[01]·triage
Classify
Every inbound is tagged the moment it lands — intent, urgency, account. No fixed taxonomy; the system learns your categories from the threads your team already handles well.
[FIELD REPORT · 001]CLASSIFIED · PRE-LAUNCH · BY INVITATIONMINDPATH/BI
CLASSIFIED · PRE-LAUNCH · BY INVITATION
Every rep,
a technical seller.
MindPath BI folds your catalog, your contracts, and your guides into the answers beside every conversation — so the rep on the phone sounds like the engineer in the room.
- [01] Unified
- One inbox across every channel your customers use.
- [02] Grounded
- Every draft cites the source it leaned on.
- [03] Technical
- Your expertise, answering in every rep's voice.
[EXHIBIT A]THE UNIFIED INBOX · SCHEMATIC
[SITUATION]THE SHAPE OF THE PROBLEMWhat technical sales teams deal with every day
[A]
Every rep answers differently.
Your best seller knows the catalog like a mechanic. Your new hire guesses. The customer notices the difference on the first reply.
[B]
The answer exists — just not in the thread.
Spec sheets, pricing terms, return windows, engagement clauses — buried in drives, wikis, and the head of one senior person.
[C]
Context dies between channels.
The customer starts on chat, moves to email, and asks again on WhatsApp. Each handoff costs trust and resets the case.
[FIELD REPORT · 002]SEVEN INDUSTRIES · ONE PATTERNThe answer your expert knows — in every rep's voice
Seven industries, one pattern:
expert selling.
One or two people in every company carry the answer — the senior rep, the founding partner, the owner on the bench. MindPath BI captures what's in their head once, and drafts every reply from it. Cited, grounded, in the expert's voice.
- [α]
- Each draft cites the source — filename, section, line.
- [β]
- Your catalog, policy, or engagement letter — never generic text.
- [γ]
- The rep edits the last 10% — never drafts from blank.
[FIELD REPORT · 003]ROUTING · SCORE · ASSIGNEvery thread, on the right desk
[EXHIBIT B]THE ROUTING ENGINE · SCHEMATIC
It lands on
the right desk.
One inbox is only the start. Every thread is scored across intent, priority, skill, SLA, language, and workload — then assigned to the rep whose desk it belongs on. Your rotation, your rules, your audit trail.
- [01]
- Scored on signals you can read — not a black box.
- [02]
- Respects skill match, language, and live workload.
- [03]
- Every assignment is logged — re-route in one click.
[SPEC]CAPABILITY MATRIXSix movements, one drafting surface
The pattern under every reply your team sends.
Same six moves, whether the channel is WhatsApp, a quote request, or a renewal email. Your reps don't switch modes — the surface does.
[02]·cite
Retrieve
Catalog pages, pricing terms, engagement clauses, return windows — pulled beside the thread, with the source document cited line by line.
[03]·draft
Suggest
A grounded first draft, matched to the customer's tone and the account's history — so your rep edits a reply rather than writing one from a blank page.
[04]·execute
Act
Quote, ship, refund, schedule. Actions flow through your ERP, commerce, and billing systems — never a copy-paste between tabs.
[05]·adapt
Learn
The model sharpens on your actual sent messages — the edits your senior reps make are the signal. What shipped yesterday tunes what's suggested tomorrow.
[06]·surface
Score
Account health, response quality, drift from brand voice — summarized in a single pane so managers see the room, not just the row.
[CHANNELS]CONNECTED SURFACESOne hub. Every channel your customer touches.
We don't ask your customers to move.
We bring every channel to one desk.
[LANE A]
Channels
Where your customers talk
- LIVEGmailOAuth · threaded history
- LIVEOutlookMicrosoft 365 · shared mailboxes
- LIVEWhatsApp BusinessCloud API · coexistence
- LIVESlackChannels & DMs
- LIVEInstagram DMGraph API
- LIVEFacebook MessengerPages · automated replies
- SOONMicrosoft TeamsThreads · presence
- SOONIntercomConversations & notes
- SOONTelegramBot API · groups
[LANE B]
Knowledge
What your experts know
- LIVEGoogle DrivePDFs · Docs · Sheets
- LIVEManual uploadDrag-in docs · AI draft generator
- SOONNotionDatabases · pages
- SOONConfluenceSpaces · playbooks
- SOONSharePointDocument libraries
[LANE C]
Systems
Where the work lands
- LIVESAPS/4HANA · ECC modules
- LIVESAP Business OneSMB ERP · inventory · finance
- LIVEPriorityERP · orders · procurement
- LIVEShopifyOrders · catalog
- LIVEWooCommerceStorefront & orders
- SOONSalesforceAccounts · opportunities
- SOONHubSpotContacts · pipelines
- SOONNetSuiteERP · finance · commerce
- SOONMicrosoft Dynamics365 Sales · Business Central
- SOONStripeBilling · invoices
13 live
Today · more next
<5 min
To first connected
Two-way
Sync model
Your plane
Data residency
[FIELD REPORT · 003]THE FIRST THIRTY MINUTESA Monday morning, observed
- [T-00:00]
A Monday morning inbox.
Seven threads open across five channels. A rush quote from a procurement lead. A DM about a finish spec. An MSA with a note in Section 4.2. The team has thirty-one minutes until the day starts filling up.
- [T-00:04]
Classify, silently.
The system tags each thread the moment it lands. Intent, urgency, account, channel. No fixed taxonomy — the labels are learned from what your senior reps already mark as theirs.
- [T-00:09]
Draft beside the thread.
For every tagged thread, a grounded reply is suggested — cited against your catalog, your pricing terms, your engagement letter. The rep edits a draft, not a blank page.
- [T-00:14]
The room hears one voice.
Junior reps ship responses that read like the engineer wrote them. The senior rep reviews the one thread that actually needs her — not seven.
[EXHIBIT C] · INBOX · REAL COMPOSITION · NAMES & PAYLOADS REDACTED
[ACCESS]REQUEST INVITATION
We're onboarding in cohorts.
Tell us your shape.
Who you sell to, how many channels you run, and one thing your best rep knows that the rest of the team doesn't. We'll reply with a walkthrough grounded in your actual docs — not a generic demo.
CLASSIFIED · PRE-LAUNCH · BY INVITATION
[RESPONSE SLA] 1 business day · [REGION] EU/US · [CAPACITY] Q1 2026