Guided selling and conversion
Answer product and pricing questions from approved content, recommend the right option and follow up on unfinished purchases.
Guided selling and conversion
Web chat
Customer: Which plan is right for a team of 20?
AI agent: Happy to help. Which matters more to your team right now, price or features?
Recommendation in progress
Help buyers choose and buy.
Product and pricing Q&A
Answer from approved content, including plan comparisons and feature questions.
Product recommendations
Narrow choices through a short needs conversation.
Abandoned cart and quote recovery
Follow up on unfinished purchases or quotes.
Order taking
Handle simple transactional sales, with payment handed off to a PCI-compliant capture flow.
Promotions and offer eligibility
Answer questions about current offers and who qualifies.
Your team keeps the conversations that need judgment.
These go to a person quickly, with the conversation summary and collected details, so the customer never repeats themselves.
- Emotionally charged escalations, complaints and bereavement situations
- Complex disputes, exceptions to policy and goodwill credits beyond set limits
- High-value or negotiated B2B deals
- Legal and regulatory complaints
Connect the systems agents need to act.
An answer without the ability to act usually just becomes a transfer. When agents can read from and write to your systems, they can finish the task.
- CRM
- Order management
- Billing
- Scheduling
More sales use cases
See this use case in a demo.
Bring a conversation your team handles every day, and see how a TandemCX agent handles it with your team in control.