AI Agents for Industrial
Sales, Applications, and Support

AI Agents for Industrial
Sales, Applications, and Support

ReshapeX builds custom AI agents grounded in your approved product data, manuals, and pricing logic, so customers get the right answer fast and your team closes more deals with less friction. Deterministic outputs when rules apply, and human escalation when certainty is low.

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1

Sell with confidence: product selection, configuration guidance, quoting and proposal drafting using your rules and sources.

2

Support customers instantly: installation and troubleshooting help in any language, any time, with no waiting.

3

Stay correct and accountable: verified data, no improvisation, escalation to your experts when needed.

What We Build

Agent Capabilities That Solve Real Business Problems

Platform-powered AI solutions customized for your workflows, data, and business rules.

These are examples of agents we've built. Every implementation is custom-built for your specific workflows, data sources, and business rules. Our platform accelerates deployment while maintaining the precision you need.

Live in your shared inbox

Customer Support Agent

Answers technical questions, troubleshoots issues, and captures leads 24/7. Demonstrates how agents can know your products, verify their answers, and integrate directly with your CRM.

Capabilities Demonstrated:
Technical Support & Troubleshooting
Knowledge Capture & Reuse
Website Technical Sales & Lead Capture
Voice-to-CRM & Field Data Capture
Systems Touched:
Shared inboxCRM systemsKnowledge basesWebsite
Outputs:
  • Technical support answers
  • Lead qualification
  • CRM updates
  • Knowledge base entries
90% faster technical support response
Guide customers to the right products

Application Engineer Agent

Understands complex product catalogs, validates configurations, and recommends compatible solutions. Demonstrates multi-SKU reasoning and technical specifications handling.

Capabilities Demonstrated:
Website Technical Sales & Lead Capture
Bill of Materials (BOM) Generation
Pricing, Costing & Margin Logic
Knowledge Capture & Reuse
Systems Touched:
Product catalogsERP systemsPricing systemsWebsite
Outputs:
  • Product configurations
  • Validated BOMs
  • Pricing quotes
  • Lead qualification
3x increase in qualified leads
Create full proposals from years of work

Proposal & Quote Agent

Generates accurate proposals, quotes, and BOMs from historical data. Demonstrates how agents understand pricing rules, configuration dependencies, and approval workflows.

Capabilities Demonstrated:
RFP/RFQ Intake & Interpretation
Bill of Materials (BOM) Generation
Pricing, Costing & Margin Logic
Proposal & Quote Generation
Systems Touched:
Email systemsDocument storageERP systemsCRM systems
Outputs:
  • Structured requirements
  • Validated BOMs
  • Pricing sheets
  • Branded proposals
80% faster proposal generation
Bridge operational data and decision-making

Operations Agent

Reads industrial systems, reports alarms and status, and suggests actions. Demonstrates how agents can operate as supervised, non-intrusive digital operators in real industrial environments.

Capabilities Demonstrated:
Factory Walk → Automation Assessment
Industrial Systems Interaction
Governance, Guardrails & Traceability
Real-time Monitoring & Alerts
Systems Touched:
HMIsPLCsRobotsMobile devicesAssessment systems
Outputs:
  • Automation assessments
  • System status reports
  • ROI estimates
  • Operational recommendations
More opportunities captured per visit
How It Works

From Discovery to Deployment in 4-8 Weeks

A proven process that delivers custom agents configured for your workflows, data, and business rules.

1
Connect Sources

We connect your data sources—ERP, CRM, product catalogs, knowledge bases, and industrial systems. Your agents have access to the information they need to make accurate decisions.

2
Constrain with Rules & Approvals

We configure your business rules, pricing logic, approval workflows, and guardrails. Agents operate within your constraints and route high-risk decisions for human approval.

3
Deploy in Existing Tools

We deploy agents into your existing tools—shared inboxes, websites, CRM systems, and industrial interfaces. No rip-and-replace, no new platforms to learn.

Why we prove it first: We show you a working demo in weeks. You see exactly how it will work with your data, tools, and processes before committing to the full deployment.

See It In Action

Watch How Our Agents Work

See real examples of agents building BOMs from RFPs, creating complex quotes, answering support questions, and capturing leads straight into your CRM.

ReshapeX
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From RFP to Validated BOM

Agents extract requirements from RFPs and generate validated bills of materials—no more manual spec-checking or endless part reviews.

Trust & Governance

Built for High-Stakes Workflows

Every agent operates within predefined permissions, logs all actions, and routes high-risk decisions for human approval.

Data Permissions

Agents operate only within predefined permissions and workflows. Access is role-based and auditable.

Logging & Auditability

Every action and decision is logged for auditability. You can see exactly how outputs were generated and which sources were used.

Human Approvals

High-risk actions are routed for human approval. Agents stop or defer execution when confidence thresholds are not met.

System Integration

Secure integration with ERP, CRM, and industrial systems. Your data stays under your control with enterprise-grade security.

Who We Help

Experience Across Industries. Built for Your Business.

Our team has deep experience in automation, manufacturing, solar energy, distribution, and systems integration—but the problems we solve exist across industries. If you have complex products, manual processes, or operational inefficiencies, we can help.

Don't see your industry? If you have complex products, manual processes, or operations that need intelligence, we can help. Our discovery process identifies opportunities regardless of industry.

Manufacturing

Production optimization & quality control

Industrial Automation

Systems integration & support

OEMs & Equipment

Product configuration & sales

Distribution

Quote automation & inventory

Solar & Renewables

System design & proposal automation

B2B Services

Proposal & delivery automation

Logistics

Operations & customer service

Professional Services

Client delivery & documentation

Ready to See How It Works?

Book a demo where we map a workflow using your data. See how ReshapeX agents can transform your sales, support, and operations.

Real Examples
Working Demo
Your Data

See real examples. Get a working demo. Understand the process.

Teams that respond faster win more bids. Don't fall behind.