A Quote & Proposal agent: from the discovery transcript to a proposal with scope and estimate.
Professional services · México · Agents
61% of person-hours saved
- Client
- CIAY
- Agents
- Quote & Proposal Agent, Inbound Lead Qualifier, Content & Reputation Agent
- Period
- 2026, internal data
- Source
- Internal time log, DaCodes and CIAY, 2026Verified by Proof Ledger, Sep 2026

00:00
Form submitted from /agents/collections-renewals
00:04
Enriched: 1,200 employees · insurance · México
00:09
Classified: qualified, 91% confidence
00:31
WhatsApp sent · reply received 02:10
03:48
Meeting booked with the account owner
Under five minutes
Time to first contact 0:31 · meeting in 3:48 · routed round robin
Context
The starting point
CIAY, the Centro de Inteligencia Artificial de Yucatán, is a DaCodes initiative that trains, advises and convenes companies and public institutions.
It is the internal proving ground for the DaCodes enterprise agent platform: every process that can run on an agent does, and every hour is logged before and after.

What we built
Built inside CIAY's systems
An inbound lead qualifier on HubSpot and WhatsApp that classifies and books the right person.
A time log per task, before and after each agent, so the 61% is a measurement and not an estimate.
Inputs
- WhatsApp Business
- Web form
- Discovery transcripts
Runs on: Bedrock AgentCoreLangGraph
Systems of record
- HubSpot
- pgvector
Results
What changed
The Agent Console with this case's own numbers.
Period: 2026, internal data
Verified by Proof Ledger, Sep 2026
KPI Contract
2026
Person-hours saved, measured processes
61%
Hours measured
3,170
task by task
Time per proposal
40 min
from the transcript
Audit log
- proposalproposal drafted · waiting for a person's approval
- leadinbound request classified · meeting booked
- timelogtime logged before and after the agent
Revenue ops
Quote & Proposal Agent
Meeting transcript to a structured proposal with your price catalog, CRM updated. Packaged as Co-CEO at DaCodes.
Revenue ops
Inbound Lead Qualifier
Classifies, answers and books inbound leads from forms, WhatsApp and voice, inside HubSpot and your calendar.
Marketing
Content & Reputation Agent
Content and reputation management for brands and professionals. Packaged as Tarimah, $2.20 per column measured.
Verified by Proof Ledger, Sep 2026
Every figure has a row
Exact text, source, date, owner and permission. A row that stops being true comes off this page.
How the Proof Ledger worksPublished
- Claim
- 61% of person-hours saved
- Source
- Internal time log, DaCodes and CIAY, 2026
- Date
- Sep 2026
- Owner
- Practice lead
- Client permission
- Named client
- Next review
- Oct 2026, AI Council
Which process do we automate first?
Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.
We reply in under one business day.
