Socket can now draft a proposal for you from a call transcript or a few rough notes. Paste in what you have and the AI matches what it finds against your pricing menu and existing clients, then builds a draft ready for review. What used to be fifteen to thirty minutes of admin after a good call is now an upload and a review step.
Socket AI only ever creates drafts. Nothing is sent to a client until you've reviewed and sent it yourself, exactly as with any other proposal.
Where to find it
Go to the Proposals page and click Generate with AI, next to the New button. The wizard walks you through five steps: Source, Context, Agent run, Review plan, and Draft ready.
Step 1: Tell it where the discovery is from
This is where you give the AI its raw material. A full call transcript works brilliantly, but so does a handful of rough notes typed straight into the box.
Upload a file or paste directly, and don't tidy anything up first. Even something as loose as "met a cafe on the high street, I think they're called Lofa Ltd, they probably want standard services and a Xero conversion" is enough for a well structured draft.
Then choose who the proposal is for:
New Prospect: Socket creates the client record from your notes.
Existing Client: links the proposal to a client you already have, for renewals or scope changes.
Let AI Decide: searches your client list and matches automatically. Pick this if you're not sure.
Step 2: Add a bit more context (optional)
Add any background your notes don't cover: a referral source, how urgently the client wants to move, or related clients.
There are two toggles here. "Use my pricing templates" applies your saved bundles where they fit, and "Use my design templates" lets the AI pick the most suitable presentation profile. We'd recommend leaving both on.
Once you're happy, click Start agent.
Step 3: The agent runs
A live timeline shows the agent reading your notes, identifying the client and services, and checking everything against your pricing menu. The AI can't invent services that don't exist in your practice.
You don't need to sit and watch. Leave the tab and a draft plan will be waiting when the run finishes.
Step 4: Review the plan
Before anything is created, the AI shows you its full plan to approve or override, with a short summary at the top explaining what it's understood.
If anything essential is missing, you'll see a callout. Some fields, like a contact name and email, block the draft until they're filled, and you can add them right there. Below the callout you might also see missing data points that aren't essential but would improve the proposal.
The Clients section shows who the proposal is for and whether the AI matched an existing client. If there's no match, create a new record or link one manually. You'll also see the pain points the AI picked up from your notes, carried through as companion notes on the proposal.
The Services section lists every line the AI wants to include, each with a confidence indicator. A medium or low confidence chip means "I think they need this, but check me." Anything tagged Extra is speculative rather than core. Remove any line with a click; prices, drivers, and individual lines are editable once the draft opens.
Work that doesn't map to your pricing menu, like a one off bookkeeping migration, is drafted as an ad-hoc project with a written scope. Check these carefully.
Once you're happy with the plan, click Generate draft.
Step 5: Your draft is ready
The proposal lands in Socket as a draft on the proposal dashboard under the Ai proposal dashboard.
Open it, adjust pricing and wording, check the presentation, and send it when you're ready.
The AI never contacts a client or sends anything on your behalf.
Getting the best results
The biggest lever is your Socket setup. The AI builds from your pricing and design templates and pricing menu, so tidy templates and clear service names make a real difference.
On the input side, don't overthink it. The generator works with whatever you have, and the review step catches gaps. That said, richer notes mean a richer draft: the full business name, the client's own description of their frustrations, the services you agreed, and the numbers that drive your pricing all flow straight in.
The Socket AI can't look anything up externally. It works only from what you give it plus your pricing menu and design templates, so if a detail matters, make sure it's in your notes or add it at the context step.
Using it from Claude or ChatGPT
The same capability is available through Socket's MCP connection. Ask Claude or ChatGPT to draft a proposal in plain English and it will build and validate it in exactly the same way, landing in Socket as a draft for your review. See Connecting AI Assistants to Socket (MCP) to set that up.
Questions or feedback?
This is an open beta and your feedback shapes where it goes next. If something doesn't work the way you expected, or you've got an idea that would make it more useful, message us via the chat icon in Socket.