Sales and product advisor agents
Many customers leave because they cannot work out which product or plan suits them. An advisor agent asks the right questions and guides them to a good choice.
What we build
- An agent that asks about needs and recommends from your range
- Comparison and explanation of products or plans
- Hand-off to a salesperson for the final step
- Placement on your website or messaging channels
What we need from you
- Your product or plan details and who each suits
- Your pricing rules, as the agent can only quote what you tell it
- Common customer questions and objections
- When a salesperson should step in
What to keep in mind
- Recommend honestly. A good advisor sometimes points to a cheaper option or says a product is not a fit.
- Keep information current. Prices and features change, so the agent's source must stay up to date.
- No invented promises. It should not offer discounts or guarantees you have not approved.
How we work
We follow four steps on every project: brief (you tell us what you need), design (we build it and share progress), refine (you review and we iterate) and deliver (final files, live deployment or handoff). Not sure where to start? Book a free consultation.
Related: Customer support chatbots, Chatbot interfaces, Sales funnels.
Frequently asked questions
Can it replace my sales team?
It handles the early questions and guidance. Your team still closes and manages the relationship.
Can it quote prices?
It can quote the prices and rules you give it, and nothing else.
Where can it run?
On your website or messaging channels, depending on what you need.
How much does an advisor agent cost?
It depends on the scope and complexity of what you need. Tell us about your project and we will come back with a plan and a price after a free consultation, with no obligation to proceed.
Want customers guided to the right choice?
Tell us about your products and how customers choose today.
Book a FREE Consultation