Industry solution: B2B and Professional Services

AI for B2B and Service Companies

We respond faster to initial inquiries, tackle complex technical tasks, and help managers prepare commercial proposals tailored to specific clients.

Key automation tasks in the industry

✓Instant initial analysis of client briefs and technical requirements
✓Searching for similar experiences and completed projects in the internal knowledge base
✓Drafting a commercial proposal for a specific request
✓Drafting a contract based on the company's standard templates — automatically
✓Monitoring how managers adhere to communication regulations

Detailed process breakdown

Incoming B2B Request: From Application to Draft Proposal

1.The client fills out a detailed form on the website or sends a PDF brief via email.

2.The AI assistant extracts the main points: business area, desired timelines, estimated budget, and stack of requirements.

3.The system matches the task with the company's service matrix and highlights where you excel for this request.

4.A draft commercial proposal appears with the necessary modules and estimated cost ranges.

5.The responsible account manager receives a link to the ready draft in Telegram. Final review remains.

Expected outcome: The initial proposal is prepared in 2 hours instead of 2 days. And without compromising on the individual approach.

Relevant services for this industry

Types of data processed

·Templates for commercial proposals, contracts, and estimates
·History of previous projects and descriptions of completed cases
·Correspondence and meeting protocols with clients

Industry constraints and controls

✕Without the signature or review of the manager, the commercial proposal will not be sent to the client
✕Prices and discounts are confirmed by the department head — according to company policy
✕Confidentiality mode (NDA) applies to every client document

Demo scenario for the industry

Corporate Onboarding Assistant

In the first 3–4 weeks, newcomers primarily seek information. How to apply for leave? Where are the passwords for services? Who approves invoices? What is the regulation for responding to clients? Mentors and HR are overwhelmed with the same questions.

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Questions about implementation in the industry

Is this suitable for legal or consulting firms?▾

Yes. The corporate RAG knowledge base works particularly well where hundreds of pages of analytics, standard contracts, and regulatory clarifications have accumulated.

Can the system prepare commercial proposals by itself?▾

It prepares a structured draft based on your templates. But the final decision and edits are always up to the responsible manager.

Where is the sensitive information of our clients stored?▾

All files are stored in your own environment — cloud or local — with controlled encryption.

Want to automate your process?

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Discuss the task: AI for B2B and Service Companies

Describe the process that’s eating up your team’s time. We’ll suggest what can be automated, what data is needed, and where to start.

AI for B2B and Service Companies

Key automation tasks in the industry

Incoming B2B Request: From Application to Draft Proposal

Relevant services for this industry

Sales Automation and CRM

Corporate Knowledge Base and RAG

AI Agents for Business

Business Process Audit for AI Implementation