PresaleIQ joins your discovery calls, listens, and instantly generates User Stories, Statement of Work, Effort Estimates, and Low-Level Design — then auto-provisions your target platform in minutes.
No manual notes. No hours of write-up. Just structured, client-ready deliverables.
Paste your discovery transcript, upload a doc, or let the live agent join your Zoom / Teams / Meet call directly.
PresaleIQ analyses the conversation and generates structured User Stories, a detailed SOW, sprint-level Effort Estimates, and Low-Level Design specs — simultaneously.
Review outputs in a clean browser UI. Export to Word, PDF, or Excel in one click. Share with clients immediately.
Push approved stories directly into ServiceNow and Atlassian Jira via REST API — creating epics, stories, and tasks automatically with zero re-entry.
Built for solution consultants, pre-sales engineers, and delivery architects.
Sage — your AI pre-sales agent — joins calls in real-time, transcribes, and surfaces live competitive battle-card insights while you talk.
Produces platform-native user stories complete with acceptance criteria, effort points, and epic grouping — ready for your backlog.
Auto-generates a structured SOW with scope, assumptions, deliverables, timelines, and commercial terms from your discovery content.
Sprint-level effort breakdowns with story points, phase allocations, and risk-adjusted totals — consistent across every engagement.
Generates technical LLD specs: integrations, data models, catalog items, business rules, and custom app scaffolding.
Push stories directly into ServiceNow or Atlassian Jira via REST API. Epics, sprints, and tasks created automatically — no copy-paste, no re-entry.
Full org isolation, per-org branding, custom AI agent names, SOW templates, and role-based access — ready for enterprise deployment.
Choose your retention policy: scrub everything after delivery, keep analyses only, or retain full transcripts. You decide what stays.
One-click export to Microsoft Word (.docx), PDF, and Excel (.xlsx). Fully formatted, ready to send to clients or upload to your CRM.
Upload your own branded SOW template — PresaleIQ fills it with the generated scope, deliverables, and commercial terms, preserving your firm's layout and style.
Same structured outputs — User Stories, SOW, Effort Estimates, LLD — tailored to the terminology and workflows of each vendor. Enterprise accounts can also enter any unlisted platform by name.
Direct push integration available for ServiceNow and Atlassian Jira. Additional platforms supported via export.
Per platform, per month. Start free — upgrade when you're ready.
All plans include User Stories, SOW, Effort Estimate, and LLD document generation. Prices are per platform subscription — multi-platform discounts available on Enterprise.
We built PresaleIQ for enterprises where data sensitivity is non-negotiable.
Choose None, Analyses Only, or Full retention per organisation. SaaS customers default to None — transcript and raw JSON scrubbed after delivery.
ServiceNow (and other platform) credentials are stored with Fernet symmetric encryption. Keys are environment-controlled and never logged.
Each organisation is fully isolated. No cross-tenant data access. Role-based controls ensure only authorised users can view or export analyses.
Enterprise customers can deploy PresaleIQ on their own infrastructure — full control over the database, storage, and AI model routing.
Every analysis, export, and push action is time-stamped against the user who performed it. Full activity log available to Org Admins.
Your transcripts and client data are never used to train AI models. All AI processing is governed by strict data processing agreements — your data is never used for model training.