Bob, our presales agent
Priced and proposed
the same day
Bob is an AI agent we've built to work alongside a salesperson on technical deals. He scopes the job, outlines a solution, prices it and drafts the proposal, using your CRM, price lists and templates. Your technical and commercial experts check everything before the customer sees it.
How Bob works
From enquiry to a reviewed proposal
It starts with an enquiry: a customer asks what a solution will cost, or a salesperson hands it over. Bob then works through four steps.
- 01
Scope
Asks the questions a presales engineer would ask.
- 02
Design
Outlines a solution from your product library and pricing rules.
- 03
Price
Produces low, mid and high budget options, with a bill of materials.
- 04
Propose
Drafts the proposal from your templates and updates the CRM.
Then your experts review
Your technical and commercial experts check every design, price and proposal before the customer sees it. The model does the reasoning. Your people make the call.
What your team gets
Four things, ready for review
- A solution outline. Drawn from your product library and pricing rules.
- An indicative budget. Low, mid and high options, with a bill of materials.
- A draft proposal. Written from your own templates.
- An updated CRM. So the next person to pick up the deal can see what has been done.
Your experts start from a complete draft, not a blank page.
Who Bob is for
Technical businesses that already have a design team or a technical presales team, where salespeople wait on experts for scoping, pricing and proposals. Bob works alongside the salesperson, not instead of them.
What he works from
- Your CRM
- Price lists and Excel workbooks
- Your product library and pricing rules
- Proposal templates
- The questions your presales engineers ask
What Bob will not do
- Send a design, price or proposal to the customer before your experts have reviewed it.
- Invent products or prices that are not in your library and rules.
- Replace your technical or commercial team. He takes the first pass off them so they can spend their time on the judgement that matters.
The potential benefits
- Faster response times
- More consistent proposals
- Less senior time on qualification
- Fewer presales bottlenecks
Want to know what's inside an agent like Bob? Read How an AI agent is put together: the model, the tools, the loop and the context, with Bob as the worked example.
Want to see Bob working?
Ask for a demo and we'll show you, live on a call, how a presales agent would handle a job like yours: what starts it, what it does, which systems it uses and what your team approves.