AI Sales Support Response Drafting Agent

How Cassidy automates RFQ intake and response using AI

Step 1: Trigger on inbound RFQ or inquiry

The Workflow activates when a new RFQ, RFI, or pricing inquiry arrives—whether forwarded from a shared inbox, submitted via web form, or pulled from a distributor portal like Ariba or Coupa.

Step 2: Extract specs and metadata

Cassidy parses attachments including PDF drawings, CAD files, and BOM spreadsheets to extract critical details: part numbers, revision levels, quantities, materials, tolerances, finishes, and compliance requirements like ITAR or RoHS.

Step 3: Match account and qualify request

The agent cross-references CRM data to identify the account and contact, checks for NDAs or export control flags, and runs a feasibility screen against your capabilities—surfacing disqualifiers, MOQs, certifications needed, and routing priority.

Step 4: Draft on-brand response

Cassidy searches your Knowledge Base for approved answers, pricing tiers, and technical specs, then generates a first-draft email and quote package that matches your brand voice, terminology, and commercial terms.

Step 5: Route for SME input and approval

The Workflow assigns open questions to sales engineers, quality, or compliance teams with SLA timers and reminders. Human-in-the-Loop checkpoints ensure technical accuracy and pricing governance before final sign-off.

Step 6: Dispatch and log to CRM

Once approved, Cassidy sends the branded quote and cover letter via email or uploads to buyer portals, then logs all activity—attachments, approval records, and response metrics—back to your CRM and document storage.