Convert Your Leads 5x Faster for Make-to-Order Products

Leverage 24/7 Product Advisory, Customer Insights, and Automated Workflows to Transform the Sales Process.

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Tailored For Custom Products

Windows & Doors

Blinds & Shutters

Cabinetry

Remodeling

How We Deliver Value

1. Provide a 24/7 Conversational Advisory Experience

Delight your customers with in-depth knowledge and engaging interactions, while freeing your team from repetitive queries and time-consuming educational tasks.

2. Educate Leads with Out-of-Box Knowledge Base

Curate educational contents from millions of data sources. Easily extend the knowledge base with your proprietary content and product catalog data.

3. Optimize Leads Management with Insights & Automations

Uncover insights of each lead for better downstream decisions, while optimizing key steps (qualification, proposal drafting, CRM update etc.) through workflow orchestrations.

AI-Powered Leads Lifecycle Management

1. 24/7 Leads Education & Capturing

Omnichannel Integration

Embed your AI sales advisor across your website, SMS, email, and social media channels.

Automatic CRM Update

Extract important leads information and ingest leads data into your CRM tables, automatically

Proactive Interactions

Tailor product advice based on each customer’s profile and preferences.

Configurable Data & Logic

Integrate your proprietary knowledge and business logic for accurate, on‑brand responses.

conversation

2. Data Platform for Entire Leads Operation

Built‑In Knowledge Base

Provide out-of-box knowledge which is integrated with your AI advisor by default

Unified Data Management

Manage and orchestrate your CRM/Product/SOP data within the same platform, with diverse data types support (excel, pdf, docs, html etc.)

Real‑Time Content Editor

Collaboratively edit proposals or any document with teammates. Easily link new documents to existing database tables & your AI advisor.

Automatic Proposal Drafting

Extract leads requirements, match with your product catalog, pricing tables and generate a complete proposal draft for your team to iterate on

3. Leads Insights & Workflow

Automatic Leads Labeling

Analyze chat transcripts and categorize leads with configurable tags for downstream analytics (qualification & proposal suggestions).

Lead Qualification Analytics

Automatically generate assessment for better lead qualification, through configurable AI assistance

Auditable Interaction Logs

Audit every lead interaction with robust filtering and search to constantly optimize your top funnel performance.

Powerful Workflow Builder

Automate tedious tasks, such as CRM update, line items matching, quote calculation etc, to convert your leads faster.

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Engineered by Talents from Top Organizations

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