Solution

Generate commercial opportunities

Interest dies if someone has to copy the chat into the CRM. If your systems take a structured request, the assistant opens it — with the confirmations you require.

The business problem

The customer asks for a quote or a visit, then waits. Sales rebuilds the details. The connection creates the same record your team already works — not a parallel inbox.

In the assistant

Capabilities we design

Information requests. A structured note your team can answer.
Quote or proposal requests. When the destination system can store the required fields.
Appointment or reservation requests. When a calendar or booking tool already exists and allows the action.

What this is not

A promise of more pipeline or closed revenue.
A CRM replacement.
Automatic creation of irreversible orders without confirmation.

Requirements

A destination system with permission to create or update records.
The minimum fields the team needs to follow up.
Confirmation rules for anything that commits the company.
A definition of what “qualified enough” means for your process.

Indicators to agree

Requests received through the connection
Share of requests with enough data to follow up
Time from the customer question to a registered record
Requests rejected or held for confirmation

Questions on this solution

Will this create duplicates in the CRM?

That depends on identifiers and matching rules in your system. We design for the interface you have; we do not invent a unique customer graph unless you already have one.

Can we skip confirmation?

You can, if the action is low risk. For anything that commits stock, price or a person's calendar, we recommend an explicit confirm step.

Usually combined with

Want requests to land where your team already works?

Name the destination system and the action you would allow on day one: information, quote or appointment.

Discuss this solution