AI Engineering Request Pre-Qualification Agent for Heat Exchanger Sales

How Cassidy automates using AI

Step 1: Trigger on new RFQ submission

The Workflow activates when a new engineering request arrives—whether via email to a shared inbox, upload to a tender portal, or distributor submission—automatically detecting and linking revised or duplicate RFQs.

Step 2: Parse and extract RFQ data

Cassidy processes the complete RFQ pack (cover letters, material requisitions, datasheets, specs, drawings, VDRL, ITP/QAP) and extracts key fields: exchanger type, thermal duty, temperatures, pressures, fluids, fouling factors, materials, design codes, and commercial terms.

Step 3: Screen for completeness and compliance

The Workflow cross-references extracted data against your company's design envelope and required standards (API 660/661, ASME VIII, TEMA class, NACE MR0175), generating a compliance matrix, flagging missing or ambiguous fields, and drafting technical queries for client clarification.

Step 4: Generate go/no-go recommendation

Cassidy evaluates the opportunity across strategic fit, spec alignment, capacity, lead-time, material risk, margin, and documentation burden—producing a scored decision with clear rationale, required deviations, and prerequisites.

Step 5: Deliver qualified opportunity package

The Workflow compiles a complete output for your sales engineering team: opportunity brief, extracted datasheet fields, compliance register, TQ list, preliminary sizing notes, and a proposal input pack with task assignments for thermal rating and mechanical design.