Illustrative use case · AI agents and assistants
Every new quote began with finding an old one
Sales Director at an industrial equipment supplier
A customer asked whether our pump could work in their installation. I knew we had answered a similar question before. I just could not remember for whom, when or where we had saved the answer.
That was how many proposals were prepared: catalogues on a drive, agreements in emails, and the most important details in the head of an engineer who was visiting another customer.
With IP Partner, we started with an assistant using selected product documentation. Now I ask: “Compare the customer's requirements with the documentation. Highlight matches, gaps and questions for the technical team.” I receive material to review, with sources.
I still consult the engineer about equipment selection. But I come with specific questions. And the customer receives an answer sooner, allowing them to take the next step.
What I gained
More time for customer conversations, and better preparation for them.
A fictional story based on facts. Portrait generated with AI.
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