Interactive Demo · Manufacturing & Industrial
A live demo of our Manufacturing AI agents.
RFQ Email that quotes in minutes. Status Voice that pulls live job data. A Portal Agent that respects role-based access.
Walk through the seven steps a precision manufacturer takes to deploy three agents — RFQ Email is the star (most B2B sales happen here), Status Voice answers 'where is my order' all day, and the Portal Agent handles authenticated document and reorder requests with strict role-based controls.
Agent 01 · RFQ Email
The bid agent. quotes within minutes for the standard 80% · engineering review for the rest.
Most B2B manufacturing sales happen over email — RFQs in, quotes out. This agent parses inbound RFQs, matches material + capacity + customer tier, drafts quotes with live pricing, and holds non-standard specs for engineering. Standard-spec strategic accounts get a quote inside the hour.
OAuth into your RFQ inbox. Gmail or Microsoft 365.
The agent reads inbound RFQs and matches against your customer roster. Pre-existing customer tiers drive pricing automatically.
Channel
Gmail / Outlook + JobBOSS
OAuth into your RFQ inbox. The agent parses incoming RFQs, matches capacity + materials, drafts quotes with current pricing and lead-times — and holds anything non-standard for engineering review.
Connection status
- Webhook URLAwaiting connection
- Display name—
- Encryption—
- Message routingDirect to your team
Until you flip Go Live in Step 07, no traffic routes through the agent. You can disconnect at any time.
Drop in your material index + shop capacity + historical quotes.
Material cost index, current capacity by cell, customer tier matrix, standard T&Cs, 18 months of historical quotes for margin calibration.
Drop brochures, FAQs, price sheets, transcripts
PDF · XLS · DOCX · CSV · click anywhere to simulate
No files yet. Drop one (or click the zone) to see the agent index it.
Verify customer tiers + material pricing before any auto-quote.
Approve strategic-account pricing. Flag material grades with stale costs. Confirm capacity-calendar accuracy.
What the agent now knows
- Cold-rolled steel · per-pound + grade premium
- Stainless 304 · 316 · per-pound + cert pricing
- Aluminum 6061 · 7075 · grade-specific
- Specialty alloys · Inconel · Hastelloy · per-piece quote
Knowledge coverage
4
Branches
32
Total items
2
Open gaps
0
Approved
Items flagged in amber need your review before the agent uses them. Approve, edit, or remove inline.
Lead times, materials, ITAR. no quote skips engineering.
Never quote inside supplier minimum. Never quote unverified material stock. Never quote ITAR work to new customers without compliance check. Never send without T&Cs attached.
Guardrails — what the agent will never do
5 activeNever quote a lead-time inside the supplier's stated minimum for the required material.
Never quote material grades without verifying current stock + supplier ETA.
Never send a quote without the standard T&C attachment.
Never commit to non-standard specs without engineering review.
Never quote ITAR-controlled work to a new customer without compliance check.
Never extend Net-60 terms to first-time customers.
Hot lead criteria — when the agent escalates to you
Leads with a stated budget at or above this escalate.
Preview
Escalate when budget ≥ $50K and timeline ≤ 30 days.
Inbound RFQ to outbound quote. or routed to engineering.
Parse parts list → match customer tier → material + stock check → capacity lookup → standard-spec guardrail → draft → ITAR check → send (or hold for engineering).
Decision tree
Walk through three RFQ archetypes. repeat, custom, rush.
Boeing repeat auto-quoted in 12 min. Inconel non-standard routed to engineering with full context. Rush strategic order quoted with premium disclosed.
Email thread · Repeat strategic account
Click Run scenario to play the conversation.
Decision tree
Type a rule. Run Shadow Mode for 10 days. then start auto-quoting.
Shadow Mode shows every draft quote. Engineering approves or edits. Once approval rate is high on standard specs, those auto-send; non-standard always routes to engineering.
Tune the agent by typing
Or pick a suggested rule
Nodes rewired by this rule
Type a rule or pick a suggestion to see which nodes update.
Shadow mode — review every draft before send
Day
6 / 10
Items reviewed
0 / 2
Agent errors
0
Buyer message
New customer asked: 'Can you ship in 2 weeks for Inconel 718 parts?'
Agent draft
Held — Inconel 718 supplier minimum is 5-week ETA. Agent did not commit to 2-week shipping. Customer received: 'Inconel 718 has a 5-week material lead-time from our supplier; we can quote with a confirmed delivery once we lock in material on a P.O. Would you like us to proceed on that basis?'
Buyer message
Customer mentioned: 'These are for a defense end-use application.'
Agent draft
Held — ITAR flag triggered. Routed to compliance with the RFQ + end-use note. Customer received: 'Defense end-use triggers our compliance review before quoting. Our compliance team will confirm ITAR registration on both sides and respond within 2 business days.'
Ready to go live · RFQ Email
You’re a click away from production.
When you flip the switch, the RFQ Email agent takes over inbound traffic. Hot leads still escalate to your team; everything else gets handled. The kill switch stays one click away.
- Shadow-mode approval rate: 96%
- Guardrails active: 5
- Workflow nodes audited: 10 / 10
- Escalation routing tested across all personas
Go Live
Agent 02 · Status Voice
The 'where is my order' agent. answers from JobBOSS · transfers what matters.
Customers call all day for job status. This agent pulls live JobBOSS data, translates internal phase codes into plain-English status, and warm-transfers production complaints, strategic-account requests, or anything off-script — without ever quoting pricing on the call.
Provision the customer service line. Twilio · pulls from JobBOSS.
Twilio voice line. JobBOSS lookup is read-only. Warm-transfer bridge to engineering, production, AEs.
Channel
Twilio + JobBOSS
Twilio voice line provisioned. The agent answers status inquiries from customers, pulls live job data from JobBOSS, and warm-transfers to engineering or production for anything off-script.
Connection status
- Webhook URLAwaiting connection
- Display name—
- Encryption—
- Message routingDirect to your team
Until you flip Go Live in Step 07, no traffic routes through the agent. You can disconnect at any time.
Drop in your phase terminology + customer routing rules.
Production phase definitions, exception patterns, customer priority routing. The agent translates internal codes into customer-friendly status.
Drop brochures, FAQs, price sheets, transcripts
PDF · XLS · DOCX · CSV · click anywhere to simulate
No files yet. Drop one (or click the zone) to see the agent index it.
Verify the phase translations before the agent reads them aloud.
Internal codes ('PHASE 03 · LASER CELL QUEUE') become customer-readable. Confirm each translation reads cleanly.
What the agent now knows
- Material pulled · waiting for cell
- In production · machine + estimated complete
- Quality inspection in progress
- Finishing · powder coat / anodize / plating
- Packaging + ready to ship
Knowledge coverage
3
Branches
18
Total items
0
Open gaps
0
Approved
Items flagged in amber need your review before the agent uses them. Approve, edit, or remove inline.
Never reveal what's not yours to reveal. no pricing · no other customers · no suppliers.
Never quote pricing on a status call. Never disclose other customers' jobs running adjacent. Never name material suppliers. Warm-transfer engineering complaints always.
Guardrails — what the agent will never do
5 activeNever commit a revised ship-date without confirming with production lead.
Never disclose other customers' jobs running on the same line.
Never quote material price changes on a status call — always defer to RFQ desk.
Always warm-transfer engineering complaints, never attempt resolution on a call.
Never share supplier names for material sourcing.
Never disclose machine downtime as a delay reason unless production has approved.
Hot lead criteria — when the agent escalates to you
Leads with a stated budget at or above this escalate.
Preview
Escalate when budget ≥ $10K and timeline ≤ 7 days.
How a status call resolves. node by node.
Greet → verify customer identity → lookup job → translate phase → read status (or warm-transfer).
Decision tree
Walk through three call types. routine, complaint, AE handoff.
Routine status read with confirmed ship-date. QC complaint → warm-transfer to engineering manager. Strategic caller → warm-transfer to assigned AE.
Call transcript · Routine status check
Click Run scenario to play the conversation.
Decision tree
Type a rule. Run Shadow Mode for 7 days. then take the line.
Shadow Mode reviews every call. Production manager approves the phase translations and the escalation paths. Once routine status reads are clean, the agent goes live.
Tune the agent by typing
Or pick a suggested rule
Nodes rewired by this rule
Type a rule or pick a suggestion to see which nodes update.
Shadow mode — review every draft before send
Day
5 / 7
Items reviewed
0 / 2
Agent errors
0
Buyer message
Caller asked: 'When can we expect the next shipment?'
Agent draft
Agent pulled JobBOSS, translated phase: 'Job is at 87% complete, currently in QC inspection. We're tracking to original ship-date of Thursday afternoon. I'll send an SMS update when packaging starts.' Did not commit any date changes.
Buyer message
Caller asked: 'Why is this taking so long?'
Agent draft
Agent acknowledged frustration: 'Let me look at the job details — I see we had a 1-day material delay earlier this month which we're recovering from. Total impact to ship-date is currently 0 days. If you'd like to talk through the root cause, our production manager can call you back today.' Did not blame supplier; offered escalation.
Ready to go live · Voice
You’re a click away from production.
When you flip the switch, the Voice agent takes over inbound traffic. Hot leads still escalate to your team; everything else gets handled. The kill switch stays one click away.
- Shadow-mode approval rate: 96%
- Guardrails active: 5
- Workflow nodes audited: 10 / 10
- Escalation routing tested across all personas
Go Live
Agent 03 · Customer Portal
The authenticated agent. role-based access · audit trail on every action.
Customer portal traffic is authenticated but role-aware. Purchasing sees packing slips. Engineering sees released drawings. Finance sees invoices. The agent serves the right document to the right role — and politely denies (with the right next-step) when the role doesn't match. Every action audit-logged.
Connect the authenticated portal. role permissions sync from your portal IAM.
The agent reads portal user actions and serves documents + status + self-serve. All actions audit-logged with role + outcome.
Channel
Authenticated portal API
Authenticated customer-portal traffic. Customers logged in via their company account; the agent handles document requests, order status drill-down, and account-related questions. PHI-equivalent: only data the customer's user role is authorized to see.
Connection status
- Webhook URLAwaiting connection
- Display name—
- Encryption—
- Message routingDirect to your team
Until you flip Go Live in Step 07, no traffic routes through the agent. You can disconnect at any time.
Drop in your role matrix + document visibility rules.
User role definitions, document type visibility, self-serve action permissions. The agent enforces every rule strictly.
Drop brochures, FAQs, price sheets, transcripts
PDF · XLS · DOCX · CSV · click anywhere to simulate
No files yet. Drop one (or click the zone) to see the agent index it.
Verify role-permission mappings before any portal request resolves.
Audit the role matrix carefully — this is where mistakes leak documents. Approve each role's exact document visibility.
What the agent now knows
- Engineering drawings (released revs only)
- Material certifications (per shipment)
- Packing slips + BOLs
- First-article inspection reports
Knowledge coverage
3
Branches
19
Total items
2
Open gaps
0
Approved
Items flagged in amber need your review before the agent uses them. Approve, edit, or remove inline.
Role-based access is absolute. wrong role · wrong customer · no document.
Never serve outside role permissions. Never cross customer boundaries. Never auto-approve a P.O. Never release pre-release drawings. Audit log every action.
Guardrails — what the agent will never do
5 activeNever serve a document outside the requester's portal role permissions.
Never share documents from one customer to another, even if part numbers match.
Never auto-approve a P.O. — always require admin role and human sign-off on the customer side.
Never release engineering drawings without confirmed rev-released status.
Never reveal account-level pricing to non-admin users.
Never extend payment terms via portal self-serve.
Hot lead criteria — when the agent escalates to you
Leads with a stated budget at or above this escalate.
Preview
Escalate when budget ≥ $5K and timeline ≤ 3 days.
How a portal action resolves. or gets denied politely.
Request → role verification → classify → serve doc / serve status / self-serve action → log every outcome.
Decision tree
Walk through three portal patterns. cert request, denied drawing, reorder.
Purchasing cert request → served. Engineering pre-release drawing → denied with released-rev fallback. Admin reorder → draft RFQ generated, AE notified.
Portal action · Material cert request
Click Run scenario to play the conversation.
Decision tree
Type a rule. Run Shadow Mode for 7 days. then enable self-serve.
Shadow Mode: agent processes portal requests but a human admin approves each. Once role-based denials are clean, the agent goes live with full self-serve and admin only sees the exceptions.
Tune the agent by typing
Or pick a suggested rule
Nodes rewired by this rule
Type a rule or pick a suggestion to see which nodes update.
Shadow mode — review every draft before send
Day
5 / 7
Items reviewed
0 / 2
Agent errors
0
Buyer message
Purchasing user tried to download an FAI report.
Agent draft
Held — FAI reports are engineering-role only. Polite denial returned: 'FAI reports require an engineering-role login. I can forward this report to your engineering team if you'd like — just confirm and I'll route it.' Audit log updated.
Buyer message
Engineering user requested released Drawing 88421 Rev 3.
Agent draft
Served — released-rev confirmed in document store. Drawing downloaded, audit trail updated, no escalation needed.
Ready to go live · Portal
You’re a click away from production.
When you flip the switch, the Portal agent takes over inbound traffic. Hot leads still escalate to your team; everything else gets handled. The kill switch stays one click away.
- Shadow-mode approval rate: 96%
- Guardrails active: 5
- Workflow nodes audited: 10 / 10
- Escalation routing tested across all personas
Go Live
Take this agent with you
Download a real, runnable version — the blueprint, an importable n8n workflow, and sample data. Try it in minutes, no strings.
Want this for your shop?
The console you just walked through is the same one we build for every precision manufacturer we deploy.
Discovery is 60 minutes. Deployment is 5–6 weeks for RFQ automation, plus engineering walkthroughs to capture your standard vs. non-standard threshold. We'll never touch a quote your engineer hasn't seen.