WHITE-LABEL WORKFLOW ADOPTION · WORKING DEMO

AI RFQ Assistant

A complete employee enablement experience for one approved AI workflow — training, operating guidance, verification, acknowledgement and measurable completion.

PARTNERNorthstar AI Consulting

CUSTOMERMeridian Industrial Group

01 / PURPOSE

Use AI to accelerate intake. Keep commercial authority human.

HUMAN CHECK REQUIRED

Use it for

RFQ extraction, quantities, deadlines, missing information, risk flags and a structured internal quotation-preparation brief.

Do not use it for

Final pricing, delivery commitments, discounts, contractual acceptance or unreviewed customer communication.

02 / TRAINING

Complete the operating walkthrough.

02:05 · CAPTIONS

START WAITING 50% WAITING COMPLETE WAITING

03 / OPERATING MATERIALS

Keep the approved rules beside the workflow.

PDF · OPERATING GUIDE

Illustrated Operating Guide

Purpose, prerequisites, numbered procedure, expected output, human checks, common failures and escalation.

OPEN GUIDE ↗ PDF · CONTROL CARD

AI Usage Card

Use it for / do not use it for / input / expected output / human check / escalate when.

OPEN USAGE CARD ↗ PDF · QUICK REFERENCE

60-Second Check

Seven operational steps, the mandatory checkpoint and the conditions that require escalation.

OPEN QUICK REFERENCE ↗

04 / KNOWLEDGE VERIFICATION

Prove the operating boundaries are understood.

PASS · 4 / 5

TRAINING REQUIRED

Complete the video before starting verification.

05 / ACKNOWLEDGEMENT

Record the operating commitment.

I confirm that I have reviewed the AI RFQ Assistant operating guidance and understand that AI output must be checked against the customer source before the workflow proceeds to quotation preparation or customer communication.

Pass the knowledge verification to unlock acknowledgement.

06 / ADOPTION EVIDENCE

See what the implementation partner receives back.

LIVE DEMO EVIDENCEVISITOR —

PARTNER VIEW

Adoption Report

Assigned, opened, video completion, quiz verification, acknowledgement, completion percentage, version and user evidence.

VIEW SAMPLE REPORT →

Complete this workflow version to emphasize the partner report.