AI Agent Overview / Problem Definition
Upsonic helps relationship managers and sales teams prepare personalized customer proposals by combining customer profile data, meeting context, product information, pricing, and institutional requirements within a single workflow.
The Agent identifies the customer’s needs from CRM data and previous interactions, retrieves the most relevant products and commercial conditions from approved internal sources, and prepares customer-specific proposal documents, presentations, and emails.
Instead of manually assembling similar proposals from multiple systems and templates, the Agent creates a consistent first draft while keeping pricing, product information, and final approval under institutional control.
Capabilities
Customer Need Analysis:
Analyzes customer profiles, CRM records, and previous meeting notes to identify relevant needs, priorities, and commercial context.
Product & Pricing Retrieval:
Retrieves current product information, commercial terms, pricing tables, and required disclosures from approved institutional sources.
Personalized Proposal Generation:
Creates customer-specific proposal documents, presentations, and emails using the relevant products, terms, and customer context.
Source-Linked Content:
Links important pricing, product information, and commercial conditions to their underlying institutional sources.
Approval Workflow:
Routes the generated proposal through the institution’s required approval process and to the responsible employee for final review.
Case Study
Traditional Workflow
In a traditional proposal preparation process, relationship managers review CRM records, previous meeting notes, product documents, pricing tables, and standard proposal templates separately.
The employee manually edits the template, adds customer-specific needs, selects products, and inserts pricing and commercial conditions, creating a risk that outdated information is copied into a new proposal.
Workflow with Upsonic AI
With Upsonic, the Agent starts by analyzing the customer profile and previous interaction history.
Customer: ABC Manufacturing Inc.
Customer Need: Working capital financing
Existing Relationship: Corporate banking customer
Requested Amount: TRY 25M
Relevant Product: Working Capital Loan
Applicable Pricing: Current corporate pricing table
Required Disclosure: Standard product risk and fee disclosure
The Agent prepares customer-specific introduction, identified financing need, recommended product, proposed amount, pricing and conditions, product features, fees and disclosures, and required next steps.
The same information can be transformed into a personalized email, formal proposal document, or customer meeting presentation.
Before sending, the proposal is routed through the required approval workflow. If pricing requires additional authorization or differs from the standard offer, it is escalated to the relevant manager.
Result: READY FOR APPROVAL
Impact
Upsonic reduces the time relationship managers spend collecting information and manually preparing repetitive customer proposals.
Sales and relationship teams can focus more on customer engagement and negotiation while proposal preparation, content assembly, and source verification are handled within a controlled workflow.