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Solution engineers spend half their time on document work — RFP responses, security questionnaires, demo prep — and half on the strategic conversations that actually win deals. AI Agents take the document work so SEs can focus on the architecture and the relationships.

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Start with a Marketplace template

The Marketplace ships pre-built Agents you can clone in one click. Adapt them to your products, your security posture, your standard demo flow. Or build a custom Agent from scratch.

Pre-Meeting Prepper

Pre-call research for discovery and demo prep — pulls company, tech stack, and stakeholder context before you walk in.

AI RFP Response Generator

Upload an RFP or security questionnaire plus your knowledge sources — get a filled draft back with citations and trust scores.

Browse the Marketplace

The full catalog of Agents — RFP, security review, demo prep, discovery synthesis.
Click Clone Agent on any listing, connect the systems it needs (CRM, document storage, security reference docs), and run on a real opportunity.

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Pick your path

How hands-on do you want to be? Pick a tab — the rest of the page is written for you.
You don’t need to touch the builder. Open the cloned Agent above, ask in plain English, and let it work across the systems it’s connected to.

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Sharpen the answers with knowledge

Upload your security questionnaire archive, prior RFP responses, architecture diagrams, and standard demo scripts. Every conversation references them — sharper output, no new setup.

Add knowledge

Upload context once. Every conversation references it.

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Make it run on its own

When the same kinds of opportunities keep landing, set a trigger — every new SE-flagged deal gets a demo-prep brief, every inbound RFP triggers a first-pass response. One toggle, no code, no builder.

Triggers

Schedule runs, fire on CRM events, listen to webhooks.

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Ready to go further?

When prompting and templates stop being enough — when you want the Agent to follow your exact security posture and orchestrate multi-doc deliverables — pick the Build visually tab above.

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The four levels in solution engineering

How the autonomy ladder plays out across pre-sales:

L1 — Assisted

An SE asks the Agent to answer a specific security question or summarize prior architecture work for an account — the Agent returns a draft with sources.

L2 — Copilot

An SE asks for an 80-question security questionnaire response — the Agent drafts all 80, the SE reviews and finalizes.

L3 — Autopilot

A new opportunity hits Stage 2 → discovery summary, demo prep, and a first-draft technical proposal all generate, the SE reviews and refines.

L4 — Self-driving

You set the objective — “improve technical win rate” — and the Workforce drafts RFP answers, discovery summaries, and demo prep, with its drafting criteria tuned through evals against win/loss outcomes.

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Zoom into a single use case

Each use case below is a working entry point — clone a template, then run it, shape it visually, or build with AI depending on which tab fit you.

RFP & security questionnaires

Pull from your archive of prior answers to draft consistent, accurate responses to questionnaires.

Demo prep & pre-call briefs

Account-aware technical briefs the SE can read in five minutes before any call.

Technical discovery summaries

Post-call writeups that turn an hour of conversation into a structured summary with action items.

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See it in production