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The Discovery Blueprint is NEXOS CORE’s AI-driven discovery tool — the bridge from a sales deal to a billable quote. You upload a prospect’s discovery materials, and Nexie reads them alongside the client’s industry profile and your product catalog to produce a Client Operations Blueprint: a structured recommendation you review, approve, and convert into a draft quote in one click. Open it at /assessments.

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When to use it

  • Turn discovery notes from a sales deal into a costed proposal.
  • Standardize recommendations against a client’s industry compliance and tech requirements.
  • Produce hardware standards and a security stack per client role.
  • Generate a managed-services quote without hand-building line items.

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The flow

1

Create an assessment

Start a new assessment from /assessments/new — optionally linked to a CRM deal so the eventual quote ties back to it.
2

Upload discovery materials

Add the prospect’s documents (and spreadsheets, images, or audio). Text is extracted in the background.
3

Analyze

Run Analyze. Nexie reads the extracted content plus the client’s industry profile and your product catalog, and produces the Client Operations Blueprint. The assessment moves to Reviewed.
4

Review and edit

Review the blueprint and adjust the recommended stack. Nothing is final until you approve it.
5

Approve

Approve the blueprint. Scheduled operations are created from it at this step.
6

Convert to a quote

Convert the blueprint into a draft quote — line items are grouped by category and the quote is linked back to the assessment and deal. You land in the quote editor to finish it.

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What the blueprint covers

  • Executive summary and a risk assessment (an overall 0–100 score plus security, infrastructure, compliance, and business-continuity sub-scores)
  • Recommended product stack, hardware standards by role, software stack, and security stack
  • Applicable compliance frameworks
  • A management plan and service tier, scheduled operations, and a suggested contract design (term, SLAs, payment terms, escalation, exclusions)
Blueprints are versioned — re-running the analysis keeps the history.

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AI and cost

Analysis uses Claude and requires your tenant’s API key (Settings → Integrations). The estimated cost of each analysis is recorded on the assessment and in your AI usage log, so spend is always attributable.

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Good to know

  • Analysis needs at least one successfully processed document. Unsupported or image-only files may extract poorly — text-based documents give the best results.
  • If an analysis returns a malformed result, the assessment reverts to Draft so you can re-run it.
  • Review the recommended pricing after converting — items the AI couldn’t price fall back to your catalog price (or zero), so confirm line items before sending.