Use Case — Agentic AI for Pre-Sales Engagement in an Engineering Design Firm
Engagement Status: Evaluate Phase — Requirement Discovery & Feasibility Study in Progress
Engagement Context
A leading Engineering Design Firm engaged AerixNova Technologies with a focused requirement — to leverage Agentic AI for automating and enhancing their outbound prospecting and lead qualification process within the industrial and manufacturing sectors.
Given the client’s internal readiness and clarity of objectives, this engagement has directly entered the Evaluate phase of our AerixNova AI Engagement Framework, skipping the initial Explore phase.
Business Challenge Identified
- Identifying and reaching technically relevant prospects across specialized industrial sectors.
- Conducting early-stage qualification conversations that required technical depth and contextual relevance.
- Scaling outreach while maintaining personalization and industry-specific engagement.
Solution
Client's Key Ask
The client has a rich repository of domain knowledge, internal documents, workflows, case studies, and solution frameworks from years of experience. They require this knowledge to be integrated into the Agentic AI system to:
- Understand internal terminology, workflows, and solution patterns.
- Engage prospects in meaningful, industry-relevant conversations.
- Dynamically answer technical queries by referencing their knowledge base.
- Provide accurate, instant responses that reflect their expertise
Proposed AI Intervention
AerixNova is evaluating a Knowledge-grounded Agentic AI solution featuring:
- Private LLM fine-tuned with the client’s internal knowledge base.
- Context-aware, AI-driven conversations tailored to engineering services.
- Real-time knowledge retrieval for dynamic prospect engagement.
- Automated lead qualification and appointment setting with CRM integration.
Engagement Progress
| AI Engagement Phase | Status | Notes |
|---|---|---|
| Explore | Skipped | Client has defined the need and business priority. |
| Evaluate | In Progress | Requirement discovery, knowledge strategy, and feasibility analysis ongoing. |
| Execute | Upcoming | Solution roadmap and implementation to follow based on evaluation outcomes. |
Strategic Outcome Expected
A custom-built Knowledge-grounded Agentic AI solution — enabling the client to:
- Scale prospecting without losing technical depth or relevance.
- Drive industry-expert conversations at every early-stage interaction.
- Respond meaningfully to prospect challenges using internal knowledge.
- Accelerate sales with better-qualified leads and faster engagement.
AerixNova’s AI Engagement Framework enables enterprises to operationalize their internal knowledge with Agentic AI — transforming experience into intelligent, scalable customer engagement systems.
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