/ collect data
01. Capture Customer Conversations
The process begins with the AI Offer Employee automatically capturing inputs from customer interactions, such as remote meetings, phone calls, or emails.
Specification
1.1 Converts conversations into text using advanced transcription tools.
1.2 Captures critical details, including customer requirements, preferences, and pain points.
1.3 Ensures no detail is missed, providing a solid foundation for tailored proposals.
/ analyze data
02. Analyze Data & Context
The AI Offer Employee integrates with your CRM and internal databases to analyze customer-specific information.
Specification
2.1 Pulls data from multiple sources, including previous communications, meeting notes, and historical success data.
2.2 Leverages Large Language Models (LLMs) to identify patterns, preferences, and client-specific needs.
2.3 Aligns customer goals with proven templates and your company’s best practices for maximum relevance.
/ create documents
03. Generate Tailored Proposals
Using the data and context gathered, the AI Offer Employee creates comprehensive and personalized proposals in minutes.
Specification
3.1 Automatically drafts documents, including proposals, contracts, SLAs, NDAs, and more.
3.2 Ensures industry-specific terminology and contextual accuracy.
3.3Provides options for upselling, cross-selling, and optimized pricing strategies based on customer needs.
3.4 Generates polished, professional documents that align with your branding.
/ create documents
04. Automate Review & Validation
Before delivery, the AI Offer Employee validates the proposal to ensure it meets company standards and compliance requirements.
Specification
4.1 Checks for accuracy and completeness, ensuring no errors or omissions.
4.2 Validates pricing, legal, and policy adherence for consistent quality.
4.3 Provides easy editing options, allowing your team to tweak and finalize proposals if needed.
/ create documents
05. Deliver & Sync with CRM
Once finalized, the proposal is sent to the client via their preferred communication channel.
Specification
5.1 Delivers instantly via email, portals, or other integrated platforms.
5.2 Tracks engagement, notifying your team when a client views or interacts with the proposal.
5.3 Updates your CRM automatically, ensuring all data is aligned, accessible, and ready for the next steps.