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Sales & support integration

Better proposals integration for AI agents

Insiro connects AI agents to Better proposals so they can act in it under your rules. Better Proposals is a web-based tool for crafting and sending professional proposals. It helps teams impress clients and close deals faster with slick, easy-to-use templates. Every Better proposals action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Better proposals?

With Insiro, agents can triage new tickets by urgency and topic, draft replies from past resolutions and policy, escalate bugs with full context and summarise account health before a call, all inside the permissions you set for Better proposals.

  • Triage new tickets by urgency and topic.
  • Draft replies from past resolutions and policy.
  • Escalate bugs with full context.
  • Summarise account health before a call.

A journey through Insiro

Better proposals logo Better proposalsInsiroJira

Example: Better proposals → Insiro → Jira to escalate a ticket as a bug with the full conversation. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Better proposals

Can Insiro AI agents use Better proposals?

Yes. Insiro connects AI agents to Better proposals through its governed MCP gateway. Agents can triage new tickets by urgency and topic and draft replies from past resolutions and policy using each person's own Better proposals access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Better proposals?

Better proposals connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Better proposals read-only for agents?

Yes. In Insiro Governance, set Better proposals to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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Put Better proposals to work with governed AI agents.

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