Product Configuration Sales Advisor
Customers configure and price it themselves.
Business Benefits
- Fewer configuration errors
- Faster quote turnaround
- Higher attach rate on add-ons
- Sales team freed from manual quoting
Key Features
- Guides customers through product configuration
- Validates compatible options and constraints
- Generates accurate quotes in real time
- Recommends upgrades and add-ons
- Hands finalised configurations to sales/ordering
Interaction Channels and Integrations
Connects to
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HubSpot
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Salesforce
User Interaction Channels
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Microsoft 365 E-Mail
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Google Workspace E-Mail
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Google Chat (Read, Reply)
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Twilio Voice
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WebChat (Widget)
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ElevenLabs
At a Glance
Trigger
a customer starts a configuration
Human in the loop
sales approves the final configuration and price
Modelled time saving
69% across 5 core processes
Customers self-configure complex products correctly, and quotes are right the first time.
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