A system for significantly faster processing of incoming inquiries and generating quotations

Client NameGeomat

Client CountryCzech Republic

  • Client typeSME
  • IndustryConstruction
  • Application areasMarketing, Sales & Customer Engagement, Operations & Process Automation
  • AI technologiesLarge Language Models (LLMs), Natural Language Processing (NLP)
  • Business impactsCustomer Experience & Market Growth, Employee Enablement & Productivity
  • Data typesStructured Tabular Data, Textual Data
  • Delivery modelsProduct / Licensed Software, Service / Subscription
  • DeploymentsHybrid
  • Key capabilitiesAccessibility, Safety & Human Augmentation, Intelligent Search & Knowledge Retrieval
  • Project stagesScaling / Expanded Implementation
  • Solution formsMultimodal Interface, Web Portal / Dashboard

Solution Description

Problem description

The client receives several hundred inquiries per month and is unable to quickly analyze the requested goods and prepare an offer. With our OfferMate system, they can rapidly extract the requested products and generate quotations much faster—allowing them to be the first with the customer and increasing their quotation success rate.

Solution

Using AI, we analyze incoming inquiries including attachments, extract relevant products we can supply, and immediately prepare the basis for a quotation, which the sales representative then simply approves or fine-tunes the pricing.

Main Users of the Solution

Our customer’s dealers.

Project timeframe (months)

2

Technologies used

LLM, Python, RAG, vector search

Additional services

  • Identification and prioritization of suitable use-cases
  • Data collection and pre-processing
  • AI model selection and customisation

Implementation

Project Owner on the Client's Side

Executive management (C-level)

Participation on the Client's Side

  • Business / Product Owner
  • Domain / Process Experts
  • End Users

Form of Supplier Involvement

Joint implementation with the client

Operation and Maintenance

Operational Model

Joint management

Needed Competencies on the Client's Side

Connection to customer data, API support.

Other Resources or Infrastructure

On-premise solution, the customer manages day-to-day operations independently.

Impact and Results

Qualitative Benefits

Among other things, it accelerates the customer’s ability to submit an offer to their client and capture their attention. With the existing team, the customer can achieve more.

Quantitative Results

The solution saves about 160 hours of work per month.

Client Feedback

We are pleased to have achieved the expected reliability, which enables us to be a market leader.

Lessons Learned and Recommendations

Key Success Factors

Proper solution architecture and agile adaptation to the client’s infrastructure.

Biggest Challenges

Securing the client’s key people’s time.

Recommendation for Others

Make it a priority—it will ultimately save time.

Promotion

Demo / Public Resources

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