Catalog intelligence to support product and pricing questions.
Display manufacturing · Anonymous engagement Proposal approved · Paused during merger
A clearer path from
product question to quote.
KRLR developed a proposed sales copilot for a display manufacturer, connecting product knowledge, quote preparation, follow-up, and after-hours intake. The project was approved and subsequently put on hold while the company went through a merger.
RESEARCH · SALES PLANNING · AI DESIGN · QUOTINGStatusProposal approved · Paused during merger
The proposed direction was approved and subsequently put on hold while the company went through a merger.
Where it standsAn approved direction, on hold.
This story demonstrates the research, planning, and system design behind the proposal.
KRLR’s roleResearch, planning, and design.
Examining the information a buyer needs and the steps the team takes to answer, price, and progress a request.
The client is not identified, and the competitive set and brand names are withheld. The engagement remains paused; the proposed system is not presented as a delivered production deployment.
01 / THE BRIEFWork through the
Work through the
sales process as a whole.
The proposal examined the information a buyer needs and the steps the client’s team takes to answer, price, and progress a request. The resulting design connected those steps in a phased implementation plan.
02 / INSIDE THE DESIGNThree proposed workflows,
Three proposed workflows,
with the status shown.
Each panel describes a proposed workflow from the approved design, not a released feature.
The proposed workflow connects product questions with a structured quote-preparation process.
Proposed product knowledge and quote-preparation workflows.
- 01
Receive
Capture the buyer's request and relevant requirements.
- 02
Find
Use the proposed catalog knowledge to identify relevant information.
- 03
Prepare
Draft the quote using the agreed commercial rules.
- 04
Review
Apply the proposed review and approval points before progressing it.
Status: Proposed workflow · Project paused
A KRLR-built quoting and proposal agent of the kind this proposal describes, recorded on demonstration data: one inbound request becomes priced options, a proposal, a pricing sheet, and a pipeline update, with a person approving each release.
SILENT SCREEN RECORDING · 1:24 · DEMONSTRATION DATA, NOT A CLIENT ACCOUNT03 / THE WORKWhat the
What the
proposal covered.
Quote preparation using the business's commercial rules.
Follow-up around inquiries and artwork proofs.
Voice intake for after-hours and overflow demand.
CRM handoffs and defined review and approval points.
04 / STATUSAn approved direction,
An approved direction,
on hold.
This story demonstrates the research, planning, and system design behind the proposal. The engagement remains paused; the proposed system is not presented as a delivered production deployment.
What slows the path
from inquiry to action?
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