HeidelAI helps distributors connect messaging to the work needed to progress a customer enquiry. The workspace combines conversations, AI assistance, catalogue context, quotations and follow-ups with human ownership.
A workflow to evaluate
A retailer sends a multi-product requirement with quantities. Qualify missing details, prepare a consistent quotation and keep responsibility visible when the conversation moves between the counter, inside sales and accounts.
Keep the commercial context
Store the customer's actual requirements with the conversation. A colleague should be able to see the requested products, previous response and next action. Decide which questions AI may handle and where a person must approve or take over.
Demonstrate the whole route
Bring one realistic example and a small catalogue to the demo. Check capture, qualification, product matching, quotation preparation and follow-up. Change a quantity or requirement halfway through and inspect the result.
Boundaries to agree on
Customer-specific terms, minimum quantities and credit commitments require current approved business inputs. Automation should surface missing information and exceptions. A completed draft, a sent message and a confirmed business-system update are different outcomes.
Choose the first integration
Start with the system already holding the necessary source data. For accounting workflows, discuss Tally. For an online catalogue, review Shopify or WooCommerce. For spreadsheet-led operations, map stable identifiers before relying on a sheet for prices or stock.
Review the published subscription, seats and usage allowances for the team you intend to run.