Sales Assist agent
Planned: will suggest what to do next on an order or with a customer, tell you why, and let you undo it.
Validated with each clientWhat does Sales Assist replace? The work of a sales executive: decide what to do next on an order or with a customer. Planned: will suggest what to do next on an order or with a customer, tell you why, and let you undo it.
Shows why
It shows its reasons and how sure it is on every draft. When it is not very sure, it only brings the item to your notice.
Waits for you
Nothing is filed, paid or posted until a person says so.
Gets reviewed
Every approval and correction is recorded, so you can see how well it does on your own books.
How this agent is meant to work
This page describes the agent as it will work for you. It is set up and checked with each client before it reads your orders and customers.
- A sales executive opens an order or a customer. Sales Assist looks at the record in front of her.
- It suggests one next step. The questions we set it up for are the ones an executive asks before moving on: is the price right, is the stock there, is the customer within their credit limit.
- It shows its reasons and how sure it is. If it is not very sure, it only brings the item to her notice and does not suggest an action.
- She accepts, changes or ignores it. A suggestion she accepts is meant to be undoable.
Tell us where your sales team loses time between an order and a delivery. We will set the suggestions up around it.
What a person decides
- Whether to act on a suggestion at all.
- The limits you set, such as credit limits and price rules. Sales Assist works within them; it does not change them.
- Anything sent to a customer. Nothing is filed, paid or posted without a person.
Ask Kinnow about this
Ask in plain English. Before it answers, Kinnow shows where the answer will come from and what it will cost, and it uses only what the person asking is allowed to see.
| You could ask | What the answer shows |
|---|---|
| Which open orders are waiting on stock? | Orders with the items that are short |
| Which customers are close to their credit limit? | Customers with outstanding amount against limit |
| What did we quote this customer last time? | Earlier quotes with date, items and rates |
Bring five orders that went wrong last month. We will show where a suggestion would have helped.
Works with
Part of Sell. Nearby:
- Quote Writer drafts the quotation the next step often leads to.
- Collections follows up overdue customers on a schedule.
- Follow-up Scheduler keeps open enquiries from going cold.
- Lead Scorer ranks new leads for the team.
Questions
What does the Sales Assist agent do?
Planned: will suggest what to do next on an order or with a customer, tell you why, and let you undo it.
Does Sales Assist act on its own?
No. It will suggest the next step and tell you why. A person approves before anything is posted, sent or paid, and you will be able to undo it.
Does Sales Assist learn?
Kinnow keeps every approval and rejection, along with how sure the agent said it was, so you can see how it does on your own books. We do not describe it as changing its own behaviour; corrections are kept so they can be reviewed with you.
How is it paid for?
It is part of your agent pack, and there is no charge per user.
What kind of suggestion will Sales Assist make?
The next step on an order or with a customer, such as checking price, stock or credit limit before the order moves on. The exact suggestions are agreed with you when it is set up.
Can I undo something it suggested?
That is the design: a suggestion you accept can be undone, and every approval and correction is recorded.
Tell Kinnow what slows you down.
Answer three questions. Get the applications, the agents and a two-week plan for your business.