Speed proposals and integrate knowledge across tools
Speed proposals and integrate knowledge across tools with custom AI agents. Configure complex systems, generate accurate proposals, and provide ongoing support. Scale your integration expertise and reduce proposal time from days to hours.
The Problem
System integrators struggle with lengthy proposal processes, complex system configurations, and knowledge scattered across multiple tools and team members. Manual proposal assembly is time-consuming, technical expertise is siloed, and inconsistent documentation leads to errors. Teams need to quickly access integration knowledge and generate accurate proposals while maintaining quality.
Where it breaks
- Missing specs
- Compatibility conflicts
- Source drift
The Solution
Custom agents built for your workflows. Every implementation is custom-built for your specific workflows, data sources, and business rules. These are purpose-built agents for your business, not one-size-fits-all agents.
Speed proposals and integrate knowledge across tools with custom AI agents. Configure complex systems, generate accurate proposals, and provide ongoing support. Scale your integration expertise and reduce proposal time from days to hours.
How we fix it
- Proposal readyComplete system design
Measurable Impact
System integrators generate proposals faster, improve technical accuracy, and increase win rates. These are documented results from production deployments, not projections.
What to expect
A practical delivery timeline for System integrators organizations. See the tangible artifacts you'll receive at each phase.
Workflow Map
Stations, owners, handoffs
Data Source Map
What connects, permissions
Success Metrics
What we measure
Guardrails
Rules, escalation, approvals
Trust & Security
Trust Control Center
Data flow, access controls, and auditability
Data encrypted in transit (TLS) and at rest with industry-standard algorithms
Granular permissions with least-privilege principles
Customer data isolated with strict tenant boundaries
API keys and credentials stored in secure vaults, never logged
Audit & Access Controls
| Role | View | Generate | Request | Execute | Manage | Export |
|---|---|---|---|---|---|---|
| Viewer | ||||||
| Sales | ||||||
| Approver | ||||||
| Admin |
Frequently asked questions
Buyer-grade answers to reduce friction and clarify expectations.
How is this different from ChatGPT or our current chatbot?
ReshapeX agents are grounded in your catalog, configurators, and approved docs—not the open web. They validate combinations, check stock, and cite sources. Generic AI gives plausible answers; we give executable accuracy.
Do you need access to our ERP or CRM?
We integrate with your systems so the agent can use live data (stock, pricing, history). Your data stays in your environment; we don't store or train on it.
How long until we see results?
Weeks to first agent. Subscription typically starts only after the agent is operational and performing to your satisfaction.
What if the agent gives a wrong answer?
Every answer is grounded and cited. We design escalation paths when confidence is low, and optional liability coverage is available for wrong answers.
What data sources can ReshapeX connect to?
Connect the systems you already use (docs, CRM, ERP, ticketing, inboxes, portals). The exact set depends on your environment and access model.
Can we control access and audit usage?
Yes—access controls, logging, and governance are part of the design. Exact capabilities depend on deployment and integrations.
Ready to See How It Works?
Book a demo where we map a workflow using your data. See how ReshapeX agents can transform your sales, support, and operations.
See real examples. Get a working demo. Understand the process.
Teams that respond faster win more bids. Don't fall behind.