Workflow Details

Full Enterprise Proposal Workflow

The system does not use a fixed agent sequence. The workflow is dynamically selected based on task type, required skills, risk, tools, confidence score, and approval rules.

Workflow

Name
Full Enterprise Proposal Workflow
Use case
Customer asks for a complex enterprise solution proposal involving solution design, pricing, contracts and delivery.
Lead agent
Sales Agent
Why selected
Task involves commercial, technical, legal, security and delivery dimensions; full cross-functional review is required before MD approval.

Agents

Involved
Coordinator AgentSales AgentPre-Sales AgentProduct AgentFinance AgentLegal AgentIT-Security AgentOperations AgentMD / Leadership Agent
Optional
Cloud-Ops Agent Engaged only if cloud migration / DR is in scope.
Excluded
HR Agent No employee, role-mapping or HR policy concern in this task.

Approvals & escalations

Approval agents
MD / Leadership AgentHuman Sales LeaderHuman Counsel
Escalation agents
MD / Leadership AgentHuman CISO
Tools required
CRMSolution templates RAGPricing calculatorContract repository RAGCompliance framework RAGResource availability

Flow

Coordinator Agent
Sales Agent
Pre-Sales Agent
Product Agent
Finance Agent
Legal Agent
IT-Security Agent
Operations Agent
MD / Leadership Agent
Coordinator Agent

Agent inclusion reasons

  • Sales AgentCustomer-facing opportunity owner.
  • Pre-Sales AgentSolution design and technical proposal needed.
  • Finance AgentPricing, margin and discount review needed.
  • Legal AgentContract / MSA terms must be validated.
  • IT-Security AgentData residency and security controls required.
  • Operations AgentDelivery feasibility and capacity must be confirmed.
  • MD / Leadership AgentFinal business approval required for cross-risk decision.