Product questions and order enquiries.
Plan an AI voice or chat pilot for showroom questions, B2B enquiries or order support. Choose one workflow and define the information needed for the right person to take it forward.
Discuss your sales enquiriesProduct questions and new sales enquiries
A question about dimensions, a request for a volume quote and a missing order need different sources and different next steps.
- Example
A buyer checks the dimensions
Someone asks whether a sofa fits a space and comes in a particular finish. Approved dimensions can answer one question; current stock needs a separate check.
- Example
A company requests a quote
The useful first details are the product or service, quantity, delivery location and timing. The rep prepares the commercial response.
- Example
A customer asks about an order
General delivery policy may answer part of the question. A specific order status requires an authorized lookup and an appropriate identity check.
Showroom, B2B and order support
A first pilot can focus on one of these workflows. The source information and staff-review rules determine which questions it can handle.
Showroom enquiries
The approved product catalogue supplies dimensions, finishes and other product details. A visit request includes a preferred time; stock and appointment confirmation depend on verified availability.
B2B intake
The requirement, quantity, territory and timeline help the rep prepare a response. Your team’s criteria route the request; pricing, negotiation and exceptions remain with the rep.
Order support
General policy questions use your approved information. Account-specific requests need authorized store access and identity checks; helpdesk ticket creation requires its own connection.
Product accuracy and customer data
A catalogue entry can answer a product question. Live stock, delivery dates and account details need their own current sources and access rules.
Payment details
The proposed intake excludes card-number requests and directs payments to your approved channel. Sensitive details volunteered by a customer need specific handling in any stored records.
Recording and records
Decide whether you need recordings, summaries or both. Verify notices, access and retention in the selected setup; do not assume that switching off audio removes all stored data.
Permission to follow up
Agree on how customers request a callback or message and how permission is checked. Define how they can stop further contact before adding follow-up to the pilot.
Unknown price or availability
When an approved source does not answer the question, leave it pending for staff. Do not infer a discount, delivery promise or stock quantity from old product information.
Common questions
Can it connect to our CRM and store?
We review each connection, its permissions and the task it needs to support. Reading an order status and creating a sales lead need separate verification before inclusion.
Can we choose the qualifying questions?
Yes, for the pilot script. Use separate questions for showroom and B2B enquiries where they serve different purposes, and review changes before use.
When does a person take over?
Define requests that need staff, such as complaints, negotiation or a customer asking for a person. Agree on destination, hours and the fallback; staffing and live transfer are separate parts to verify.
How many calls can it handle?
Capacity depends on the selected provider, setup and scope. Use your expected volume and peak periods to agree on limits, overflow handling and tests before launch.
Which customer languages can we include?
Select the languages you need and test product names, quantities and dates in each. Agree separately on the languages available from your human team.
What if the buyer wants a salesperson?
The pilot should make that request clear and use the agreed contact route. It must not force a buyer through qualifying questions before they can ask for personal assistance.