> ## Documentation Index
> Fetch the complete documentation index at: https://docs.horizonmanaged.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Discovery blueprint

> Turn a prospect's discovery materials into an AI-built Client Operations Blueprint, then a draft quote

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`.

## 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.

## The flow

<Steps>
  <Step title="Create an assessment">
    Start a new assessment from `/assessments/new` — optionally linked to a CRM
    deal so the eventual quote ties back to it.
  </Step>

  <Step title="Upload discovery materials">
    Add the prospect's documents (and spreadsheets, images, or audio). Text is
    extracted in the background.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="Review and edit">
    Review the blueprint and adjust the recommended stack. Nothing is final until
    you approve it.
  </Step>

  <Step title="Approve">
    Approve the blueprint. Scheduled operations are created from it at this step.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## 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.

## 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.