A Successful Use Case

AI Sales Agent that automates the creation of quotes and orders for customers.

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BEFORE THE AI SALES AGENT

Inefficiency

Previously, the sales team. working on the field, needed to call the order department, production planning, and/or the factory manager in connection with dialogue with their customers. 

  • Sales reps had to ask if customers had bought a machine previously and at what price.
  • There were many questions about whether there were machines in stock, and if not, when the next one was available from production.
  • The sales reps often sat in the evenings after customer meetings and created quotes or manually drafted orders. Quite often, employees at the order department also needed to assist.
Results
Results
THE CREATION OF THE AI AGENT

Solution with AEL Studio

Within three weeks, AI Empower Labs AI consultants developed an AI agent that:

  • Integrated with Swepac's ERP system via API and data warehouse for additional data.
  • The AI agent was then trained to answer questions that were previously asked to the order department.
  • The AI agent was taught to conduct searches and look-ups in the ERP system in order to answer the questions.
  • The AI agent was also taught to create quotes and orders. This is done by first checking if products are available and then finding the customer's prices and, if necessary, discussing potential discount rates with the salesperson.
  • Finally, the AI agent was taught to create and send quotes and orders to the customer through dialogue with the ERP system.
CONCLUSION

Result

  • Fewer internal dialogues within the company, and the order department was relieved of questions from field sales representatives. 
  • More efficient dialogues with customers, salespeople were able to get answers and send quotes and orders already in the dialogue with the customer and did not need to come back after internal investigations.
  • More satisfied customers.
  • More efficient salespeople.
  • Faster processing of quotes and orders.
  • Faster closing. 
Results

Some words from

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“AI Empower Labs, with its AEL Studio platform, has quickly created an AI agent that facilitates customer dialogue for our salespeople and eliminates unnecessary and time-consuming internal communication. Through this automation, we have freed up resources for more value-creating work.”

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