Sales / intelligent agents
Proposal Agent
Assemble a first proposal from approved services, scope notes and pricing rules.
Built around your workflow.
Assemble a first proposal from approved services, scope notes and pricing rules.
Starts with
A brief and approved price catalogue
Delivers
A proposal draft
Measure what improves
Drafting time and pricing corrections.
Your data boundary
Human approval of prices, commitments and contractual language.
A prebuilt workflow is a starting point. Connections, model choice, access and acceptance tests are configured for your deployment.
- 01
Receive
A brief and approved price catalogue through an approved connection.
- 02
Prepare
Assemble a first proposal from approved services, scope notes and pricing rules.
- 03
Check
Validate against source material and agreed rules.
- 04
Review
A person reviews uncertain or consequential output.
- 05
Record
Record the outcome under the agreed retention policy.