Business data, just a message away.
Prepare your next sales visit with EP AI Advisor: ask for a customer summary via WhatsApp, using text or voice, and consult information retrieved from business systems according to your permissions.
Less searching. More time for customers.
Purchases and products
Summarise available products, quantities and values. Compare revenue with previous periods and explore order frequency and purchase mix.
Terms and proposals
Consult commercial terms and gather ideas for replenishment or new proposals, to assess and verify with the customer.
Information on the move
Ask a natural-language question, including by voice message transcribed by the system. Answers use the request context and data from enabled use cases.
One request, the customer’s context.
Before a visit, ask for a purchase summary and support in preparing new orders. Continue the conversation to explore products and terms: answers depend on available data and the configured scope.
From question to answer: five steps.
Message
Receive text or transcribe audio.
User
Identify the user and check permissions and visibility.
Context
Interpret the question and use case.
Data
Retrieve authorised information through defined services and queries.
Answer
Generate an AI summary based on the retrieved information and send it to the user.
Connected to your business systems.
WhatsApp is the channel described in the solution. A web interface and other channels, including Microsoft Teams, are options to configure. Sources connect through APIs or databases according to the architecture; the AI engine is selected based on quality, costs and requirements.
Access and operations
Identity and permissions define the information scope. An orchestration component manages messages, context and answers; logging, monitoring and error handling are part of the target architecture and must be defined for the project.
From use case to pilot project.
We define priority questions, sources, users and visibility. We test real requests, verify answers and measure usage before assessing activation. Response times, information quality and usefulness to users guide the value assessment.
Costs based on actual usage
The assessment includes development, channel configuration, integrations and maintenance. Usage costs depend on message volumes, AI model, audio transcription, channels and infrastructure: estimates are based on actual tests.
A demo based on your sales team’s questions.
Start with a customer and a recurring request to assess data, access, answer quality and operational value.