Sales copilot
A language model with retrieval over the catalogue, three suggestions with reasoning and a cross-sell prompt.
What it never does on its own
Never sends an offer. The rep clicks send.
– WHOLESALE AND DISTRIBUTION
Sales copilot and margin guard
Margin quietly disappears into discounts nobody is watching.
A rep loses time hunting for price and availability, and the offer goes out with a discount for a quiet life anyway. The offer comes together faster, and the company sees the moment the price drops below the profitability threshold.
What eats time today
- A rep searches the trading system, catalogues and spreadsheets by hand while the client waits.
- A discount comes off the price for a quiet life, because the margin is invisible at quoting time.
- Knowledge about substitutes sits in the heads of the best reps, not in the system.
What we build
Order first, AI later. This is a rollout done in stages, not a list of features to buy at once.
- An offer comes together in minutes rather than hours
- The moment the price falls below the profitability threshold is visible
- Substitute knowledge leaves people's heads and stays in the company
- The catalogue can be searched by description, not only by code
- The CFO looks at the same data, within their own scope
Where AI comes in
AI supports the rep while the offer is being built and protects the margin before a discount eats the profit.
Margin guard
Marks a line below the profitability threshold and offers a higher margin alternative.
What it never does on its own
Never blocks an offer from going out. It warns and suggests, the rep decides.
Real availability and ETA
Gives real availability instead of the declared one, broken down by branch.
What it never does on its own
Does not reserve stock automatically.
What this replaces
- manual searching in the trading system and in PDF catalogues
- price and substitute spreadsheets maintained by reps
- a margin report reviewed once a month
- asking a senior colleague what to substitute it with
Result
Sales speed up without getting cheaper than they should. The rep sees the effect of a discount as they grant it, not in a report.
What the company gains
- The rep answers before the client asks a competitor
- A new rep sells a wider catalogue from the start, without years of learning
- Substitute knowledge stays in the company when a rep leaves
- The CFO sees margin erosion before the quarter closes
Public funding
Public funding available: KFS, PARP and BUR
A rollout and team training usually qualify for public funding. We help with the application paperwork, but the awarding body decides.
Let us map your process
We start with process mapping. After it you know what to build and in what order, and you decide whether we continue.
Let us map your process →