AI Field Sales Configuration Agent for Industrial Equipment

How Cassidy automates using AI

Step 1: Trigger on new configuration request

The Workflow activates when a field rep initiates a quote—whether from a CRM opportunity, dealer portal submission, or mobile app request—pulling in account history, prior configurations, and install-base data.

Step 2: Guide discovery and capture requirements

Cassidy presents dynamic, needs-based questions tailored to the product line, capturing site constraints, performance specs, and compliance requirements while filtering incompatible options in real time.

Step 3: Validate configuration against engineering rules

The Workflow applies your constraint engine logic—dimensional limits, compatibility rules, safety standards, and supply constraints—to ensure a first-time-right configuration before pricing.

Step 4: Calculate pricing with margin protection

Cassidy computes net pricing using your price books, cost rollups, customer-specific entitlements, and discount matrices, flagging deals that fall below margin thresholds and routing them for approval.

Step 5: Generate technical quote and proposal

The Workflow assembles a branded proposal with renders, spec sheets, performance curves, compliance statements, and commercial terms—ready for customer review and e-signature.

Step 6: Auto-generate CAD drawings and production BOM

For approved configurations, Cassidy triggers your CAD system to produce 2D/3D drawings, DXF/STEP exports, multilevel BOMs, and routings—attaching all outputs to the quote package.

Step 7: Route for approvals with Human-in-the-Loop

Deals requiring margin exceptions or non-standard terms route automatically to the appropriate approvers, with AI-generated justifications and full audit trails.

Step 8: Convert to order and sync to ERP

On customer acceptance, Cassidy creates a production-ready order in your ERP—complete with item masters, quantities, UOMs, attached BOM/routings, and documentation—and updates CRM opportunity status for forecasting.