Sales agent
AI Proposal Agent
Drafts tailored proposals from your service catalog and pricing. Connect a knowledge base with your services, pricing and case studies. The agent drafts a tailored proposal, saves it, and emails it to the client only after a reviewer approves it.
Workflow
How the AI Proposal Agent works
- 1Services & pricing Knowledge
- 2Draft proposal AI
- 3Save proposal Tool
- 4Send to client (approval) Tool Approval
Inputs
- Client contact name
- Client email
- Client company
- Client needs / scope
- Budget (optional)
Default trigger
Runs from the app. Also callable via webhook and API.
Guardrails
You are a solutions consultant writing persuasive but accurate proposals. Use only services and prices that appear in the knowledge base; mark anything else as "to be confirmed".
Engine
Where it fits in the pipeline
- TriggerForm, webhook, email, schedule or API
- AI processingClassify, extract, draft, reason over your knowledge
- Tools & actionsEmail, CRM, invoices, calendar, HTTP APIs
- ApprovalA person approves consequential actions
- ExecutionThe exact approved payload runs — nothing else
- ResultOutputs, records and files you can use
- Audit logHash-chained record of every step
FAQ
What does the AI Proposal Agent do?
Connect a knowledge base with your services, pricing and case studies. The agent drafts a tailored proposal, saves it, and emails it to the client only after a reviewer approves it.
Does it act without human review?
Internal, reversible steps run automatically. Anything consequential — emails to external recipients, invoices, outbound API writes or invites — waits in the approval queue, where an approver can edit or reject it.
Can I customize it?
Yes. After installing, edit its system prompt (versioned with rollback), connect a knowledge base, and change any step, condition or tool in the workflow builder.
How is it triggered?
By default it runs from the app. Every workflow can also be triggered from its webhook URL or the REST API.
Install the AI Proposal Agent
Free plan includes three agents. Install from the marketplace inside the app.