match the security package to the home, then price the equipment the plan does not include.

Partners PortalLive Offer Sheet
01
SECURITY PLANNER

Choose a security package

Optional add-ons in quote
Customer setup
New HSIA / Koodo Internet can unlock SHSSAVEATTACH.
Plan viewAll SHS plansProfessional and self-monitored packages stay visible. Eligible AB / BC offers apply automatically.
ALL PLANS

Choose the package to quote

03
ADD-ON EQUIPMENT

Only price what is missing

Easy Pay figures are from the SHS 1.0 add-on equipment page.

36 months
Show all SHS 1.0 equipment rates
04
SEPARATE REFERENCE

SmartHome+

Standalone Video and Automation subscriptions

Not SHS 1.0

SmartHome+ is a separate subscription. Equipment is taxed upfront; professional installs should be booked at least 6 days after order.

05
FIELD NOTES

What to confirm

Use Partners PortalSHS and panel repoints are processed through the Partners Portal. Address availability and coverage still need to be checked.

Wireless SHS limitsSHS supports up to 4 wireless cameras, 4 partitions and 20 devices. Custom Home is the path for larger or hardwired needs.

Offer stackingSHSSAVEATTACH and SHSMASS5OFF36 do not stack. SHSINSTALL200 is a separate pro-install waiver when its conditions are met.

FIELD ASSIST

AI Copilot

Ask the loaded offer pack for a concise, field-ready answer.

Grounded in offer pack
COPILOT CHAT

What do you need for this customer?

Ready — grounded in the loaded offer pack.

Pricing stays deterministic; AI is optional. This thread is memory-only: New conversation and logout clear it, idle threads expire after 6 hours, and every thread has a 24-hour maximum.

ADMIN / SHARED CATALOG

Setup & offers

Keep the shared offer pack, technician access, AI endpoint and field links ready.

Admin ·
01
OFFER PACK

Rates & eligibility

Checking shared catalog…

TELUS rates & flags

Rates are the source of truth

Koodo mobility

Rates, coverage and MNH5 eligibility

Add a mobility plan

Save it to the shared catalog

Discount amounts ($)

Applied by the engine

Full pack JSON

Back up or restore structure
02
SHARED ACCESS

Technicians

Checking shared directory…

03
SHARED SERVICE

AI provider

Checking shared Copilot config…

04
FIELD TOOLKIT

Field links

Open manually