AI Sales Rep Onboarding Knowledge Agent for Industrial Filtration

How Cassidy automates RFQ and lead intake using AI

Step 1: Trigger on RFQ or lead intake

The Workflow activates when a new request enters the system—whether from a distributor portal submission, email RFQ, CRM lead, or phone notes logged by the rep.

Step 2: Normalize and qualify the request

Cassidy extracts key details from the intake: customer type, application, incumbent part numbers, required service level, and any attached datasheets or drawings. The agent triages by new install vs. replacement, application criticality, and regulatory needs.

Step 3: Guide application discovery

Based on the filtration type—hydraulic, process liquid, or air/dust collection—Cassidy presents a dynamic questionnaire capturing flow rates, viscosity, micron targets, Beta ratio requirements, housing constraints, and materials of construction.

Step 4: Run cross-reference and validate equivalents

Cassidy searches the Knowledge Base for functional equivalents, comparing dimensions, efficiency ratings, bypass settings, media type, and seal materials. The agent generates a side-by-side interchangeability report and flags any attributes that don't match for engineering approval.

Step 5: Size and select when no direct match exists

If a one-to-one cross-reference isn't available, Cassidy runs sizing calculations using manufacturer curves—factoring in ΔP budgets, dirt holding capacity, air-to-cloth ratios, or viscosity-corrected service life—and recommends elements, housings, and media.

Step 6: Perform commercial checks

The Workflow pulls pricing from connected systems, applies contract tiers and channel programs, verifies stock and lead times, and confirms compliance documentation (RoHS, FDA, 3-A, export controls) is attached.

Step 7: Generate and route the quote

Cassidy assembles a line-item quote with MPNs, specs, quantity breaks, alternates, and embedded terms. Quotes below margin thresholds or with spec deviations route automatically for approval; compliant quotes release immediately.

Step 8: Hand off to CRM and follow up

The finalized quote, BOM, and notes push to the CRM opportunity. Cassidy creates follow-up tasks for sample submission, PPAP requirements, or scheduled check-ins—keeping the deal moving toward close.