Clarify needs with AI before advising

Start the sales conversation prepared.

Clarify plans and timing before personal advice. A configured AI chat collects initial answers so your team can start a focused sales conversation.

Discuss this solution See the journey

What makes a good customer interaction.

Research on timely responses and relevant customer care.

expect interactions tailored to them: 71%; Respondents expect personalised interactions as part of the customer experience.; McKinsey Next in Personalization · US consumer survey, 2021.
Personalisation study (opens in a new tab)
more customer issues resolved per hour: 15%; For customer support staff working with AI assistance.; 5,172 staff at a software company · 2024 version. AI assisted people handling chats.
AI assistance study (opens in a new tab)

From initial answers to a prepared consultation.

The right questions come first.

A configured AI agent asks about the project and timing. You define which information your team needs for advice.

Example: A short chat question clarifies whether a new build or renovation is planned. — Illustrative example · configured for your customer journey.

The details stay available to your team.

Agreed answers can be recorded in contact fields or a note. The conversation does not have to restart when your team takes over.

Example: A contact connects consultation interest, notes and an owner. — Illustrative example · configured for your customer journey.

The right person continues the consultation.

Your team takes over with the recorded needs. It can clarify open questions and decide the right next step.

Example: The team takes over an enquiry and plans the next step. — Illustrative example · configured for your customer journey.

Start sales conversations with more context.

Clarify needs before the consultation.

A configured AI agent asks about plans and timing so your team can advise with preparation.

Example: An AI chat clarifies a prospect’s plans.

Save your team the repeated opening questions.

Agreed answers remain in contact fields or notes for the next consultation.

Example: Plans and timing from the AI chat are recorded for consultation.

Route the need to the right adviser.

Configured assignment takes the recorded needs to the responsible person.

Example: An enquiry is assigned to the relevant teammate.

Assess enquiries by your criteria.

Use maintained details and configured scores to help prioritise consultations.

Example: A relevant enquiry is highlighted for review first.

Give suitable prospects a next step.

Your team clarifies open questions and offers a suitable appointment for personal advice.

Example: A booking link turns a chat into a consultation appointment.

Simplified examples, not live account data.

Start with your own customer journey.

We write the initial questions and decide where answers are saved. Then we test relevant and unclear enquiries and the handover to your team.

Your questions, answered.

Does AI decide whether a customer fits?

It can collect the details you define and route them according to configured rules. Your team keeps responsibility for professional judgement and sales decisions. A form submission alone does not start an AI chat.

How do we get started?

We write the initial questions and decide where answers are saved. Then we test relevant and unclear enquiries and the handover to your team.

Can my team continue the process?

Yes. We agree who handles each request and which details that person needs. Messages, tasks and ownership are configured to fit. Your team remains responsible for personal advice and decisions.

What needs setting up before launch?

We check the required features and connections in your account. Together, we review permissions, message templates and any usage costs. Then we test the complete journey with a sample contact.

Make your next customer interaction count.

We’ll show you how this solution fits your business and your team.

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