Meet Kantiv Agents: AI Agents That Put Your Firm's Knowledge to Work

You are expected to own pursuit strategy while still producing every SF-330, letter proposal, and compliance package on a two-week clock.

When a new RFP drops, sadly, the strategy is not what happens first. We often start with search. Where is the last proposal for a project like this? Who has the most current resume? What did the client score heavily last time?

That is not a time management problem. It is a knowledge access problem.

Your firm already has everything it needs to start that pursuit strong. The right project examples, the client history, the win themes that have worked before. The problem is that knowledge sits in folders nobody can search fast enough, in systems that do not talk to each other, and in the memory of the person who is already on three other pursuits.

We built Kantiv Agents to close that gap. AI agents that turn your firm’s institutional knowledge into action across the pursuit lifecycle, giving you more capacity to focus on strategy and revenue-driving decisions.

Introducing Kantiv Agents

Today we are launching Kantiv Agents: three families of purpose-built AI agents that run on your firm's own projects, people, clients, and pursuit history. Every agent is grounded in what your firm has proven, not what generic AI assumes.

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Data Agents: Keep your firm's knowledge accurate and ready

Your project history, resumes, and project narratives are scattered across systems, folders, and people's heads. The knowledge does not decay because anyone is careless. It decays because the volume of work makes manual maintenance impossible.

Tagging Agent classifies every upload against your firm's taxonomy the moment it enters Kantiv. Projects, documents, resumes, and images tagged automatically on arrival. Searchable the day they come in. Findable the day someone needs them.

Data Collection Agent captures project knowledge directly from the people who delivered the work. A structured voice conversation over a browser link turns what experts say into proposed field-level updates. The principal talks for ten minutes. Marketing reviews and approves. The record is updated before they move on to the next job, ensuring that the library is always up-to-date. 

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Brand Agents: Your standards on every submission, without the manual review

A style guide in a shared folder is a suggestion. Whether it shows up in the work depends on who reviews the draft, how much time they have, and whether the writer knew the rule in the first place.

Style Guide Agent reads every draft before it leaves the building. Flags off-brand language inline, cites the rule it broke, and suggests a fix while the work can still be changed. The writer sees the standard in context. The reviewer focuses on the argument.

‍Image Compliance Agent checks every visual against your brand standards before the document goes out. Wrong aspect ratio, outdated imagery, unapproved treatments: surfaced before submission so the team can fix it in time. Consistency stops depending on who has time to check.

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Insights Agents: Turn pursuit history into pursuit decisions

Every time your firm pursues a repeat client, the answers already exist in Kantiv. What the client has asked for before. Which criteria they weigh most heavily. Where your submissions have been strong and where the same gaps keep appearing.

Today, pulling that together takes hours. And depends on who has time and who happens to remember.

Client Intelligence Agent does that work for you. It reads every RFP the client has issued and every proposal your firm has submitted and returns a structured report before the pursuit opens. What the client consistently prioritises. Where your firm has been strong. Where the gaps keep appearing. What to do differently this time.

‍Go/No-Go Agent (coming soon) reviews the client relationship, the opportunity requirements, and your firm's relevant experience and surfaces a recommendation before the team commits. The decision stays with your team. The evidence gets there first.

Win Theme Agent (coming soon) turns the client's stated priorities and your firm's proven strengths into clear pursuit themes from day one. Grounded in what this client has responded to before.

Why now?

AI made polished proposals table stakes. Every firm can produce them now. That means the edge has moved somewhere else.

It belongs to the firm that understood the client before the RFP dropped. The firm that made the right go/no-go call before committing two weeks of their best people. The one that walked into the kickoff with the client's pattern history, not a blank page.

That knowledge advantage exists only if your firm's knowledge is organized, current, and deployable before the pursuit opens.

Most firms are not there yet. The knowledge exists. What has been missing is a system that acts on it automatically, tagging what comes in, enforcing standards on every draft, and surfacing client intelligence before the pursuit opens. That is what Kantiv Agents does.
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If you are already on Kantiv, reach out to your Customer Success Manager to get started. If you aren’t on Kantiv yet, book a demo today, and we will show you how Agents work in practice.