Build a multi-input AI Proposal Generator that creates a professional consulting presentation for an AI Customer Support solution.
Your objective is to design and build an AI Proposal Generator that can create a consulting-style proposal presentation for a client.
Unlike a simple prompt, this agent should combine information from multiple business documents before generating a high-quality proposal.
Think like an AI Consultant, not just an AI Prompt Engineer.
ABC Electronics is a rapidly growing online electronics retailer.
The company receives hundreds of customer enquiries every day through:
- Website Chat
- Phone
Their customer support team is overwhelmed with repetitive enquiries such as:
- Where is my order?
- How do I return a product?
- Warranty questions
- Product availability
- Delivery timelines
The company wants to implement an AI Customer Support Agent to improve customer experience while reducing operational costs.
Your AI Proposal Generator will prepare a consulting proposal that recommends the best solution.
Read the Workshop Exercise Brief.
Discuss:
- What is the client's problem?
- What information is required?
- What should the Proposal Agent produce?
- What inputs will make the proposal better?
Do not start building yet.
Once your discussion is complete, you will receive the project assets.
These documents simulate the information a consulting firm would normally collect before preparing a proposal.
Review every document carefully.
The Proposal Agent should use all of the supplied information rather than relying on a single prompt.
Available assets include:
- Discovery Meeting Transcript
- Solution Recommendation Meeting
- Industry Research
- Pricing Rate Card
- Proposal Deck Guide
Think about:
- Which information should be extracted?
- Which sections belong in the proposal?
- How should pricing be calculated?
- What information should appear on each slide?
Using your preferred AI platform, build an agent that can:
- Read all provided documents
- Understand the client's business
- Understand the recommended solution
- Extract commercial information
- Generate a professional consulting proposal
The final output should be a consulting-style presentation containing approximately 10–12 slides.
Suggested sections include:
- Title
- Executive Summary
- Client Overview
- Current Challenges
- Proposed AI Solution
- Solution Architecture
- Scope & Deliverables
- Implementation Roadmap
- Investment
- Expected Business Benefits
- Risks & Assumptions
- Next Steps
00_Workshop_Exercise_Brief.docx
01_Discovery_Meeting.txt
02_Solution_Recommendation.txt
03_Industry_Research.pdf
04_Pricing_Rate_Card.csv
05_Proposal_Deck_Input_Guide.docx
A successful Proposal Generator should:
- Read information from multiple documents
- Combine business and commercial insights
- Create a logical consulting proposal
- Produce consistent recommendations
- Calculate pricing correctly
- Present information professionally
By the end of this workshop, you will understand how to:
- Build multi-document AI workflows
- Combine structured and unstructured data
- Generate professional consulting proposals
- Design AI agents that reason across multiple inputs
- Create presentation-ready business deliverables
Happy Building! 🚀