Connect product information
Sync the supported product data from AutoCount or SQL Accounting and add descriptions useful to the assistant.
Explore the toolsRetail & distribution
Give a product enquiry a connected path to purchase.
Bring product knowledge, customer conversations, accounting documents, and website checkout into a coordinated business process.
A price question can trigger a chain of product lookups, quotation preparation, and manual messages. The conversation and the document should refer to the same information.
AN EXAMPLE APPROACH
Make the work flow.
A practical starting point.
Tailored to your actual operation.
Build the quotation process
Use workflow triggers and accounting actions to prepare supported documents and return the result to the next step.
Explore the toolsOffer a purchase route
Where a website checkout fits, publish products and pay buttons and track order status in Sites.
Explore the toolsWhat this approach is designed to support.
- Product context connected to enquiries
- Repeatable quotation steps
- Visible purchase and follow-up records
BUILT AROUND YOUR BUSINESS
Talk to the DJC team Let's design this around your team.
Tell us how your team works. We'll help you find the right place to start.