AI Agent for Technical Proposals increases productivity and improves communication flow between areas
Financial / Fintech
The way Zappts approached the topic in such a down-to-earth way, so relevant to the reality of businesses, was a game-changer. I see how the market is changing, how my profession is changing, and Zappts presents it all in such a transparent way.
Partner & Head of Technology
Client Challenge
The process of creating technical proposals was highly manual and sequential, with multiple exchanges between Sales, Specialists, and Pre-Sales, causing delays, difficulty in status tracking, and limited scalability during high-demand periods, especially for large clients requiring personalization.
Zappts' Role
Development of AI agents for analyzing the scope collected by the sales team, automatic extraction and categorization of requirements, identification and follow-up of pending items with specialists, and consolidation of information for automated generation of validated and standardized technical proposals with real-time status updates.
Results
The implementation of the solution generated a significant impact on operations, providing a 60% gain in total technical proposal preparation time. The process now has 100% status traceability at any time, which, combined with a 33% reduction in the operational workload of repetitive tasks, resulted in a substantial increase in productivity and the consolidation of a better communication flow between all areas involved.
About the company
AstroPay is a digital wallet and global account that allows sending, receiving, spending, and managing money in multiple currencies. Widely used for online payments and international travel, it offers virtual and physical cards accepted in more than 200 countries, as well as automatic yield on balance.
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