Accuracy
TBD
Speed
TBD
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
2. DIGITAL INTERACTION LOG (Structured)
3. EMBEDDED Q&A TRANSCRIPT (Unstructured)
4. FOLLOW-UP EMAIL CONTENT (Unstructured)
5. SALES REPRESENTATIVE NOTES (Unstructured)
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. |
| 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. |
Prioritize Technical Validation:
Address Pricing Concern Head-On:
Reinforce Value Proposition:
Automatically creates tailored proposals with dynamic bundles, pricing, and compliant messaging based on detailed customer personas.
Identifies emerging high-value customer segments and recommends optimized upsell and cross-sell focus areas.
Streamlines post-approval proposal processing by updating core systems and generating audit-ready compliance records.
Consolidates and interprets customer engagement, sentiment, and intent signals to unlock actionable post-proposal sales opportunities.
Aggregates and analyzes feedback from post-proposal engagements to inform ongoing account strategies and service improvements.
Orchestrates guided trade intake, data extraction, auto-population, and real-time validation for accurate, efficient trade management.