Business solution
AI Sales Assistant
Give sales staff one controlled place to retrieve approved customer and product context, prepare drafts and initiate permitted tasks.
Example architecture
A representative controlled workflow
- InputSales question
- PermissionCheck access
- DataAccount + product context
- AIPrepare useful response
- HumanSales review
- OutputDraft or approved task
Human control
Responsibility remains explicit
The salesperson remains responsible for customer commitments and commercial decisions.
Project context
Describe the process and systems involved.
Finch can assess where AI, software, integration, rules and human control belong.