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Boost Your Revenue with AI - Save 70% of Your Time on Proposals

Transform client call notes into impressive proposals faster with workif.ai's self-improving AI model.
Transform client call notes into impressive proposals faster with workif.ai's self-improving AI model.

About the product

Main idea

The AI in workif.ai plays a central role in transforming client call notes or recordings into comprehensive proposals quickly and efficiently. The system's personalized AI model continuously learns and improves with each project, enhancing its ability to predict project timelines and manage client communication effectively.

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Details

Workif.ai starts by converting client call notes or recordings into detailed proposals. This is achieved using a self-improving AI model tailored to deliver optimized results with each successive project. The AI model also predicts project timelines, enabling better workload and deadline management.

Additionally, workif.ai includes client management tools such as a built-in CRM and the ability to generate professional emails automatically. Users can effortlessly share their proposals through an online portal or as downloadable PDFs, offering both flexibility and ease of use to clients.

Key features

  • Smart Proposals: Turn client call notes or recordings into impressive proposals quickly using AI.
  • Project Duration Estimates: AI predicts project timelines for better workload and deadline management.
  • Client Management: Built-in CRM for easy tracking and managing of clients.
  • Smart Emails: AI-generated professional emails to conveniently share proposals with clients.
  • Easy Sharing & PDF Downloads: Share proposals in user-friendly online formats or as downloadable PDFs.

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Test the skills on real cases

Potis works on automated behavioral interviews.
Candidates will be asked to give examples of how they handled situations in a real case.

Scenario environment

You are a Project Manager at Experlogix, a global software company specializing in Configure Price Quote (CPQ) solutions. You are currently leading a team of solution consultants, architects, team leads, and support team members. The company has recently acquired a new client in the life sciences industry who wants to implement the CPQ software for their complex configurable products and services. The project will involve both a waterfall-based discovery and solution design phase, followed by Agile-based modelling sprints. The client has high expectations for a seamless implementation and expects the project to be delivered within a specific timeframe and budget.

Role specificity

As the Project Manager, you are responsible for leading the project team and ensuring the successful delivery of the CPQ implementation. You have the authority to make decisions regarding project planning, resource allocation, and stakeholder management. You will work closely with solution consultants, architects, team leads, and support team members to define and develop appropriate solutions while managing expectations to deliver an incredible customer experience.",

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Build your ideal assessment

Add a job description and the required skills, the service will automatically generate interview questions and create a case.

Anti cheat way to assess

Unlike online-tests, it’s impossible to prepare for behavioral case structured interview.
AI question

Clear & bias free talent scoring

Get useful information about every candidate: by hard/ soft skills, strengths and weaknesses.

01. Technical Skills:

  • Software development methodologies (e.g., Agile, Scrum, Waterfall)
  • Programming languages, databases, and other relevant technologies
  • Software testing and quality assurance
  • Software architecture and system design

02. Strengths:

  • Lead and communicate: clearly define goals, motivate teams, and resolve issues.
  • Plan and organize: keep projects on track, manage resources, and meet deadlines.
  • Solve and adapt: troubleshoot problems, manage risks, and adjust to change.

03. Weaknesses:

  • Limited technical depth: difficulty with complex technical issues or developer communication.
  • Micromanaging tendencies: stifles creativity and reduces morale.
  • Scope creep and conflict: challenges managing changing priorities and resolving disagreements.