Find the right starting point
Clarify the customer’s use case, constraints and must-have features.

Use an AI product recommendation agent to compare specifications and find suitable options from your approved catalogue and connected inventory.
What
Your AI product recommendation agent turns catalogue data into practical product guidance. It compares equipment, spare parts and other technical products against customer requirements. When inventory is connected, it can recommend from current stock or rental availability. Missing dimensions and compatibility questions stay visible for your team to check.
Clarify the customer’s use case, constraints and must-have features.
Explain relevant differences between products without overwhelming the buyer.
Translate approved product details into practical guidance for the customer.
Flag missing dimensions, compatibility details or suitability checks for your team.
When
Deploy this role when an online visitor wants to understand a product before choosing. Link product pages, launch ads and marketing posts to your AI Terminal for questions about features, specifications and fit.
Link product campaigns to your AI Terminal for questions about features, dimensions and everyday use.
Give visitors from product pages a place to discuss model and application details.
Invite people reading technical marketing content to ask about ratings, materials and specification differences.
How
Add your product knowledge in AI Agent Console, then give visitors a dedicated AI Terminal for product conversations.
Add specifications, product manuals and comparison tables. Include model references so similar products can be distinguished.
Define which requirements to ask about, such as dimensions, application and operating conditions. Flag undocumented compatibility for your team to check.
Use the Playground to compare similar models and test incomplete requirements. Check each recommendation against your approved specifications.
Embed the Agent on your website and link product pages, product ads and marketing posts to your AI Terminal. Review comparison questions and add the product details visitors need.
Prepare
Defining a role does not automatically connect these systems. The Agent handles conversations: answering questions and collecting enquiry details. Your team handles quotations, order changes, approvals and service arrangements.
Manage knowledge in AI Agent Console ↗Different jobs. The same AI Agent and business knowledge.
Start with one conversation role and your business knowledge. Share your AI Terminal wherever customers discover you.
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