Before a sales visit, every minute counts. EP AI Advisor brings business information closer to the sales team’s daily work: a question via WhatsApp becomes the starting point for understanding the customer and preparing the next meeting.
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.
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.
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.
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.
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.