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Pramaan by Intertwine

AI sales readiness for teams that sell from changing documents.

Upload an approved product pack, policy circular, catalog, or website. Pramaan turns it into learning, assessment, and source-cited frontline assistance.

Glass office buildings at dusk

Not another LMS. Not a generic chatbot. Pramaan helps frontline teams learn, prove, and apply approved product knowledge.

Pramaan is a readiness layer. It does not replace your core banking system, CRM, ERP, LMS, or compliance function.

Proof behind every answer. Pramaan (प्रमाण) means proof, a valid source of knowledge. Every answer Pramaan gives comes with its source.

The problem

Your company already holds the knowledge. It is not at the desk.

A cooperative bank, a plant dealer desk, and an insurance agency share the same gap. Product knowledge lives in PDFs, circulars, and a trainer's memory. Classroom training runs once, often months after a product launches. There is no easy way to know, before a real customer conversation, whether the officer is actually ready.

Pramaan is a sales readiness platform for that moment: the customer is sitting across the table, and the approved answer has to be in the officer's hands, not in a shared drive.

Why on-the-fly

A traditional LMS needs a course team and months. This needs an upload.

Instructional design still has a place. It is the wrong tool when the product pack changed this morning and fifteen officers have meetings this afternoon.

Traditional LMS compared with Pramaan
DimensionTraditional LMSPramaan
Setup timeWeeks to months before the first lesson shipsSame working day, once the pack is uploaded
Content creationAn instructional designer authors every lesson by handUpload a product PDF or point it at the company website
Keeping it currentRe-author the course whenever a product or rate changesRe-upload the updated document and regenerate the module
PracticeRole-play, if it happens at all, run manually by a trainerAn AI-simulated customer raises objections on demand. The six-skill coaching scorecard is in the pilot build.

How it works

From a document to a ready officer, in five steps.

The loop is the same in a bank branch and on a plant dealer floor. The knowledge you upload is yours. The platform does not replace your core system, and it does not make the commercial decision.

  1. 01

    Upload approved knowledge

    Live now

    Product PDFs, policy circulars, catalogs, sales guides, FAQs, or the company's own website.

  2. 02

    Generate the learning module

    Live now

    Lessons cover product basics, the ideal customer, need discovery, positioning, process and documents, and objection handling.

  3. 03

    Learn and prove readiness

    Live now

    Officers study the module, can practice objections with an AI-simulated customer, and take a graded assessment. Completion is not the same as being ready, so scores split what they know, what they understand, and what they can apply.

  4. 04

    Ask the assistant during customer conversations

    Live now

    The officer asks which documents to collect or what the circular says. Answers are grounded in approved material and show the source. If the answer is not in the knowledge base, the assistant says so.

  5. 05

    Help managers see readiness and gaps

    Live now

    Scores, knowledge gaps, and assistant usage for every officer, at a glance. Branch-scoped manager views are in the pilot build and are not live yet.

After deployment

What changes after deployment.

  • New product knowledge reaches officers faster

    Re-upload the updated document and regenerate the module, instead of waiting for the next classroom batch.

  • Managers see who is ready

    Scores show who is ready and where gaps remain, so retraining goes where it is needed.

  • Officers get current, approved answers

    During customer conversations, officers ask the assistant and see the source for every answer.

  • Product and compliance teams see the questions asked

    Assistant usage shows what frontline teams actually ask, and how often.

Industries

Where Pramaan fits.

The pattern holds wherever a frontline person has to explain a product they did not write, with a customer waiting and compliance on the line. Banking and manufacturing are the clearest starting points. The same platform covers adjacent sales-led teams. Pramaan was first built for Indian banks working under RBI directions, but the upload-to-assistant loop does not depend on a market. It works for any team that sells from documents that change.

  • 01

    Banking and NBFCs

    Product and policy knowledge sits in circulars, rate sheets, and a trainer's memory. A new officer waits for the next classroom batch. A veteran still guesses when last week's circular changed the documents list.

    Upload a working-capital pack, a deposit product, or a gold-loan circular. Officers learn it, get scored, and can ask a grounded assistant while the customer is at the desk. The assistant never sanctions a loan or invents a rate.

    AI systems for bankingRequest a banking pilot
  • 02

    Manufacturing and industrial sales

    Spec sheets, BOM notes, discount policy, and lead-time rules live with a few senior sales engineers. Dealers and new hires sell from last quarter's PDF, or they escalate every technical question.

    The same upload loop turns catalogs and policy notes into a module for dealer desks and field engineers. During a visit they can check a spec, a warranty rule, or a discount boundary, with the source cited.

    AI systems for manufacturingRequest a manufacturing pilot

Other sales-led teams

If your officers sell from documents that go stale, the same upload-to-assistant loop applies. We do not treat these as separate products.

  • Insurance

    Agents sell from product illustrations and underwriting circulars that change faster than the last classroom session. An assistant limited to approved literature keeps the pitch current without inventing cover.

  • Pharma and medical devices

    Field force conversations have to stay inside approved claims. The assistant retrieves from the current detail aid and medical pack. It does not invent efficacy language.

    Related industry
  • Professional services

    Partners and managers still rewrite the offering from memory. A service catalog and proposal pack become a readiness module so the sales conversation matches what delivery can actually do.

    Related industry
  • Retail and branch networks

    Associates explain offers that changed this morning. Catalog and promotion sheets become a short module plus a counter assistant that cites the current offer, not last month's flyer.

    Related industry

Walkthrough

One product pack. A real sales conversation.

The names and figures below are fictional demo data, built to exercise the platform. They are not a real bank, product, or customer.

Banking example

An MSME working-capital pack: eligibility, sales guide, FAQ, compliance notes. The officer studies a six-lesson module, clears a scored assessment, then sits with a customer who already has a facility and wants another ₹15 to 20 lakh (roughly USD 17,000 to 23,000). The customer says a competitor is cheaper. During the meeting the officer asks the assistant which documents to request and how to handle the rate objection, with the policy cited.

Manufacturing example

A dealer pack: SKU specs, warranty rules, discount bands, lead-time notes. A new field engineer learns the flagship line, gets scored on application, then visits a buyer who wants a cheaper substitute. The assistant retrieves the approved comparison and the discount boundary. It does not invent a price.

For banks, NBFCs and co-operative banks

RBI sales-conduct directions (effective Jan 1, 2027)

RBI issued final directions on advertising, marketing and sale of financial products on June 15, 2026. They take effect on January 1, 2027 (RBI press release). Pramaan helps institutions give frontline officers current approved material to learn from, demonstrate understanding on, and cite during customer conversations.

Pramaan does not make an institution compliant on its own. Your compliance team decides what is approved and remains responsible for compliance.

  • Pramaan helps frontline teams stay within approved product information. Answers come only from the documents you approve, with the source shown.
  • It supports your suitability-first sales process by suggesting questions and next steps. The decision stays with your officer.
  • Managers see which officers are ready before the customer conversation, not after.

Trust and guardrails

The assistant coaches. It does not decide, sanction, or invent.

That constraint is the product. In a regulated bank, a pharma detail, or a dealer discount grid, a fluent wrong answer is worse than no assistant at all.

  • Answers come from retrieval over your approved documents, not from the model's general knowledge, and they cite the source.
  • It does not fabricate an interest rate, eligibility rule, price, waiver, or regulatory requirement.
  • If the answer is not in the knowledge base, it says so instead of guessing.
  • If source material conflicts, it flags the ambiguity rather than picking a side silently.
  • It can recommend questions and next steps. It cannot approve, sanction, or decline. That stays with your officer.
  • A pilot can run on synthetic product data. Real customer PII is not required to prove the concept.

Manager view

One screen for every officer's readiness.

Completion is not the same as being ready. Scoring separates a memorized fact from the ability to use it when the customer objects.

  • 01

    Officers enrolled and module completion

  • 02

    Average assessment score, split by knowledge, understanding, and application

  • 03

    Top knowledge gaps across the team, so retraining goes where it is needed

  • 04

    AI assistant usage: what officers ask, and how often

  • 05

    Roleplay scores by skill, with the six-skill coaching scorecard

    Pilot build

  • 06

    Branch-level filtering so a branch manager sees their branch, and leadership sees every branch

    Pilot build

Live now vs. building for the pilot

What works today, and what is still being built.

Items on the left run today. Items on the right are in the pilot build. They are not live, and we do not sell them as live.

Live now

Proven end to end

  • Knowledge base and grounded retrieval from PDF, DOCX, or a website
  • Learning module generator with lesson summaries, takeaways, and a graded assessment
  • Assessment engine: knowledge, understanding, and application scoring
  • AI roleplay: a simulated customer raises 3 to 5 real objections
  • AI sales assistant with citations
  • Manager dashboard for scores, gaps, and usage
  • Multi-tenant data isolation and audit logging
Pilot build, not live yet

Four to six weeks, same architecture

  • Six-skill coaching scorecard: discovery, product knowledge, value, objections, compliance, closing
  • Meeting prep and meeting summary inside the assistant
  • Branch hierarchy and branch-scoped manager views
  • Role names and taxonomy that match how your institution actually organizes sales

A focused pilot

Ten to twenty officers. One flagship product. Four to six weeks.

We measure product-knowledge scores before and after, how officers use roleplay practice, assistant usage and the questions officers actually ask, and feedback from officers and managers. You get an adoption report at the end, and a clear view of what to expand next.

The goal is not to replace core banking, ERP, or CRM. It is to make every sales officer better prepared and more consistent from the first week of the pilot.

FAQ

Questions teams ask before a pilot.

What is Pramaan?
Pramaan is an AI sales readiness platform from Intertwine Technologies. You upload product PDFs, policy circulars, or a website. It generates a learning module, a graded assessment, and a live sales assistant grounded in that approved material, often the same day.
How is this different from an LMS or a chatbot?
A traditional LMS needs a course-design team and weeks of authoring. A generic chatbot answers from the model's general knowledge and can invent a rate or a rule. Pramaan generates the module from your documents, scores whether officers can apply the material, and answers only from the approved pack, with a citation.
Which industries does Pramaan fit?
It fits wherever a frontline person has to explain a product they did not write, under time pressure, with compliance on the line. That includes cooperative and commercial banks, NBFCs, manufacturing dealer and industrial sales, insurance, pharma and medical devices, professional services, and retail counters.
Does the assistant approve loans, quotes, or discounts?
No. It coaches and retrieves. It does not sanction, decline, or invent a price, rate, waiver, or eligibility rule. If the answer is not in your approved knowledge base, it says so.
How fast can a team go live?
Once you have a product pack, the knowledge base and learning module can be live the same working day. A focused pilot typically runs 4 to 6 weeks with 10 to 20 officers and one flagship product.
What do you need from us to start a pilot?
One flagship product pack (eligibility, sales guide, FAQ, compliance notes, or equivalent), 10 to 20 officers, and a manager who will look at readiness scores. Customer PII is not required. Synthetic product data is enough to prove the loop.
Does Pramaan make us compliant with the RBI directions?
No software does that on its own. Pramaan helps frontline teams stay within the product information you have approved, and supports your suitability-first sales process. Your compliance team decides what is approved and stays responsible for compliance.
Was Pramaan previously called AI Sales Copilot?
Yes. We renamed it to Pramaan in 2026. The product is the same.

Next step

Pick one product and a small team, and start this month.

Tell us the industry, the flagship product, and how many officers sit with customers. We will tell you whether a pilot is the right next step.