Use case.
Broker Sales Assistant.
Navigating the intricate world of sales can be daunting for brokers. This assistant provides real-time insights, product details, and market trends, enabling brokers to close deals more efficiently and effectively.
Supercharged sales support
Lightening fast access to crucial sales documentation
Support real time decision making with right information
Develop personalised responses based on product specifics
What you previously had to do.
Manual search to locate the right information potentially while customer is on the hotline.
Be required to reach out to an expert to help further explain more complex products.
Spend time personalizing a response to the customer, while seeking assistance.
What this task now looks like.
Submit queries and receive immediate responses from an extensive knowledge database that understands your products.
The knowledge base can be trained understand and interpret a range of products from simple to complex.
Utilize the information provided to respond to client inquiries, develop strategies, or make decisions, all in real time.
You can choose from various LLMs.
For this use case, we recommend Azure GPT-3.5.
Navigating the intricate world of sales can be daunting for brokers. This assistant provides real-time insights, product details, and market trends, enabling brokers to close deals more efficiently and effectively.
Train from different data sources.
Data examples.
You can train your Generative AI assistant from different data sources. Here are some examples.
Product catalog
Includes details of available the various products, enabling easy reference and recommendation based on client needs. Product catalogue can consist of PDF documents as well website pages.
Sales playbooks
Sales playbooks are standardized guides for sales teams, outlining key strategies and tactics for various scenarios. They ensure consistency and success in the sales process.
This might also be relevant for you.
Further resources
We have collected a list of resources that might be helpful for you to learn more about this use case.
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