Solution paths for agents that quote, reserve, and transact.

IdeaBosque maps production AI work to the workflows where buyer intent, product knowledge, availability, pricing, and system-of-record handoff already decide revenue.

Request a scoped buildReview RFQ architecture
Solution paths

Start with the workflow where an agent can move a real business object.

Solutions are scoped around the handoff that matters: quote, order, ticket, catalog update, availability hold, or CRM record. Each path connects to architecture and implementation evidence.

RFQ-to-order automation

Turn inbound quote requests into governed product matching, supplier availability, cancellation-window checks, quote generation, and accepted-order handoff.

  • Quote intake and supplier/product matching
  • Availability and cancellation checkpoints
  • ERP and commerce handoff with audit logs
RFQ engine architectureRFQ architecture page

ERP and commerce integration

Give agents governed access to inventory, account, catalog, order, and fulfillment actions without bypassing operational controls.

  • NetSuite, Shopify, and commerce connector patterns
  • Catalog, order, inventory, and exception workflows
  • Traceable writes across ERP and ecommerce systems
NetSuite MCP patternShopify connector pattern

CRM and account handoffs

Move account context, lead updates, quote milestones, support tickets, and follow-up tasks between agents and CRM systems with controlled field access.

  • HubSpot connector implementation
  • Sales and service record updates
  • Operator review before high-impact actions
HubSpot MCP patternMCP module standard

Knowledge graph support agents

Use relationship-aware product, account, supplier, and order context so support agents can answer with governed business knowledge instead of isolated search results.

  • Product compatibility and substitute reasoning
  • Order history and account context retrieval
  • Escalation packets for complex support cases
GraphRAG support patternGovernance controls
Build rhythm

Each path resolves into a scoped build, not an open-ended AI program.

1. Map the objectIdentify the quote, order, ticket, account, or catalog record the agent must move.
2. Bind the systemsImplement governed Model Context Protocol (MCP) modules for the source systems and writeback paths.
3. Cut over with proofDeliver test coverage, audit logs, operator controls, and handoff notes for production review.
Library-backed menu

Implementation evidence stays attached to each solution path.

Evaluators should not have to trust a solution label. Each path points to a concrete architecture, connector pattern, or governance document that explains how the build works.

Primary path

RFQ automation remains the clearest production wedge.

It combines unstructured buyer requests, supplier systems, pricing rules, availability holds, cancellation snapshots, and order handoff into one auditable workflow.

Open RFQ architecture evidence →
ERP
NetSuite agent connector

Authentication, SuiteQL, sales-order creation, rate limits, and audit logging for ERP-backed workflows.

Read document →
CRM
HubSpot revenue handoff

Contact search, deal-stage updates, ticket creation, and CRM rate-limit handling through a governed MCP module.

Read document →
Commerce
Shopify operations agent

Product search, order lookup, inventory updates, and GraphQL pagination for larger catalogs.

Read document →
Strategy
Production AI ROI

How to move from disconnected pilots into scoped workflows with measurable system-of-record outcomes.

Read document →
Contact

Choose the business object the first agent should move.

Send the systems involved, the current manual handoff, and the approval points that matter before production.

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