Project idea
Convert discovery notes into proposal structure and follow-up actions.
Loading

Convert discovery notes into proposal structure and follow-up actions.
AI stack: LLM + CRM RAG + Agents
Convert discovery notes into proposal structure and follow-up actions.
Enterprise AI teams currently lose time to fragmented tools, manual review and slow decision cycles around sales proposal copilot.
Naseeh AI is an AI-first sales proposal copilot product designed to convert discovery notes into proposal structure and follow-up actions.
Operational users, supervisors, managers and enterprise administrators Primary users are Operational users, supervisors, managers and enterprise administrators; secondary stakeholders include supervisors, auditors, administrators and decision makers.
The core workflow connects AI Chat, Suggested Questions, Knowledge Sources, Citations / Evidence with notifications, reports, audit history and role-based approvals.
LLM + CRM RAG + Agents AI is used through LLM + CRM RAG + Agents to turn raw operational input into findings, explanations, recommendations and executable workflow steps. Multi-step planning, tool use, task delegation and human approval. Not core; camera input may support evidence capture only.
Data layer combines User input, enterprise systems, operational records, approved knowledge sources; analytics surface trends, exceptions, confidence, workload and operational performance. Integrations: REST APIs, SSO, notifications, reporting/export, CRM. Keep integration states visible with sync status, source attribution and audit history. On-premises, private cloud or hybrid; edge deployment where latency/privacy requires it
Bilingual-ready; Arabic RTL recommended for GCC deployment; use clear Arabic labels, RTL navigation, bilingual data fields and culturally neutral contemporary design. UX should prioritize a light premium interface, fast task entry, clear AI evidence, readable cards, realistic maps/charts and responsive mobile/web layouts.
RBAC, audit trail, encryption, data minimization, tenant isolation, human approval for sensitive actions Model telemetry, prompt/run logs, latency, cost, confidence/quality metrics, user feedback
Expected value: Reduce manual work, accelerate decisions, improve traceability and create measurable operational intelligence. Success is measured with Adoption %, task completion time, AI acceptance rate, exception rate, response time, accuracy/precision where applicable.
Concept and folder setup only. Screens, architectures, and prompts in this package are proposed planning material; final visuals and technical behavior still require review. Do not present this fictional concept as a real client deployment. This page describes concept material, not a confirmed client deployment or a performance guarantee. Validate scope, data access, privacy, security and model behavior before implementation.