Sales Pursuit Workspace
Sales teams need fast, consistent answers across complex deals with SSO integration and custom domains for seamless access.
User Story
"I'm a sales director at a B2B SaaS company. Our sales teams work on complex deals with RFPs, competitive analysis, and custom proposals. We were using ChatGPT to draft proposals, but deal information was leaking to external AI. We switched to SUPERWISE /chat with workspace templates, and now each deal has its own workspace with all context. Sales reps get instant answers about products, competitors, and pricing—all private and auditable. Deal velocity increased 40%."
Scenario
- Role
- Sales Director
- Industry
- B2B SaaS
- Challenge
- Complex deals require fast, consistent answers; deal information exposed to external AI; inconsistent proposal quality
- Solution
- SUPERWISE /chat sales pursuit workspaces with SSO, workspace templates, and specialized sales agents
- Outcome
- 40% faster deal velocity, private deal information, consistent proposal quality, complete auditability
How It Works
Step-by-step workflow with feature references
Create Deal Workspace
Sales manager creates deal workspace using workspace template (Business+). Template pre-configures: Deal structure, Required documents, Sales agents, Knowledge collections. Team members access via SSO (Professional+).
Upload Deal Materials
Upload RFP documents, customer requirements, competitive analysis, pricing sheets. Higher file limits in Business+ tier support complex RFPs. All materials stored in Knowledge collections, accessible to deal team.
Sales Team Collaboration
Sales reps ask questions: "What are our key differentiators vs Competitor X?" AI answers using deal context and competitive intelligence. Generate proposal sections, pricing analysis, and objection handling. All conversations scoped to deal workspace—deal information stays private.
Proposal Generation
Use specialized sales agents for proposal generation and competitive analysis. AI generates proposal sections based on RFP requirements and deal context. Real-time guardrails protect customer data and deal information. Complete audit trail for proposal review and approval.
Deal Tracking & Analytics
Admin reporting UI (Business+) tracks deal activity and agent effectiveness. Monitor deal velocity, win rates, and common questions. Export deal audit logs for sales management and forecasting. Identify successful patterns and optimize sales processes.
Feature Mapping
SUPERWISE and Open WebUI features that power this use case
SUPERWISE Features
- •SSO integration for seamless team access (Professional+)
- •Workspace templates for consistent deal processes (Business+)
- •Higher file upload limits for complex RFPs (Business+)
- •Admin reporting to track deal pipeline and win rates (Business+)
Open WebUI Features
- •Workspace organization
- •File uploads and document management
- •Conversation history per workspace
- •Team collaboration features
Feature Combinations
- →Deal workspaces with Knowledge collections for RFP and competitive intelligence
- →Workspace templates ensuring consistent sales processes across all pursuits
- →Admin reporting tracking deal velocity and agent effectiveness
What You Get
- SSO integration for seamless team access (Professional+).
- Workspace templates for consistent deal processes (Business+).
- Higher file upload limits for complex RFPs (Business+).
- Admin reporting to track deal velocity and win rates.
Why SUPERWISE
Sales pursuits require SSO (Professional+) and workspace templates (Business+) for scale. Admin reporting provides visibility into deal pipeline and agent effectiveness across all pursuits.
Ready to Get Started with Sales Pursuit Workspace?
See how SUPERWISE /chat enables safe, confident AI use for your team.
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