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ConsulPoint for sales and customer service

AI for business teams: answer with context and prepare the next step

ConsulPoint connects knowledge, conversations and applications to support sales and service teams. Agents can help find authorised information and prepare responses, while people remain responsible for commitments, exceptions and conditions offered to customers.

Discuss a use case for this departmentUse cases and checks

Product information ·

ConsulPoint for sales and customer service

What to scope first

Start with common questions or information preparation, defining what may be communicated externally. An internal document, negotiated condition or response prepared in the auxiliary panel must not automatically be treated as publishable content.

Use cases and checks

Example configurations, not commercial results or complete solutions included by default. Applications, integrations and controls are scoped for each project.

Handle enquiries in a connected channel

Situation
The team receives repeated questions and needs to consult product information before answering.
With ConsulPoint
Configure an agent with authorised sources and connect it to the applicable channel. The team can supervise and intervene; the auxiliary panel supports analysis or response preparation according to available functions.
Components
SituationWith ConsulPointConversationsKnowledge CentreWhat to validate
What to validate
Check responses, languages and intervention scenarios in the chosen channel. Do not assume automatic continuity across every channel.

Prepare a commercial enquiry

Situation
Customer requirements arrive in emails or documents and are transcribed again before a proposal is prepared.
With ConsulPoint
Classify the input, extract relevant fields and use an application to review the information. A Workspace can bring together resources and participants for the commercial context.
Components
SituationWith ConsulPointSmart InboxIntegrated applicationsWorkspacesWhat to validate
What to validate
Review requirements, references and data before sharing a proposal or updating the CRM. Prices and commitments require business criteria and authorisation.
ConsulPoint for sales and customer service

What to prepare for a demonstration

3things to bring to the demo

  • Product information authorised for external use and its boundaries.
  • Representative questions and requests from the chosen channel.
  • Review owners and CRM documentation if a connection is required.
Product information

How to evaluate the result

Compare response or proposal preparation time, incomplete requests and necessary reviews. Record intervention reasons to improve sources and instructions, without assuming increased sales or automatic resolution.

Frequently asked questions

Questions from this department

Can a person review a response before sending it?

The auxiliary panel can help prepare it without automatically sending it to the main thread. Oversight and intervention modes must be confirmed for the chosen channel and configuration.

Does ConsulPoint replace our CRM or contact centre?

It can coexist with current tools. Conversations, applications and integrations are scoped for each use case; a complete CRM or finished call centre is not assumed.

Which channels can be connected?

The platform supports internal conversations, WhatsApp, Telegram and connected applications. Which channels are available and how they are supervised depends on the configuration chosen for each case.

What information does the agent use to answer?

The knowledge in the folders it is authorised to access, within the configured permissions. That is why it helps to gather current commercial documentation first and assign owners to keep it up to date.

How do we start with a commercial use case?

By choosing a frequent type of enquiry or request, gathering the necessary documentation and defining when a person should step in. Then test with real enquiries before widening the scope.

Solutions

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