Previous offers and customer conversations live in different systems.
Sales, account management, and bid teams
Build the next proposal from everything your company already knows.
Bring customer history, previous proposals, product knowledge, and approved language into one permission-aware research path.
Sales & proposalsFaster proposals that remain grounded in prior commitments and source evidence.
Why teams struggle
The information exists. The usable context does not.
Faster proposals that remain grounded in prior commitments and source evidence.
Successful wording is copied manually and loses its original context.
Agents cannot safely distinguish reusable knowledge from restricted material.
Workflow
From fragmented knowledge to a repeatable result.
Connect
CRM exports, email, cloud drives, and the internal proposal wiki.
Research
Search exact customer facts and follow linked projects, people, and files.
Draft
Give an agent cited context plus the style of prior customer communication.
Verify
Open every source, preserve permissions, and review before sending.
Knowledge is the foundation. AI Workspace is the next step.
Use the Knowledgebase independently through search, wiki, API and MCP. Add AI Workspace for integrated chats, personal agents and automations.
Start with your real knowledge
Faster proposals that remain grounded in prior commitments and source evidence.
See how CogLake fits your sources, permissions, and AI interfaces.
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