Platform
Turn the product details, sales guidance and common questions in your company materials into catalog records and a configured discovery flow. Help B2B buyers find a suitable option, qualify their needs and leave with a branded Solution Plan. Review captured leads and conversation activity in one workspace. Automated document ingestion is upcoming.
Create structured product, service, and solution records or import them from CSV. Broader website and document ingestion is upcoming.
Configure the advisor identity, greeting, tone, discovery questions, and selectable answer paths for your sales process.
Completed conversations become organization-scoped records with captured needs, contact details, recommendations, score, and next action.
A branded, shareable summary created at the end of discovery with the visitor's answers, recommendation, and next step.
Monitor real conversation volume, completion, captured leads, qualification, average score, and recent daily activity.
Use a universal website embed, a WordPress Custom HTML block, an inline frame, or your dedicated hosted advisor URL.
Owner, admin, and member roles keep each company's catalog, configuration, conversations, leads, installation settings, and billing state inside its own workspace.
Tenant isolation
Database access rules prevent one customer from reading another customer's workspace data.
Server-checked access
Hosted and embedded advisors validate the workspace and subscription state before serving.
Public installation keys
Website snippets contain a browser-safe installation identifier, never a private service credential.
Graceful suspension
A paused subscription can disable the hosted advisor centrally without removing code from the website.
Explore discovery, qualification and a sample Solution Plan in the fictional demo. Then configure the questions and catalog your own buyers need.