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Build your agent
Proposal Agent
Proposal Agent
Lead Generation Agent
Customer Service Agent
Customer Base Agent
Custom Agent
Request for proposal
What happens here
Request for proposal
The agent reads requirements, questions and attachments.
Approved content
What happens here
Approved content
Service descriptions, references and other approved material are available to the agent.
Customer and sales context
What happens here
Customer and sales context
CRM and agreed inputs provide the right commercial context for the proposal.
Structures the needs
What happens here
Structures the needs
The agent extracts requirements and identifies what information is still missing.
Collects the content
What happens here
Collects the content
The right approved material is brought together without manual copying.
Builds the draft
What happens here
Builds the draft
The agent creates a proposal structure for a person to review.
Human decision
Human approves
What happens here
Human approves
Price, terms, commitments and final content remain human decisions.
Ready outcome
Proposal draft ready
What happens here
Proposal draft ready
The proposal is prepared for final editing and approval.
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