Product discovery — get the enquiry to the right team
You are not made to guess which email address to use. You say what you're after and you are handed to somebody who can actually go and look.
- Industry
- Retail & showroom
- Shape
- Get it to the right person
- Plan
- Starter and above
The situation it is for
Most product messages are not sales, they are sorting. This does the sorting, captures a contact, and stops enquiries dying in a shared inbox.
Somebody messages about a product. The bot works out whether it's a question for the shop floor, for the online orders desk or for repairs and alterations, tells them, takes their name and number, and hands the conversation over with all of it written down.
Who runs it
Retailers with more than one team behind the counter.
It starts when somebody types
- “do you have”
- “i'm looking for”
- “is it available”
- “where is my order”
- “can you repair this”
- “product question”
The conversation
What it asks
4 questions, asked in this order. Every answer is written down for whoever picks the job up.
- 01What you need
“What's it about — something in the showroom, an order you've placed online, or a repair or alteration?”
Decides which route the conversation takes and which team is named to the customer.
- the showroom team
- the online orders team
- the repairs and alterations team
- 02Name
“And who should we put this down for?”
The name the appointment or enquiry is recorded under.
- 03Phone
“What's the best number to reach you on?”
The only way to reach the customer if anything changes.
- 04Email
“And an email address, in case we can't reach you by phone?”
The email address it is recorded against.
Those options are the starting set. The services you configure, and, where a process asks for them, the languages you work in, replace them, and the wording follows.
The rules that run
Checks, not judgement calls. The same answer every time, from your own settings.
- Is this a number that actually dials?
What you need set up
Settings in your own account. Nothing here is guessed on your behalf.
- Your services, their length and their price
How it can end
The complete list. There is no other ending it can reach.
- Handed to a person
- Visitor left
More for retail & showroom
Built on the same engine and the same settings: get it to the right person is one of 6 shapes the whole catalogue is made from.
- RETAIL-02Available
Quote or consultation visit
Retail & showroom
You get a real appointment for somebody to come and measure, at a time that exists, not a form and a wait.
- RETAIL-03Available
Purchase appointment
Retail & showroom
You get a named slot with somebody's full attention, instead of turning up on a Saturday and queueing.
Run this one on your own hours, services and postcodes.
Starter and above. Your settings decide the wording, the durations, the prices and the times it offers: nothing on this page is a template you have to accept as written.