Incomplete requirements
Customers may know the application, but not every technical or commercial parameter.
First-pass technical enquiry assistant
A first-pass enquiry assistant for technical B2B sales teams — structuring requirements, flagging missing inputs and preparing a review-ready brief before engineering gets involved.
Human-in-the-loop · Engineers stay in control
Start with anonymised historical enquiries
“We’re developing portable industrial equipment and need a rechargeable battery pack. Target is around 24V / 10Ah, initial annual volume about 1,000 units. The enclosure and charging approach are still being finalised.”
Review first
Human approval before
customer-facing output
No guessing
Missing information
stays visible
Low-risk pilot
Start with anonymised
historical enquiries
Technical workflows
Designed around the
sales-to-engineering handoff
The starting point
For custom and application-led products, the first task is often not quoting — it is turning an incomplete customer message into something sales and engineering can actually review.
Customers may know the application, but not every technical or commercial parameter.
Sales and engineering may need additional information before the right route becomes clear.
Requirements may be spread across email text, forms, drawings, BOMs and project notes.
The first useful response may wait until someone manually structures the enquiry.
From enquiry to clarity
Read the incoming enquiry, RFQ text or project notes.
Turn free-form information into explicit technical and commercial requirements.
Flag missing, ambiguous or conflicting inputs before technical review.
Create a first-pass brief and draft clarification response for human review.
Real workflow demonstrations
Two examples, one workflow: turn an incomplete enquiry into a clearer starting point for sales and engineering.
See an incomplete battery project turned into structured requirements, missing-input checks and a review-ready first pass.
Watch battery demo41 sec · Recorded workflow · Demo data
View the recorded workflow An incomplete 24V / 10Ah enquiry becomes a first-pass project brief. Dimensions, load profile, environment, charging, BMS and compliance remain open questions. Candidate development routes require engineering review; incomplete specifications are marked not quote-ready.
See requirements extracted from an incoming enquiry, missing specifications identified, suitable product directions surfaced and a first response prepared for review.
Watch power demo39 sec · Recorded workflow · Demo data
View the recorded workflow An illustrative charger enquiry is structured into requirements. Missing certification, delivery and colour specifications are highlighted, and plug type needs confirmation. Candidate products show matches and caveats before a draft response is prepared for review.
Illustrative demonstrations using demo data. A pilot is configured around your products, checks and review process.
Different products. A shared first step.
Requirements to clarify
Shape the first-pass brief around the fields your team actually checks.
Requirements to clarify
Shape the first-pass brief around the fields your team actually checks.
Requirements to clarify
Shape the first-pass brief around the fields your team actually checks.
Requirements to clarify
Shape the first-pass brief around the fields your team actually checks.
The boundary is deliberate
The goal is to remove repetitive intake work without removing technical judgement.
Nothing customer-facing needs to be sent without review.
The workflow can identify that an enquiry is not quote-ready instead of inventing an answer.
Unknown technical data is surfaced for clarification rather than silently assumed.
An initial pilot can use anonymised historical enquiries before connecting to live email or CRM systems.
Low-risk validation
Start with 5–10 anonymised historical technical enquiries. I’ll configure the first-pass workflow around your existing process and show the outputs before any production integration.
A practical starting point
Independent focus. Practical workflows.
I build lightweight workflow tools for technical B2B teams, with a focus on enquiry intake and the sales-to-engineering handoff.
Eric GuoEGuo Labseric@eguolabs.comA few useful answers
No. It prepares the first pass — structuring the enquiry, identifying missing inputs and drafting the next response. Technical judgement stays with the team.
Not for an initial pilot. Validation can start with anonymised historical enquiries.
Yes. The output does not need to be a SKU match. It can identify a likely route, highlight missing requirements and prepare the enquiry for engineering review.
A small set of representative historical enquiries, the fields or rules your team normally checks, and enough product or process information to model the first-pass workflow.
Initial validation can use anonymised enquiries. Data handling and integration requirements should be agreed before any live deployment.