Engagement Insight Capture Agent Icon

Engagement Insight Capture Agent

Consolidates and interprets customer engagement, sentiment, and intent signals to unlock actionable post-proposal sales opportunities.

Organizations frequently struggle to capture a complete and actionable view of how customers engage with proposals, collateral, and follow-up communication. Engagement data is dispersed across multiple systems, while sentiment, intent, and questions expressed during the proposal process often remain unstructured and under-analyzed. This fragmentation limits visibility into customer interest, reduces the accuracy of post-proposal follow-ups, and leads to missed upsell or expansion opportunities.

The Engagement Insight Capture Agent centralizes and interprets all relevant engagement activity by aggregating structured metrics—such as proposal views, click-through data, and content interaction logs, alongside unstructured sources including customer feedback, email exchanges, meeting notes, and written queries. Using LLM-based interpretation, the agent unifies these signals into coherent insights that highlight customer sentiment trends, emerging intent cues, unresolved concerns, and potential buying triggers. It also identifies gaps or objections that may require targeted outreach.

This consolidated, insight-ready output enables sales teams to act swiftly and accurately after sending proposals, strengthening the impact of each customer interaction. By improving prioritization, tailoring outreach, and enabling more precise follow-up strategies, the agent enhances revenue potential, reduces manual analysis work, and supports higher-quality customer experiences across the upsell and cross-sell lifecycle.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Engagement Insight Capture Agent:

Source System: InnovateCorp Digital Proposal Portal Timestamp: 2023-10-27T14:30:00Z Payload Type: Multi-Source Engagement Data


1. PROPOSAL METADATA

  • Proposal ID: PROP-2023-9812
  • Client Name: Quantum Dynamics
  • Primary Contact: David Chen, VP of Operations
  • Product: "LogiOptima AI" Logistics Platform
  • Sales Representative: Sarah Jenkins

2. DIGITAL INTERACTION LOG (Structured)

  • Total Document Views: 8
  • Total Time on Document: 47 minutes
  • Section Dwell Time:
      • Section 3 (Technical Architecture): 12 minutes
      • Section 5 (Pricing Tiers): 18 minutes
      • Section 6 (ROI Calculator): 9 minutes
  • Video Plays:
      • "LogiOptima AI in Action" (Intro Video): 2 plays, 95% completion
      • "API Integration Guide": 4 plays, 100% completion
  • Scenario Modeler Interactions:
      • ROI Calculator: 5 adjustments made, toggled between "Enterprise" and "Pro" tiers.

3. EMBEDDED Q&A TRANSCRIPT (Unstructured)

  • Question 1: "What is the typical implementation timeline for a company of our scale (approx. 5000 shipments/day)?"
  • Question 2: "The pricing page lists three tiers. Is there flexibility to create a custom package that blends features from the Pro and Enterprise plans?"
  • Question 3: "Does your API support real-time data push to our existing SAP ERP system?"

4. FOLLOW-UP EMAIL CONTENT (Unstructured)

  • From: david.chen@quantumdynamics.com
  • Subject: Following up on the LogiOptima AI Proposal
  • Body: Sarah, Thanks for sending over the detailed proposal. The team and I have reviewed it and are impressed with the platform's capabilities, especially the predictive analytics engine. My primary concern revolves around the total cost of ownership beyond the subscription fee—specifically implementation and training costs. The 'Enterprise' tier is a bit more than we budgeted for, but the features are compelling. Could we schedule a brief call next week with one of your technical specialists to walk through the API integration in more detail? Best, David

5. SALES REPRESENTATIVE NOTES (Unstructured)

  • Source: Internal CRM Entry
  • Author: Sarah Jenkins
  • Log Date: 2023-10-26
  • Note: Spoke with David Chen on the phone. He mentioned that their current logistics software contract expires in 4 months and they are under pressure to find a solution that reduces fuel costs by at least 15%. He also expressed a strong interest in our competitor, Apex Logistics Solutions, who are reportedly offering a lower initial price point.

Deliverable Example

Sample output delivered by the Engagement Insight Capture Agent:

Post-Proposal Engagement & Intent Analysis Report

Proposal ID: PROP-2023-9812 Client: Quantum Dynamics Date: 2023-10-27


1. Overall Engagement Summary

Quantum Dynamics has demonstrated High Engagement with the "LogiOptima AI" proposal. Multiple stakeholders appear to be involved, indicated by the number of views and detailed questions. The overall sentiment is Positive with a focus on cost-value justification. The primary purchase intent is strong, but conditional on pricing flexibility and technical validation.

2. Key Engagement Metrics

Metric Observation Implication
Time on Pricing Page 18 minutes (highest of all sections) High price sensitivity and detailed evaluation of cost.
ROI Calculator Usage 5 Adjustments Actively trying to build a business case for the solution.
API Integration Video 4 Views (100% completion) Technical feasibility and integration are critical decision factors.
Total Time on Document 47 minutes Serious consideration; not a cursory review.

3. Sentiment and Intent Analysis

  • Overall Sentiment: Positive
  • Primary Intent Signal: Purchase Consideration
Topic of Interest Signal Strength Evidence
Cost & Pricing Flexibility Very High Email concern about TCO, Q&A on custom packages, extensive time on pricing page.
Technical Integration (API) High Multiple views on API video, direct Q&A question, email request for technical call.
Platform Capabilities Positive Email states they are "impressed with the platform's capabilities".
Implementation Timeline Medium Specific question asked in the Q&A section regarding their operational scale.

4. Identified Concerns & Opportunities

  • Primary Blocker: The perceived cost of the 'Enterprise' tier exceeds their budget. They are actively comparing with a lower-priced competitor (Apex Logistics Solutions).
  • Key Question: Can the LogiOptima AI platform integrate seamlessly with their existing SAP ERP? This is a go/no-go technical requirement.
  • Upsell Opportunity: Their interest in features from both Pro and Enterprise tiers presents a clear opportunity to create a custom, higher-value package.

5. Recommended Next Steps

  1. Prioritize Technical Validation:

    • Action: Schedule a call between David Chen and an InnovateCorp integration specialist for next week as requested.
    • Objective: Confirm seamless SAP ERP integration and build technical confidence.
  2. Address Pricing Concern Head-On:

    • Action: Prepare a revised "Custom Enterprise Lite" offer before the technical call. This package should include their desired features from the Enterprise tier at a price point between Pro and Enterprise.
    • Objective: Mitigate sticker shock and demonstrate flexibility, directly countering the competitor's price advantage.
  3. Reinforce Value Proposition:

    • Action: During the next conversation, emphasize the 15% fuel cost reduction target mentioned in the sales notes, linking it directly to the ROI calculator they used.
    • Objective: Shift the conversation from cost to value and long-term ROI.

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