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AI & Automation3 min readFlowNexa Editorial Team
From Product Question to RFQ: Design an AI Assistant That Gives Sales Complete Leads
Design an AI Assistant that converts B2B conversations into structured, evidence-backed RFQs with consent and useful sales handoff.
A message saying “I need this product” is not a usable RFQ. Sales still needs application, specifications, certifications, quantity, destination, timing and decision context. An assistant adds value when it structures those details without inventing missing fields.
Design the flow as Product → Evidence → RFQ → Sales. Every question should populate a field or change a decision. If evidence is missing, mark it unconfirmed and escalate instead of completing the record by guesswork.
Quick decision
A useful RFQ is an operational object, not a transcript
Sales needs data states, evidence and visible gaps.
Criteria
Evaluate the whole operating model
Do not choose from one feature or one number alone.
