Step 01
Activate the Offering Agent
Start the Offering Agent for your customer conversation and record a Microsoft Teams meeting, phone call, video call or advisory session.
Customer Onboarding
Underwriting, application checks and integration into surrounding systems.
Sales Meeting Intelligence
Capture meetings and automatically generate follow-up emails and offers.
Content & Community Agent
Social media, mailings and newsletters in one place, including community management.
Web & Support Agent
Clarify initial website enquiries and handle first-line support requests.
Customer Care Automation
CRM-integrated response generation with human review before sending.
Automate customer-facing workflows from onboarding and sales to marketing, service and support.
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Build your Agents
Design agents and connect them to business systems, data and complete workflows.
Test & Control your Agents
Evaluate, monitor and govern agent behavior before and during production use.
Create, orchestrate, test and control independent AI agents for regulated end-to-end workflows.
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On-Prem Servers
Enterprise-grade AI infrastructure for private, controlled environments.
On-Device Solutions
Local AI for low-latency, offline and privacy-sensitive edge use cases.
Run private enterprise AI on your own infrastructure or directly on-device for sovereign and edge workloads.
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Financial Services
AI for knowledge, compliance and secure financial workflows.
Insurances
Claims, policy and underwriting workflows.
Medical & Pharma
Privacy-first AI for medical and pharmaceutical teams.
Construction & Real Estate
Project data, tenders and reporting.
Industry & Space
Technical knowledge and enterprise workflows.
Explore AI implementations across regulated and operationally complex industries.
Secure AI workflows for financial services and compliance-heavy environments.
AI-supported insurance workflows from underwriting to policy and claims processes.
Privacy-first AI for sensitive healthcare, medical and pharmaceutical workflows.
AI workflows for project data, tenders, documentation and operational reporting.
AI for technical knowledge, complex operations and enterprise-grade industrial workflows.
Implementation Guide
How to implement AI in SMBs.
Board Readiness
Assess organizational AI readiness.
Learn with our AI Academy on VoiceTechHub or explore practical implementation guides.
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Make Offering Work Simple.
Turn a call into a ready-to-send proposal
Record a Microsoft Teams meeting, customer call or advisory conversation and let the Offering Agent turn it into structured documentation and a ready-to-review proposal. Add guidance during or after the conversation and let the agent take care of the documentation work.
Customer Call
Microsoft Teams
Recording
RM
Customer meeting
18:42 minutes
dreamleap
PROPOSAL
Proposal: Premium Solution
Dear Mr. Weber,
Thank you for our conversation. Based on the requirements we discussed, we are pleased to offer Alpine Manufacturing AG our Premium Solution for a 36-month term, including the complete service package agreed during the meeting.
Solution
Premium
Contract term
36 months
Service package
Included
This proposal reflects the scope and commercial conditions discussed during our call. We would be pleased to proceed with the next steps upon your confirmation.
Kind regards,
dreamleap
dreamleap
Ready for review
Record the conversation
Agent structures the information
Review and send the proposal
From conversation to proposal. In three steps.
The Offering Agent captures what matters, combines it with your guidance and turns the conversation into a structured proposal.
Step 02
Let the agent structure what matters
The Offering Agent captures the conversation and combines it with any additional guidance, conditions and instructions you provide.
Step 03
Review the proposal
Receive structured documentation and a ready-to-review proposal. Make the final adjustments and send it to the customer.
Built for customer proposals where every detail matters.
Especially valuable when customer conversations contain many requirements, product options, conditions and individual agreements.
Insurance & Financial Sales
For sales teams in insurance, brokers and relationship managers who need to convert detailed advisory conversations into personalized customer proposals.
Insurance · Brokers · RMsIndustrial Engineering
For complex customer proposals involving configurations, technical requirements, customer-specific options and multiple commercial conditions.
Complex customer proposalsConstruction
Capture customer requirements, scope changes, material choices, project conditions and agreements directly from project discussions.
Projects · Scope · QuotationsFinish the call. Your proposal is ready.
Turn customer conversations into structured, ready-to-review proposals without spending the next hour documenting everything manually.
Book a demo
The Content Suite by dreamleap has massively accelerated our workflow. Previously, we needed around 20 minutes per caption. Today, the tool provides us with several compelling suggestions in under 30 seconds. Thanks to the entire Content Suite, we have already created over 500 posts and saved an enormous amount of time. In addition, our posts are better optimized for SEO and more creative for our community!
