Discovery is where most deals quietly lose time. A solution architect runs a call, takes notes, and then spends the next several days turning that conversation into requirements, a scope, and an estimate. Usually by hand, usually alone, and usually as the bottleneck everyone else is waiting on.
Today we're launching Agentic Customer Discovery: instead of running discovery from your side and writing it up afterward, SourceWizard sends your customer a guided discovery, builds the requirements from their answers, and hands you back a scoped, estimated deal at the end of a single session.
What it does
Your customer gets a guided discovery instead of a blank questionnaire. SourceWizard asks them one question at a time about what they're trying to achieve, where scoped requirements should live, and what success looks like, adapting each question based on their previous answers. It behaves like an experienced architect running the room, not a static form.
Every answer they give does real work:
- Requirements build as the customer responds. Each answer turns into a concrete requirement in the planning environment, in real time. By the time the customer finishes, the deal model already exists. Nobody on your side had to write it up afterward.
- The discovery goal is tracked. SourceWizard knows what it still needs to ask. Once the customer's answers are enough to scope the work, the discovery goal is marked Achieved, an explicit signal that the deal is ready to move forward rather than a guess.
- One live model per deal. Meetings, requirements, decisions, and the estimate all live in the same always-current place, so the full context of the deal isn't trapped in one person's head or scattered across docs.
From conversation to estimate
Once the customer completes discovery, SourceWizard generates a first-pass scoping plan from the requirements it captured: staffing, budgeted hours, an estimated go-live, blended bill rate, and projected margin. It's not a final proposal, but it's a grounded starting point produced from what the customer actually said, not from memory and a spreadsheet.
From there the scoped requirements sync into your CRM, so the discovery hands straight off to delivery instead of getting re-keyed by the next person who touches the deal.
Why we built it
We built this because customers kept asking for it. Across our conversations with system integrators, the same request came up again and again: they wanted a way to put discovery in front of their own customers and get back something structured, instead of running every call themselves and writing it up by hand afterward.
The reason is always the same. Writing code was never the bottleneck, and neither was running the sales call. The bottleneck is the gap between them. Turning a discovery conversation into agreed requirements and a defensible estimate is a step that depends on one or two senior architects and stretches from days into weeks.
Agentic Customer Discovery attacks that gap directly. The goal isn't to replace the architect's judgment. It's to compress the manual translation work that sits around it, so time-to-proposal drops from days to minutes and the architect's expertise scales across the whole pipeline instead of one deal at a time.
Try it
Want to see it on your own deals? Book a demo and we'll walk you through sending a discovery to your customer and turning their answers into scoped requirements and an estimate.