Capture the request in the customer's words
Do not summarize too early. Save the exact question, call notes, message thread, and any promised deadline. If the request arrives by SMS or iMessage, a text message AI assistant workflow keeps the source close to the work.
Define the proof type
Separate requests for security proof, product proof, implementation proof, ROI proof, and customer proof. Each proof type needs different evidence and different review standards.
- Who asked?
- What claim needs support?
- What asset would make the answer credible?
Evidence
Use browser work and computer-use cache to avoid rediscovering the same docs, screenshots, and examples.
Draft
Generate a reply, a short internal note, and any customer-facing link the rep needs.
Approval
Keep human review between the draft and the customer. AI can prepare the package; a person owns the promise.