AI that powers the field: expertise in every rep’s hands

For NAICI, selling is not simply about choosing a product. It means matching the right technical solution to each real-world case.
This requires specialist expertise that was previously concentrated within the central team. As a result, sales reps could not operate independently: every case had to be referred back to headquarters, creating a bottleneck and slowing down the entire process.

Expertise could not scale, and the field remained dependent on a small number of specialists.

Empower people, not replace them.
Give every sales rep access to expert-level reasoning, enabling them to act independently in the field.

Optimize the process.
Remove the constant back-and-forth with the central team and turn a manual, dependent workflow into an autonomous one.

Make expertise scalable.
Transform the knowledge held by a few specialists into a resource available to everyone: consistent, repeatable, and always grounded in NAICI’s validated expertise.

NAICI’s technical knowledge is complex for a reason. Oversimplifying it would have increased the risk of providing incorrect recommendations.
The challenge was to transfer this expertise to an AI agent without losing its depth or accuracy.

The agent works in three steps:
– It asks only the technical questions required, guiding the decision without slowing down the work.
– It identifies the right solution by interpreting the case and applying NAICI’s decision rules.
– It recommends the complete process—including cycles, steps, and suitable products—providing guidance that is ready to use.

Most importantly, the agent operates within clearly defined boundaries. It relies exclusively on NAICI’s validated knowledge, never invents information, and always explains how it reached its answer.
This makes the recommendations produced in the field as reliable as those provided by the central team.

More autonomy in the field.
Sales reps handle cases without waiting for the central team.

More time for experts.
Specialists can focus on more complex cases.

Scalable expertise.
Fast, consistent, and reliable answers across the entire network.