AI Agents built for Industrial Companies
We build and run AI agents for SIs, OEMs, distributors, and manufacturers. Not a platform. A complete service.
An AI agent connects to your stack, works with your data, decides, and finishes tasks end to end. We design it, deploy it, and keep it sharp.
Purpose-built for industrial work. From quoting complex machinery to diagnosing lines to handling customer questions.
Works 24/7, follows your rules, and escalates exceptions to your team
Industrial sales are won on speed
Agent fix: Web Concierge answers with citations and links to the exact doc.
Agent fix: RFP to Proposal drafts the proposal from your templates and routes for review.
Agent fix: Support agent responds in seconds and captures qualified leads to CRM.
Agent fix: Voice to CRM logs notes, creates tasks, and updates records automatically.
Works with your stack
We connect to the tools you already use. No rip and replace.
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ReshapeX AI Agents fix
the pain of industrial sales
You're not losing deals because of price – you're losing them because your competition moves faster.
ReshapeX AI agents plug into the tools you and your customers already use — your website, CRMs, ERPs, spreadsheets, and more — to take on the tedious work, reduce errors, and keep deals moving. They make your existing stack more powerful, without adding complexity.
Here’s how our agents deliver value where it matters most:
Sales & Web
Your technical sales rep on every page
Always ready with answers, recommendations, and lead capture
Answers spec questions, shares datasheets, recommends compatible accessories, routes high-intent leads directly into your CRM, and can even generate quotes — all in real time.
What it does:
- Answers from your catalog and specs with citations
- Configures any product within approved rules
- Shares datasheets/manuals and suggests compatible accessories
- Qualifies intent and syncs to your CRM
How it works:
- Buyer asks a question on your site
- Agent searches verified specs, docs, and price lists
- Responds instantly with answers, links, and next steps
- Captures context, routes high-intent leads to your CRM or email, and can generate quotes
Results:
- Higher conversion → 10–20% lift in website visitor → lead conversion rate, as agents guide users to the right products.
- Reduced bounce rate → visitors who interact with the AI agent are 2–3x more likely to stay on site past 90 seconds.
- Higher return visits → self-serve agents keep prospects coming back; repeat visitor sessions up 15–25%
- Better content usage → manuals, configurators, and PDFs actually get surfaced by the AI, leading to a 30%+ increase in engagement with product resources that were previously buried. (edited)
RFP to Proposal
From RFP to proposal in minutes
No spreadsheets. No waiting. Accurate quotes fast.
Takes incoming RFPs, builds a bill of materials, fetches live pricing, and generates a polished proposal—without touching a spreadsheet.
What it does:
- Parses RFPs in any format (PDF, email, Word, etc.)
- Builds a bill of materials with verified parts and pricing
- Auto-generates proposals with correct terms
- Syncs final proposal to your CRM and routes for approval
How it works:
- Agent is configured on your past proposals and templates. Your data stays yours.
- Receives new RFPs and attachments in any format
- Extracts requirements
- Pulls live pricing from your ERP, vendors, or catalogs
- Generates a formatted proposal with branding and terms
- Routes to sales for review. Auto-sends when approved
Results:
- Shorter quote cycles (30–50% faster) → fewer drop-offs mid-quote form.
- Proposal turnaround time cut by 40–60% → proposals get auto-drafted, based on your historical data and past proposals, into structured documents, reducing bottlenecks, and preventing drop-offs.
- Consistency & compliance → every proposal follows your brand/template and includes the right technical/legal clauses, reducing manual rework by 70–80%.
- Sales team efficiency → reps spend 50% less time formatting proposals, allowing them to focus on customer follow-up instead of document prep.
Voice-to-CRM
Your voice, direct to CRM. No typing required.
Capture every detail while it's fresh, without breaking stride.
Turns spoken field notes into structured CRM updates, automatically linked to the right contact or account.
What it does:
- Accurate transcriptions in noisy environments
- Extracts names, products, dates, and tasks
- Updates the correct record automatically
- Sends you a confirmation for review
- Accessible from Microsoft Teams, Slack, email or SMS
How it works:
- Record your note anywhere
- AI transcribes and extracts key data
- Finds and updates the matching CRM record
- Sends you a summary to confirm
Results:
- CRM data capture rate → Increase to 95%+ of calls, meetings, and voice notes logged automatically, compared to <50% when done manually.
- Time savings → Sales reps save 2–4 hours per week by dictating notes instead of typing, improving productivity.
- Lead/context accuracy → 70–80% reduction in missed details or incomplete CRM entries, as agents parse voice notes into structured fields.
- Follow-up speed → Cut average response time after customer calls by 40–50%, since next steps and tasks are auto-created in CRM.
Factory Walk -> Automation Assessment
From shop floor to automation plan in one day
Turn observations into actionable ROI, instantly.
Captures your observations during a factory walk, identifies automation opportunities, and generates an assessment report.
What it does:
- Reads from voice, photo, and notes captured during walk
- Maps your findings to automation opportunities
- Generates assessment with ROI estimates
- Share your assessment instantly with your customer and team
How it works:
- Upload photos, recordings, and notes from your walk
- Agent tags and categorizes your findings
- Links to automation solutions from your catalog
- Builds and shares a professional report
- User can ask Agent for modifications and clarifications
Results:
- Assessment turnaround time → Cut from weeks to days by auto-converting factory walk notes, photos, and voice recordings into structured automation assessments.
- Opportunity capture → Identify 2–3x more automation opportunities per visit by standardizing how observations are logged and analyzed.
- Customer satisfaction & deal velocity → Faster, clearer assessments boost customer confidence, shortening sales cycles by 30–40%.
- Sales-to-engineering efficiency → Reduce back-and-forth between sales and engineering by 50%, as assessments are delivered in a format ready for costing and proposals.
Customer Support
24/7 answers and service anywhere
Solve problems, share updates, and keep customers happy without the wait
Instantly handles customer questions, troubleshooting, and order status directly with SMS or your favorite messaging app
What it does:
- Pulls answers from manuals, FAQs, and knowledge base
- Troubleshoots issues and suggests fixes
- Provides order tracking updates
- Escalates to human support when needed
How it works:
- Customer sends a message
- Agent verifies context and retrieves answers
- Sends step-by-step help or status update
- Routes unresolved cases to human support
Results:
- Response time → Cut average response times from hours to seconds with instant answers pulled from manuals, ERP, and knowledge bases.
- First-contact resolution → Increase resolution rates by 30–50% as agents provide accurate, verified answers without escalation.
- Support team efficiency → Free up 40–60% of support reps’ time by automating repetitive questions, allowing them to focus on complex issues.
- Customer satisfaction → Improve CSAT/NPS scores through faster responses, consistent answers, and reduced downtime for end users.
Custom AI Agents → Tailored to Your Business
Tell us your challenges, we’ll build your AI Agent
Turn bottlenecks into intelligent automation, instantly
Every business has unique processes, data, and headaches. Off-the-shelf AI only gets you halfway there. Our custom AI Agents are built specifically for your workflows, configured for your systems, and designed to deliver measurable results from day one.
How it works:
- Share your challenges, goals, and existing tools
- We design and train an AI Agent around your workflow
- Connects directly to your systems for seamless execution
- Deploys fast, with measurable ROI and continuous improvement
What it does:
- Designed for your business needs and systems
- Connects to your tools, CRM, ERP, or databases
- Automates repetitive work while keeping you in control
- Learns and adapts as your business evolves
Accelerate your automation sales
Reshape your industrial sales operations with AI crafted specifically for automation companies.
Get a demo