Sales and proposalsCustom pilot

Lead Qualification and Proposal Agent

Collects the information sales needs and prepares a well-founded next step.

A website chat or guided intake flow that clarifies the customer's need, checks agreed criteria and produces a structured summary for sales.

Agents and digital tools

Custom pilots for customer service, sales, calls, procurement and digital governance.

View all agents
Customer serviceCustom pilot

Customer Service Agent

Helps website visitors find an answer and the right next step.

  • Answers from approved sources
  • Guidance to the right service
  • Human escalation when needed

Pricing unlocks after contact details

Explore the agent
Phone serviceCustom pilot

Reception Agent

Answers calls, collects the essential details and routes the matter to the right person.

  • Initial call handling
  • Agreed details captured
  • Routing or transfer to a person

Pricing unlocks after contact details

Explore the agent
Sales and proposalsCustom pilot

Lead Qualification and Proposal Agent

Collects the information sales needs and prepares a well-founded next step.

  • Better starting data for sales
  • Need and fit clarified
  • Faster start to proposal work

Pricing unlocks after contact details

Explore the agent
Public procurementCustom pilot

Tender Watch and Procurement Agent

Monitors agreed procurement sources and compiles the most relevant opportunities for review.

  • Client-specific search criteria
  • Regular summaries
  • Human-reviewed prioritisation

Pricing unlocks after contact details

Explore the agent
Digital governanceCustom pilot

Governance and Security Agent

Brings tools, responsibilities and risk observations into one human-reviewed view.

  • Structured tool register
  • Responsibilities and observations visible
  • Human-reviewed report

Pricing unlocks after contact details

Explore the agent

1 / 5

Business challenge

Leads arrive with incomplete information

Sales spends time requesting basics, checking service areas and structuring unclear requests. An interested customer has to wait before the useful conversation can begin.

Solution model

Structured qualification before the sales discussion

The agent asks only questions relevant to the selected service, checks approved criteria and prepares a summary for a person. A proposal or binding price is always confirmed separately.

Key capabilities

A focused task with clear action points

A focused task with clear action points

  • Clarifying the need and objective
  • Checking service-area or basic criteria
  • Classifying leads against agreed criteria
  • Preparing a proposal brief or sales summary

What the business may gain

  • Sales starts with better information
  • Faster response to interested customers
  • More consistent qualification
  • Less back-and-forth collecting basics

Example workflow

How one case progresses

  1. 01

    Need is described

    The customer selects a service and explains the objective.

  2. 02

    Questions adapt

    The agent asks only follow-up questions relevant to the situation.

  3. 03

    Fit is structured

    Answers are compared with approved service and qualification criteria.

  4. 04

    Sales continues

    A person receives the summary and confirms the proposal or next step.

Integrations

Connections are confirmed during technical discovery

Implementation foundation

  • OpenAI API
  • Supabase
  • Resend
  • Website chat or form

Possible additional integrations

  • CRM
  • Calendar
  • File storage
  • Approved pricing rules
  • Service-area validation

Who it is for

A strong starting point when the need is repeatable and can be scoped

  • Businesses with a repeatable proposal process
  • Sales teams receiving leads of varying quality
  • Services where fit depends on area, timing or starting information

Typical use cases

  • Service proposal requests
  • B2B lead qualification
  • Renovation, maintenance and installation requests
  • Preparation for a booking or sales call

Installation and launch

From pilot to controlled launch

  1. 01

    Map the current lead and proposal process

  2. 02

    Approve questions, criteria and boundaries

  3. 03

    Implement the form or chat and notifications

  4. 04

    Test realistic and exceptional cases

  5. 05

    Pilot, assess outcomes and continue development

Security and human oversight

Responsibilities and boundaries are designed before implementation

An assessment or proposal draft produced by the agent is not binding. Final content, price, availability and contractual terms are confirmed separately.

  • No automatic binding proposal without approved rules and human review

  • Data minimisation based on the service need

  • Clear separation of necessary processing and marketing

  • Lead access limited to responsible sales staff

Pricing

Pricing unlocks after contact details

The implementation price depends on the workflow, information sources, usage volume and integrations. Pricing is not included in public page content.

An inquiry does not create an order. Scope and integrations are confirmed before a proposal.

Ask about pricing and packages

Frequently asked questions

Before ordering a pilot

Does the agent send a binding proposal?

Not by default. It may prepare a brief or draft, while final scope, price and terms are confirmed through agreed human review.

Can it validate a service area?

Yes, when areas and the validation method can be described reliably or connected to an approved source.

Is this the first agent planned for a functional build?

This solution is planned as the first complete agent MVP after the catalogue and sales flow are finished.

Start with a focused pilot

Tell us about the current workflow. AuditExpert-AI reviews the objective, information sources, responsibilities and integrations before proposing an implementation.