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Sales Enablement & Knowledge

Engagement Knowledge Query Agent

ai

Lets sellers query the indexed engagement corpus in natural language to surface the most relevant prior proposals, won deals, and delivered work for a new opportunity, with links back to the source artifacts.

Account ExecutiveSales Development RepSolutions Engineer
<30 sec
To relevant prior work vs. hours of digging
3x
Reuse of proven proposal and pitch material
Cited
Every result links back to its source artifact
One query, end to end

A seller asks. Matches in hand.

See the knowledge query agent take one pursuit query from a seller's question to cited prior work.

Query KQ-0417

Mid-market health system · intake automation

  • AI
  • <30 sec to prior work
  1. Intake
  2. Organize
  3. Evaluate
  4. Deliver

01 · Intake

Query received

Seller asks for prior work like a deal being chased

New case

Query open
Requester
Account executive · Prepping a pursuit
Opportunity
Mid-market health system
Request
Prior work on intake automation · For a new proposal
Case packet · 3 sourcesComplete

Incoming

  • Seller queryNatural language requestReceived
  • Engagement indexProposals, won deals, delivered workReceived
  • Document storageSource artifacts for linkingReceived

02 · Organize

Query parsed

Split into sector, segment and problem dimensions

Pulled together

Dimensions set
  • SectorHealth system
  • SegmentMid-market
  • ProblemIntake automation

Matched record

Closest match
Northside proposal
Type
Won deal
Fit
Same problem and segment
Source
Linked artifact

03 · Evaluate

Matches ranked

Ranked by closeness of fit across all three dimensions

Checks applied

Ranked by fit
  • Northside won dealSame problem and segment, closest fitWon-deal proposal
  • Two delivery summariesMeasured turnaround improvementsDelivery summary
  • Discovery deckFrom a similar pursuitDiscovery deck
Deciding finding

Northside is the closest fit

It matches on sector, segment and problem, so its proposal is the strongest base for reuse.

Fit by result

Northside proposal
Full match
Delivery summaries
Proof of results
Discovery deck
Similar pursuit

04 · Deliver

Results returned with links

Each match links back to its source artifact

Results cited

Northside proposal, ready to reuse

It matches on sector, segment and problem, and every result links to its source so the seller can verify before reuse.

Top match
Northside proposal
Supporting
Two delivery summaries
Also
Discovery deck

Cited evidence

Source links

On every result

Next step

Pull ROI numbers

From the Northside engagement

Audit trail

  1. Query received09:41:03
  2. Parsed into three dimensions09:41:08
  3. Index searched and ranked09:41:15
  4. Results returned with linksROI pull offered09:41:30

Under 30 seconds to relevant prior work

Illustrative case · sample data

Use Case 1

Prior-Work Retrieval

Trigger: Seller is building a proposal or prepping a pursuit

1.Parse the query into sector, segment, and problem dimensions
2.Search the indexed engagement corpus
3.Rank matches by closeness of fit
4.Return results with links to source artifacts
5.Offer to extract reusable proof points
6.Note where the analogy is partial
✓

Sellers reuse proven material in seconds instead of rebuilding from scratch.

Use Case 2

Outcome-Evidence Lookup

Trigger: Seller needs quantified results to support a claim

1.Filter the index to delivered work with measured outcomes
2.Rank by relevance to the current pursuit
3.Surface the specific metrics and their source
4.Link back for verification
5.Caution against rounding or over-claiming
✓

Claims in proposals are backed by verifiable, sourced outcomes.

Integrations

Knowledge Base / Vector Index
CRM (Salesforce, HubSpot)
Google Workspace (Sheets, Drive)
Document Storage
Web Research & News

Industries

all

Built in Actava.ai

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Find prior work like the deal I'm chasing—mid-market health system, intake automation.

Engagement Knowledge Query Agent

I searched the index on sector, segment and problem. The Northside won-deal proposal is the closest fit, with two delivery summaries and a discovery deck behind it.

Top matches

  • Northside won-deal proposal

    Closest fit, same problem and segment

  • Two delivery summaries

    Show measured turnaround improvements

  • Discovery deck

    From a similar pursuit

Possible next step

I can pull the ROI numbers from the Northside engagement so you can reuse them.

Example complete

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Sample scenarios. Actions and outputs are illustrative.