Qualify against your ICP
Define what a qualified lead looks like. The agent grades the call against it and writes the reason into your CRM.

A salesperson, not a chatbot. The agent qualifies the need, looks up specs and prices in your indexed catalogue, recommends, and pushes towards close. When the catalogue is silent, it captures a qualified lead instead of guessing.

B2B inside sales and e-commerce phone support look like the same problem from a customer's point of view: somebody is calling because they want to buy something, and they want a competent answer. The two industries have spent twenty years building separate stacks for that conversation — call centres, chatbots, "click here to chat with a specialist" buttons that go to voicemail. None of them solve the underlying issue, which is that most callers know what they want and only need a competent person to confirm specs, prices and availability.
The Sales & E-commerce Industry Pack is built around one rule: the agent never invents a fact. Every concrete claim — a spec, a price, a stock level, a lead time, a compatibility statement — has to come from the indexed catalogue. We crawl your site (HTML pages and the PDF datasheets your products link to, per ADR-0056), and we cache it. The agent quotes from that cache. When the cache does not have the answer, the agent says so and either escalates or captures a qualified lead.
That sounds restrictive; it is actually liberating. The most common reason voice agents fail in sales is that they hallucinate confident answers. A wrong price quoted by a friendly voice is the fastest way to lose a buyer's trust. By grounding everything in the catalogue we let the agent behave like a real salesperson — qualifying needs, comparing options, pushing toward close — without ever crossing the line into making things up.
The pack works whether you are a furniture retailer, an electronics shop, a B2B parts catalogue or a high-ticket industrial supplier. The shape of the conversation is the same: understand the need, find the product, quote price and availability, close the order if you have an OrderManagement plugin connected, or capture a structured lead if you do not. Either way, the buyer hangs up with a clear next step and your CRM has a new row.
Define what a qualified lead looks like. The agent grades the call against it and writes the reason into your CRM.
CSV-upload or API-triggered outbound. Polite, on-brand, never spammy. Hand off live to a human on demand.
Pulls real availability from Google Calendar. Books meetings, sends invites, writes the deal in your CRM.
Replay any call, edit the scenario, ship the change before the next dial.
Caller describes a need or category — the agent asks one qualifying question (use case / budget / spec) and proposes products from your own catalogue.
Caller names a SKU, model or URL. Answers come strictly from indexed pages and PDF datasheets (per ADR-0056). No hallucinated specs.
Live price + stock from your site, exact to the digit. No "approximately", no last-year pricing.
Two or three models, side-by-side, against the caller's stated use case — grounded in the catalogue, not in stereotypes about brands.
With an Ecommerce / OrderManagement plugin attached, the agent closes the sale on the call. Otherwise it captures a qualified order intent.
Delivery, payment, returns, warranty, hours, pickup points — all from your indexed knowledge base.
Big B2B order, complaint about defects, legal/tax questions, or a direct request for a named manager — clean escalation with full context.
Active only when an Ecommerce plugin is attached. Success = `place_order` tool called with valid product, quantity, contact and shipping.
Always-win fallback. Success = `create_lead` with phone + need. A no-sale call that still captures interest is a lead worth a follow-up.
On every price / stock answer, the value matches the catalogue. Hallucinated prices are how trust evaporates fastest — this goal grades against it.
Push leads and orders into HubSpot, Salesforce, Pipedrive, AmoCRM — or a generic webhook.
Real `place_order`, `check_stock`, `get_price` against your backend (Shopify, 1C, custom).
Product links, quotes, order confirmations.
Live transfer to a human manager. Without it the agent promises a callback and creates a lead.
For B2B / high-ticket — schedule a sales consultation right on the call.
"I need a chair for an office with back issues, budget around €400." Agent asks one qualifying question, looks up the ergonomic chairs in your catalogue, recommends three by name, sends links by SMS.
"Does the X-2000 fit a standard 53mm pipe?" Agent reads the PDF datasheet you uploaded, answers yes or no, cites the datasheet page. No "I think so" responses.
Caller mentions a model number, agent reads exact price and current stock from your catalogue. The number on the call matches the number on the website to the cent.
"Should I go with the X or the Y for my use case?" Agent compares the two from the catalogue against the caller's declared need, recommends, explains the trade-off, never resorts to brand stereotypes.
Caller confirms, agent calls `place_order` against your Shopify / 1C / custom backend. Order goes into your fulfilment queue with the call recording attached for audit.
Even without an Ecommerce plugin, the agent captures product + quantity + contact + shipping + payment intent into a structured lead. Your sales rep calls back with a ready-to-confirm cart.
CSV-upload or API-triggered outbound. Polite, on-brand, never spammy. Hands off to a human the moment a lead asks for one or qualifies above your ICP threshold.
Caller wants to return a damaged item. Agent captures order number, photographs reference, reason, preferred resolution. Creates an RMA ticket in your CRM with full audio attached.
"Hi, this is Aitelier calling about the demo you requested. Quick question — what are you using today for X?"
"Mostly spreadsheets and a bit of HubSpot."
"Got it. And what’s the team size on this?"
"Twelve, growing to twenty next quarter."
"Perfect fit. I have your AE’s calendar open — Thursday 3 PM or Friday 10 AM work?"
The platform crawls your website on a schedule you set (initial full crawl, then incremental updates). HTML pages, product detail pages and PDF datasheets are indexed into a per-project knowledge base. The agent queries that knowledge through `query_knowledge` on every retrieval — no general-purpose web search, no hallucination from training data.
Yes, when an Ecommerce or OrderManagement plugin is attached. We ship adapters for Shopify; custom adapters for 1C, Salesforce Commerce Cloud, BigCommerce and proprietary back-ends are a typical day's work. Without a plugin, the agent captures a fully qualified order intent that a human confirms in seconds.
When the agent recognises an existing customer (phone-number lookup against your CRM via `lookup_customer`), it pulls their pricing rules through the same plugin. B2B contract prices are respected; ad-hoc discounting is configurable per scenario and audit-logged.
The agent does not lie. It tells the caller honestly, offers the closest in-stock alternative from the catalogue, and (if you allow) captures a back-in-stock notification with their contact. No "we should have it next week" promises that bounce on Monday.
It pushes correctly. It qualifies the need, names products, compares, asks for the sale. It does not beg, manipulate or use fake urgency. We have ADR-grade rules in the scenario that we refuse to compromise on for any pack.
Yes — by API or CSV upload. Outbound is opt-in per scenario. The agent respects do-not-call lists you upload; the platform provides the tools (recordings, consent capture, opt-out handling) but compliance with TCPA/GDPR/local rules is your responsibility.
A shop taking ~1,500 calls/month on Standard tier with ~50% conversion to lead/order: ~$1.85 average × 1,500 ≈ $2,775, plus ~$10 storage. A single recovered abandoned cart per day usually covers the month.
Yes. The scenario carries a tone field — one sample utterance plus one rule, not a cluster of adjectives. Per ADR-0048, that anchor produces a specific, on-brand register the LLM sticks to.
White-glove onboarding. 30-day pilot. Cancel anytime.