AI agents in sales case study: a sales team for a distributor
Lead qualification, equipment selection from a 40,000-item catalog, proposal preparation and handover to a manager.
- Response time
- < 30 s
- Conversion to proposal
- +38%
- Client
- Industrial equipment distributor
- Timeline
- 5-week pilot, 3 months to the full system
- Team
- AI engineer, 2 developers, analyst
Challenge
What the client came with
Managers spent most of their day on routine work: sorting inbound requests, searching a 40,000-item catalog, checking compatibility and putting together commercial proposals. Responding to a customer took anywhere from a few hours to a full day, and some leads went to competitors.
Solution
What we did
- 01
Qualification agent
Parses requests from email, the website or messengers, asks for missing parameters and sets the priority.
- 02
Product matching agent
Searches the catalog and technical documentation (RAG), checks compatibility and stock availability.
- 03
Proposal agent
Builds a commercial proposal from the company template with current prices and delivery times.
- 04
Manager oversight
The manager sees the finished proposal and the agents' reasoning chain in Bitrix24, edits it and sends it in one click.
Features
- Multi-agent orchestration with an action log
- RAG over the catalog and technical documentation
- Integration with Bitrix24 and the warehouse
- Permissions and limits for each agent
- Quality metrics dashboard
Results
- Customer response in under 30 seconds
- Request-to-proposal conversion up 38%
- Managers focus on negotiations instead of searching for items
Contact
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