Use case 02 · Technical sales support

Engineering expertise, on every sales desk.

How the electrolyser technology department bottled its feasibility knowledge into an agent — and how sales now runs its own fit-gap analysis on customer documents, with the documents commented and highlighted to show the evidence.

The starting point

Every serious enquiry ended up on an engineer's desk: can we meet these requirements, where are the gaps, what needs clarifying? Sales waited on answers, and the technology department worked through documents that all asked the same questions.

The build

How the team built it.

Built in worX's Agent Studio by the technology department — then shared with the people who need it daily.

Built in Agent Studio

The technology department gives the agent a knowledge base of what can be delivered — and what can't.

Shared with sales

Sales users get the agent and have it analyse customer documents: fit-gap, feasibility, open questions.

It reads and marks up documents

worX's extended Word, Excel and PDF capabilities scan each file, then comment and highlight directly in it.

Ask while it works

Multiple tabbed chats on the left, documents and custom tools on the right. Ask several questions at once; worX works through them in parallel.

Inside the deployment

Chat on the left, evidence on the right.

The shared agent chats in as many tabs as you need, while the right panel holds the files and the custom document tools — highlights and comments land directly in the customer's file.

worX · Fit-gap review Shared agent

RFQ · Steelworks Spec · HydroOne

Can we meet the 40 bar operating pressure?

Yes — 40 bar is within spec. I've highlighted §4.2 in the document and left a comment.

And the delivery window in §7?

Agent is reviewing 2 questions…

Highlight Comment Ask about file

Customer_Spec_Rev3.pdf

§4.2 Operating pressure: 40 bar

worX: meets spec — confirmed against the requirements knowledge base.

A fit-gap question, its answer, and the highlighted evidence — side by side.

What it changed.

A feasibility answer no longer waits for an engineer's calendar.

Sales runs fit-gap analysis on customer documents directly — the agent carries the technology department's knowledge.

Documents come back marked up: comments and highlights sit exactly where the evidence is.

Several questions run at once; worX answers them while it keeps working through the files.

Engineers step in for the hard cases, not for every case.

Built with

Agent Studio Agent sharing Word · Excel · PDF editing Tabbed chats

Bring this workflow to your team.

If your specialists answer the same feasibility questions deal after deal, an agent can hold that knowledge — and sales can ask it directly.