Enterprise DNA

Internal information · Live demo

Stock and price lookup for wholesale sales reps

Answers sales reps on the road about stock on hand at each warehouse, incoming stock dates, pack sizes, substitutes and a customer's price tier, and sends special price requests to the sales manager.

InternalSMSVoiceYour data Answers from your dataIntegrationsHuman handoff
Live demo

Talk to Lena at Ridgeline Foodservice Supplies

Ridgeline Foodservice Supplies is made up. Lena is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Reps standing in a customer's kitchen ring the office to check stock and price. Customer service is busy with orders, reps guess, and customers are promised stock that is not there.

How it works

  1. Reads stock on hand at each warehouse and the next arrival date from NetSuite
  2. Gives pack sizes and approved substitutes
  3. Tells the rep the customer's price tier, without changing it
  4. Passes special price requests to the sales manager with volumes and the competing price
  5. Passes allergen and food safety questions to the quality manager instead of answering them

What it connects to

  • NetSuite
  • Microsoft Teams
  • Phone system
Sample conversation
  1. Josh (sales rep)How many cases of the 10kg Ridgeline fries have we got? I'm with Harbour Cafe in Lyttelton.
  2. AgentHi Josh, it's Lena. Hornby has 64 cases of the 10kg shoestring fries. Dunedin has 12. The next delivery lands at Hornby on Tuesday 20 October.
  3. Josh (sales rep)What price are they on?
  4. AgentHarbour Cafe is Tier B, so NZD 38.95 a case plus GST, 5 percent off list.
  5. Josh (sales rep)They want a better price, their other supplier is at $36.
  6. AgentThat's Craig Doyle's call. I've sent him the request: Harbour Cafe, 10kg fries, about 6 cases a week, competing price NZD 36. He'll come back to you today.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

Book a discovery call →