AI Inquiry Reception and Sales Opportunity Development
Turn inquiries into opportunities. Move opportunities toward PI.
DeltaSpark aims to automatically receive WhatsApp inquiries, use multi-turn conversations to understand customer backgrounds, purchasing needs, quantities and timelines, qualify prospects, and help salespeople move opportunities toward a pro forma invoice (PI).
Two core goals
Inquiry reception and customer qualification
With automated reception and multi-turn conversations as the goal, learn who customers are, what they need, how much they plan to buy, and when, so salespeople can assess the opportunity.
Opportunity development toward PI
Bring follow-up, requirement clarification, quotation preparation, and transaction details together, with the goal of helping salespeople reach the pro forma invoice stage.
The intended path from inquiry to PI
Receive WhatsApp inquiries
The goal is for AI to handle initial inquiries through multi-turn conversations. Today, the workbench receives messages and supports manual replies; AI drafts still require human review.
Understand customers and identify opportunities
Collect customer backgrounds, purchasing needs, quantities, and timelines. Organize known requirements and open questions to support qualification and handoff to a salesperson.
Help salespeople move the conversation forward
Keep customer responses, open questions, and next actions in one workbench to help salespeople clarify requirements, plan follow-ups, and gather information for quotations.
Progress toward a pro forma invoice
Future work will connect quotation preparation, human approval, and confirmation of transaction details to help salespeople reach PI. The complete quotation and PI workflows are not yet delivered.
Why you can rely on it
- Current AI record changes and customer replies require human confirmation; commercial quotations require human approval
- Customer statements, AI suggestions, and human decisions are recorded separately for review
- Customer, inquiry, and follow-up records follow team and business-unit access permissions
- Private deployment is supported; enabled AI services process required materials according to organization settings
Start with the next inquiry
Review customer conversations, organize requirements, and decide the next follow-up in your workbench.
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