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Advisory Co-Pilot

Live on the phone — from catalog complexity to sales confidence

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Examples from practice

Live assortment guidance

Challenge: With complex product ranges, advisors can no longer memorize every variant, dependency and alternative — gaps show up mid-call.

Solution: The agent listens along on the call, accesses the full assortment including rules and dependencies (e.g. directly from PIM/DAM) and suggests matching combinations in real time.

Value: Confident guidance at catalog depth — the human stays in the conversation, AI supplies the product expertise.

Structured data plus supplier insights

Challenge: Critical hints live not only in PIM but scattered across unstructured supplier files on SharePoint or in email.

Solution: The agent connects structured product and master data with unstructured sources and summarizes answers for the ongoing conversation.

Value: More complete recommendations without media breaks — even when the answer is not in the standard catalog.

Solutions beyond the catalog

Challenge: Customers ask for configurations that are not listed but could be organized — advisors often spot the opportunity too late.

Solution: The co-pilot checks feasibility across rules and sources and drafts a concrete proposal the advisor can use immediately on the call.

Value: Advisory becomes a sales-star moment: individual solutions beyond the catalog that remain deliverable.