In B2B services, the work that wins and keeps clients is surrounded by work that doesn't: extracting requirements for proposals, preparing documentation, processing invoices, answering routine requests. The agents take over that assembly inside your systems, so your specialists spend their time where it counts.
The work today
Where the time goes in B2B services.
Proposals assembled by hand
Requirements arrive as emails and documents, and someone has to extract them before a proposal can be written.
Documentation that repeats
The same information is prepared again and again, for clients, contracts and projects.
Invoices and approvals
Supplier invoices need matching, coding and approval, and routine finance work eats into senior time.
Routine client requests
Status, document and account questions arrive all day, and each one interrupts someone.
Industry workflows
Workflows the agents take over in B2B services.
Each runs on a ready-made solution or, where the workflow is specific to you, on the same foundation through the AI Operating System.
- 01
Requirements to proposal
Extracts client requirements from emails and documents and prepares the information your team needs to produce the offer.
Handled by
Quote Agent - 02
Client requests
Classifies incoming requests, answers routine ones from live data and routes the rest to the right owner.
Handled by
Customer Operations Agent - 03
Document requests
Retrieves the documentation a client asks for from document storage and sends it within the scope you define.
Handled by
Customer Operations Agent - 04
Supplier invoices
Captures, matches and codes supplier invoices and routes them through your approval matrix.
Handled by
Finance Agent - 05
Purchasing services and materials
Runs RFQs to your approved suppliers, compares offers like for like and prepares the purchase order for approval.
Handled by
Procurement Agent - 06
Workflows specific to you
Contract renewals, or anything else specific to how you deliver, can be built on the same foundation, under the same approvals and activity log.
Built on
AI Operating System
Our solutions
Ready-made solutions for B2B services.
Each adapted to your data and rules, plus the operating system that brings them together.
AI Quote Agent
Reads inbound RFQs, matches parts, applies contract pricing, checks availability and prepares the quote for approval.
Explore Quote AgentAI Customer Operations Agent
Classifies incoming operational requests, retrieves live status across your systems, and answers or routes each one.
Explore Customer Operations AgentAI Finance Agent
Captures supplier invoices, matches them against purchase orders and receipts, applies coding rules and posts to your ERP.
Explore Finance AgentAI Procurement Agent
Takes purchase requests, issues RFQs to approved suppliers, chases responses, compares offers and raises the purchase order.
Explore Procurement AgentAI Operating System
Every agent and workflow on one foundation, one control layer and one activity log, built and implemented inside your infrastructure.
Explore the AI Operating SystemResult
52%
B2B service provider
Faster quote preparation
The agent extracts customer requirements and prepares the information required to create commercial offers. Customer name confidential.
Questions
Questions from B2B services teams.
Can it write our proposals?
It prepares the groundwork: the client's requirements extracted from their emails and documents, and the information your team needs to write the offer. What is offered, and at what price, stays with your team.
Does it work with our CRM?
Salesforce and HubSpot are among the systems it works with, and records are updated as part of the workflow. Per-system implementation is scoped during the review.
How are confidential client documents handled?
The agents run inside your own infrastructure and work directly in your systems, so client documents are not copied into a shared service. The model endpoints they use, and the data terms that apply to them, are agreed with you before deployment.
Next step
Find out how much of your proposal work is assembly.
In a workflow session we trace a real client request from inbox to offer and show which parts the agent could prepare.
- Your current workflow
- Manual steps
- Systems involved
- Automation potential
- Possible first implementation
Other industries
Industrial distribution
RFQs matched and priced, purchase orders validated into the ERP, and stock and delivery questions answered from live data.
Explore Industrial distribution
Manufacturing
Customer RFQs and orders, supplier sourcing and three-way invoice matching, handled inside your ERP under your approvals.
Explore Manufacturing
Logistics
Shipment and delivery questions answered from live data, requests routed to the right team, documents sent and exceptions escalated.
Explore Logistics