We're excited to announce a breakthrough product for Proposal and Presales teams: a strategic RFP AI Agent.

His name is Phil and he will completely transform how we do proposals – hint: he’s an industry research savant who can plan, execute, and critique his own work. 

His goal? Proposals that win. Proposals that pitch your capabilities in their best light. Proposals that write in your buyer’s own language.

This isn't just another AI automation tool that fills in answers from a knowledge base.

Phil is an autonomous business expert that runs your process from start to finish, generating winning answers in seconds using the sources he’s connected to and the strategic research he conducted. By maintaining real-time connections with your information sources, Phil eliminates the need for you to do any manual content updates because he ensures your knowledge base stays current 24/7.

As an AI Agent for RFPs, Phil can:

Answer Accurately – With Business and Competitive Context

  • Ingest any RFP file - regardless of format (xls, pdf, doc, web portal) - in a single click
  • Answer based on your past answers, website, internal enablement, product docs, and Q&A pairs
  • Research the customer and competition - pulling insights from calls or CRM data - to analyze your competitive strengths
  • Recommend “Executive Win Themes” that he will strategically weave into each answer

Maintain Your Knowledge Sources

  • Collaborate and auto-delegate unknown answers to streamline SME input – with infinite memory
  • Self-maintain knowledge to bias for recency, deconflict sources, and recommend deletions

Run Your Process Communicatively

  • Decide whether or not to process RFPs based on his understanding your policies or processes - such as deal thresholds, content, or confidentiality levels
  • Communicate with teams wherever they live - like chat (like Slack/Teams) and apps (like CRM, Jira) - while updating tracking records autonomously as the project progresses 
  • Design and use custom formats to match any required template or style guide

The best part? 

Phil is here to manage every part of the RFP process that is tedious and manual so you can focus on the strategic work. He makes smart judgment calls based on guardrails you set, but knows when to ask for help. Phil drives automation of RFP answers without sacrificing quality.

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Want to see what Phil can do for you?

Sign up for early access here.