Business need and fit
Selling configurable equipment can require simultaneous checks of application needs, interfaces, installation conditions, accessories, pricing and lead times. Customer requests may be incomplete, while product documents and business records are maintained in separate systems. Preparing a quote can depend heavily on individual experience.
ASWORK develops sales assistants that bring requirements capture, document retrieval and business queries into one workspace. This scope suits companies with product catalogs, configuration rules and pricing data that want to improve preparation and internal review.
From a customer request to a quotation draft
For a request for indoor data terminals with a specified communication interface, the proposed assistant first establishes the requirements, then uses controlled rules and data.
- Extract the application, environment, interface, mounting, quantity and delivery needs, listing missing conditions.
- Identify candidate models using configuration rules and show their relevant differences.
- Retrieve authorized prices, stock and accessory data, recording the lookup time.
- Prepare a configuration list and quotation draft for staff to confirm taxes, discounts and delivery terms.
Conflicting requirements, failed queries and stale data remain visible as review items instead of becoming unsupported commitments.
Development and integration scope
- Requirements capture from conversation text or inquiry forms, with editable sales records.
- Product retrieval and checks against defined compatibility and accessory rules.
- Connections to CRM, ERP or pricing interfaces with source and validity information.
- Quotation templates, draft versions and approval records.
AI handles language understanding and information organization. Company rules govern pricing, taxes and configuration constraints. Order creation or external quotation delivery can be connected separately under the customer's permission and approval process.
Project scope and handover
An initial project can cover one product family and one quotation template. Recurring requests, configuration dependencies and approval steps define that scope. Deliverables may include the workspace, product and rule configuration, query interfaces, templates, agreed source code and maintenance instructions.
Acceptance checks include missing requirements, rule compliance, valid price sources, traceable revisions and handling of unavailable products. Preparation time and staff corrections on comparable inquiries can support a business evaluation.
What to prepare
Provide the catalog, specification sheets, compatibility rules, pricing definitions, quote templates and sample inquiries. Identify who can view prices, approve discounts, confirm delivery dates and issue quotations.
Where selection knowledge exists mainly in staff experience, the first task is to turn relevant rules into maintainable records. Integration count, configuration complexity and template variation affect scope.
Frequently asked questions
Can the assistant set prices or discounts on its own?
Prices and discounts should come from valid business data and authorized rules. The assistant can prepare drafts and identify approval needs; generated text is not a substitute for company pricing policy.
Does product selection require training a new model?
Not necessarily. Document retrieval, structured specifications and configuration rules can be evaluated first. Specialized training is considered only for tasks that need it.
Can completed quotations be sent directly to customers?
An external sending feature requires a defined confirmation, authorization and recordkeeping process. The scope should specify who approves, whether sending is automated and how failures are handled.