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.
Full Enterprise ProposalSecurity ReviewLegal Contract ReviewCloud Operations ReviewPre-Sales SolutioningFinance ReviewHR Policy ReviewCustom
Workflow
Name
Pre-Sales Solutioning Workflow
Use case
Solution design or technical proposal creation is required.
Lead agent
Pre-Sales Agent
Why selected
Task is a solution design exercise; full enterprise approval chain is not yet needed.
Agents
Involved
Coordinator AgentPre-Sales Agent
Optional
Product Agent — Engaged if specific product fitment must be confirmed.
IT-Security Agent — Engaged if architecture has data-privacy implications.
Finance Agent — Engaged if rough order pricing is required.
Excluded
Legal Agent — No contract review requested.
HR Agent — No HR concern.
Operations Agent — Engaged only if delivery feasibility is in question.
Approvals & escalations
Approval agents
Human Sales Leader
Escalation agents
MD / Leadership Agent
Tools required
Solution templates RAGArchitecture RAGEffort estimation tool
Flow
Coordinator Agent
→Pre-Sales Agent
→Solution Recommendation
→Product / Security / Finance only if required
Agent inclusion reasons
- Pre-Sales Agent — Task explicitly requires solution architecture / proposal draft.