Commercial solution

Consultative Sales Agent

An AI agent that supports, qualifies, and guides customers using the company approved commercial knowledge.

How this solution works

The agent talks to customers or sellers, checks commercial policies, catalogs, conditions, FAQs, and authorized history, and moves the conversation to the next commercial step. When human judgment is needed, the flow routes to the right team with context preserved.

Platform + Aptabit services

The solution combines Aptabit Platform capabilities with design, deployment, integration, and assisted-operation services.

Platform applied

Chat, published agents, commercial knowledge base, workspace permissions, handoff flows, and usage trace.

Services involved

Commercial journey mapping, agent design, CRM/ERP/channel integration, and team enablement.

Expected outcome

Faster support, better qualification, fewer missed opportunities, and more conversations converted into pipeline.

Possible applications

Examples of processes where this solution can be adapted.

B2B pre-sales

Initial qualification, technical answers, and seller-ready summaries.

Partner channel

Guidance on products, commercial rules, eligibility, and next steps.

Proposal support

Help checking conditions, required documents, and negotiation status.