Understand the purchase
Use the first message and earlier conversation to establish the product, intended use and material constraints. Ask for a missing size or delivery area when it changes the offer.
Customer + assistantRETAIL & SHOWROOMS / OPERATING CONTEXT
Keep the whole sale together, from shortlist to after-sales.
Build a showroom system that carries a shopper’s preferences into a product comparison, a scoped quotation and the work needed to fulfil it. Sales, stock and service staff receive the same customer context, with each tool connection defined around your actual catalog and operating process.
Discuss your workflow01 / THE WORKFLOW
Connect the steps.
Keep the context.
Compare real catalog options
Explain the supplied variants, dimensions, photos and listed prices. Read stock from the agreed source and identify information that has not been refreshed.
Assistant + catalog ownerPrepare the right quote
Create a PDF from the chosen items, configured delivery or assembly services and pricing rules. Keep selections, assumptions and any stock condition visible; a showroom visit is optional.
Automatic quote workflowTurn acceptance into an order task
Record the customer’s decision separately from payment. Assign stock reservation, payment verification and order confirmation through the actual permitted process.
Sales advisor + order deskCoordinate fulfilment
Give the dispatch team the accepted items, address requirements and agreed access notes. Share a delivery time only after the delivery process confirms it.
Stock + delivery teamContinue after the purchase
Connect delivery questions, assembly concerns and return requests to the order. Keep feedback and useful preferences available for a relevant future enquiry.
Service team + customer owner02 / CONNECTED SYSTEMS
Built around your existing tools.
Catalog & stock source
Read agreed product fields and availability; scope any reservation write separately, including what happens when stock changes.
Quotes, orders & billing
Link quote lines to the accepted order and its invoice reference. Payment status comes from the configured billing source or a responsible staff confirmation.
Delivery or visit schedule
Pass the selected items and customer requirements into the accessible scheduling process, then bring its confirmed status back to the conversation.
Shared customer record
Connect the enquiry, quote and service history, including staff-written call notes or available verified meeting notes matched to that customer.
03 / OPERATIONAL VISIBILITY
Make the open
questions visible.
- Which quotes are waiting on the customer, and which are waiting on stock or an answer?
- Which accepted orders still need payment verification, reservation or a delivery commitment?
- Who owns each open delivery, damage or return request?
- Which product questions and service concerns keep appearing in customer conversations?
Know what to expect.
Does an automatic quote mean stock has been reserved?+
No. The quote can use recorded availability and state its conditions. A reservation or delivery commitment needs confirmation from the actual stock or fulfilment process.
Can this work with our existing shop software?+
We scope the exact reads and updates the workflow needs, then check whether your software and account access support them. An integration is defined for those operations rather than assumed from a product name.
Can the team continue a conversation after a phone call?+
Staff can add a concise call note and the next commitment. Available verified meeting notes can also be connected, so the next person has the relevant context without an implied live AI calling service.
Start with your operating reality.
Scope the workflow, the access and the measures of success together.