AI sales and product advisory agent

Written By Jarom Reid

Delivered for a national specialist retail group — name withheld under NDA.

The challenge

  • Product expertise locked in a handful of senior staff

  • Sales reps spending hours searching catalogs, spec sheets and pricing

  • Inconsistent quotes and slow turnaround losing deals

The agent

  • AI sales agent grounded in the full product catalog, specs and pricing

  • Deployed in Microsoft Teams — reps ask in plain language, get sourced answers

  • Connected to live business data via a secure MCP integration layer

The result

  • Minutes to quote, down from hours

  • 100% of reps with expert-level product knowledge

  • Built native in Microsoft Teams - no new tool training

Jarom Reid
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