iiautomation · Products
AI for sales
Assistants for customer inquiries, request clarification and handoff to staff.
Discuss a taskWorkflow example
iiautomationFrom inquiry to CRM handoff
Customer inquiry
Customer question · Clarifying answers · Conversation history
- 1Clarify
- 2Context
- 3Handoff
Process output
Inquiry in Bitrix24
- Collected details
- Conversation context
- Handoff to staff
Who it is for
For teams handling recurring questions and collecting inquiry details.
Scope
- Answers from company materials
- Request clarification and structured details
- Handoff to a person
- CRM and pricing-rule integration
What is needed
- Product and service materials
- One inquiry channel
- Answer and handoff rules
First step
Start with one scenario and review answers and handoff using your examples.
Project examples
ЮПС
Sales & service
An AI assistant handles inquiries in Bitrix24
Incoming conversations can be handled after hours, and managers receive the details collected by the assistant.
Read moreDeliveryCars
Sales & service
A clearer way to quote vehicle transport
Managers receive structured requests and can verify how the quote was calculated.
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Sales & service
An AI assistant for equipment technical support
Customers receive a documentation-based answer or a clear route to service. For complex or hazardous issues, the assistant asks them to contact specialists.
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