endorsedOngoing

RFI Automation AI for Lead Generation (Microsoft Teams)

Services Covered:

AI and Machine Learning • Application Integration

Industry

Advertising & Marketing

Duration

19 months

Budget

10K - 49K

Start Date

1 January 2025

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

81/100

Strong

Project Capability Score (PCS) estimates how capable BotsCrew is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Dover, United States of America

Project Summary

BotsCrew developed and deployed an AI solution for a lead generation company to automate and streamline the RFI response process. The solution integrated into the client's Microsoft Teams workspace, automated over 90% of responses, and reduced response time from several days to a few hours. The vendor was responsive, flexible, and collaborative throughout the engagement.

Key Challenges

Automate and streamline the RFI response process to reduce time and manual effort
Integrate the solution seamlessly into Microsoft Teams without relying on external tools
Maintain accuracy, consistency, traceability, and compliance while processing complex RFIs

Project Deliverables

End-to-end AI solution deployed in Microsoft Teams
Integration with Oracle's parser to process RFIs in any file format
Dynamic AI-powered knowledge base with over 2,000 Q&A entries
Manual editing tool for refining answers
Two intelligent Teams tabs: Questions & Answers and RFI History
Architecture design and consulting

Project Solution

BotsCrew handled the project end-to-end, providing consulting and discovery, architecture design, AI development, and deployment within the client's Microsoft Teams workspace. They integrated with Oracle's parser to read and process RFIs in varied formats, built a dynamic AI-powered knowledge base with over 2,000 Q&A entries that evolves with new RFIs, and added a manual editing tool for answer refinement. They also implemented two intelligent Teams tabs—Questions & Answers for auto-filling RFI templates and RFI History for traceability and compliance.

Project Outcome

Over 90% of RFI responses are now automated
Response time reduced from several days to a few hours

Platforms

AI/ML Platform

Tech Stack

Oracle

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“BotsCrew has successfully delivered a solution that automates over 90% of RFI responses, reducing response time from several days to a few hours. The team has been highly responsive, flexible, and timely. Moreover, their hands-on approach and genuine investment in the project's success stand out.”
Anastasiya Gurevska
Marketing Manager
Date: 11/10/2025