B2B buyers bring requirements, constraints and unanswered questions. Solution Advisor gives those needs a structure: guided discovery, recommendations from your configured catalog, qualification and a shareable Solution Plan. Your buyer gets a reasoned next step. Your team gets the context to continue the conversation.
Designed around the decision
Ask the questions that reveal objective, context, timing, budget, and constraints before recommending.
Recommend from the product, service, and solution records the business has deliberately configured.
Show the signals behind every qualification score and the next action recommended to the sales team.
Compile the visitor's discovery record, recommendation, and next step into a branded, shareable deliverable.
Store contact details, captured needs, recommendations, score, and next action together in the lead record.
Control the advisor identity, tone, greeting, discovery questions, and selectable answer paths.
Use the dedicated hosted advisor page or add the universal script to an existing website.
Keep each company's catalog, advisor, conversations, leads, and installation settings separated.
Knowledge ingestion, CRM handoff, calendar connections, and advanced quality intelligence remain visibly upcoming.
The buyer leaves with a branded Solution Plan. Your team receives the captured needs, recommendation, qualification score, and next action in one lead record. Neither is just a transcript.