AI Agent for Proposal Generation
AI that drafts proposals but can't send them or access unrelated files.
The problem
Generic AI tools for proposal generation often require full access to your CRM, email, and document storage. This creates risk—a compromised agent could send incomplete drafts, leak data, or modify finalized contracts. Most systems rely on prompts alone to restrict behavior, which attackers can bypass.
How ConspiracyOS handles it
Your proposal agent gets three lanes: read-only CRM access to pull client details, read-only template folder access, and a dedicated drafts folder it can write to. It automatically formats proposals using your brand guidelines without touching live contracts or communication tools.
What this agent can't do
- Send emails or share drafts externally
- Modify existing contracts or template files
- Access financial data or unrelated client records
- Run calculations beyond word count or page estimates
These aren't trust-based restrictions. The operating system enforces them.
What you get
- Brand-compliant drafts in 1/10th the time
- No risk of sending incomplete work
- Automatic client data insertion without copy-paste errors
- Versioned drafts you can refine before sharing
Get started in 2 minutes
Tell your concierge what you need
conos "conos create-agent --name proposal-gen --scope 'read-crm,read-templates,write-drafts' --instruction 'Generate proposals using client data from CRM and our template library.'"
ConspiracyOS sets up the right agent with the right permissions automatically.