Repeated product questions
Guide customers using the product information approved for the implementation.
ACTSMART · AI SALES AUTOMATION
Guide customers through questions, product choices, pricing inputs, and quotation steps with a conversational assistant connected to the business logic that matters.
Opens the dedicated ActSmart AI Sales Assistant website.
I need help choosing a product and calculating a quote.
I’ll guide you through the relevant options and information.
Ready for review
Business problem
Businesses with configurable products often need more than simple FAQ answers. Customers may need guidance through materials, dimensions, options, services, pricing rules, and the next step toward a quotation.
Guide customers using the product information approved for the implementation.
Collect relevant choices before applying the configured calculation rules.
Prepare a structured summary for review and the agreed next sales step.
Core workflow
The steps included in a deployment follow the agreed business workflow.
Collect the relevant customer need, product interest, and initial context.
Ask focused questions about products, dimensions, options, or services.
Use configured product information and pricing rules where included in the implementation.
Present a summary, calculation, quotation document, or handoff according to the agreed workflow.
Main capabilities
Available capabilities depend on the product data, business rules, integrations, and implementation scope.
Ask focused questions and explain relevant choices using approved product information.
Support the languages and content agreed for the customer journey.
Collect the details needed for configuration, calculation, or a sales handoff.
Apply pricing logic included in the implementation to the selected configuration.
Prepare quotation information or documents for review where this is in scope.
Connect selected data sources and workflows where technical access supports it.
PRODUCT DEMONSTRATION
Example use cases
The assistant is configured around the business’s approved information and workflow. Human review can remain part of the process where required.
CONNECTED WORKFLOW
Depending on the implementation, the assistant can connect to product data, Django applications, APIs, email workflows, quotation documents, CRM-related processes, or accounting-related quotation workflows.
DEDICATED PRODUCT WEBSITE
Visit the dedicated ActSmart website for the full product presentation, interactive concept, workflow details, and demo options.
actsmart.seResponsible implementation
AI-generated responses and calculations should be tested against the agreed business rules. The appropriate level of human review depends on the workflow and the consequences of an incorrect response.
AI FOR REAL SALES WORKFLOWS
Show us where customers need guidance, where quotations take too long, or where the team repeatedly collects the same information.