What this agent can do for your business
- Structures enterprise requirementsIncluded
- Answers approved certificationsIncluded
- Records with consentIncluded
- Never commits SLAs or pricesIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Hands the case to a person on your team when neededWith your setup
Asks number of units, security or compliance requirements and purchase timeline, answers capabilities and certifications from...
Enterprise Opportunity Intake
Organizes complex enterprise opportunities before the first meeting, never committing prices or SLAs.
Built for: B2B enterprise sales teams
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Large opportunities with information scattered in emails
- SLA promises made before assessing the case
Try Enterprise Opportunity Intake
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Enterprise Opportunity Intake. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Structures enterprise requirements
- Answers approved certifications
- Records with consent
- Never commits SLAs or prices
What the agent can do
- Website chat
- Human handoff
- Knowledge search
- Capture contacts
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Your approved solution and certification information (knowledge base); CRM optional
Before you buy
Does it commit SLAs or prices?
No. It records the requirements; your account executive defines proposal, prices and SLAs.
What does the account executive receive?
Units, security or compliance requirements, purchase timeline and the consented contact.
What do I need to configure?
Load your approved solution information and certifications as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
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Enterprise Opportunity Intake
Install the plugin, load your approved solution and certification information, set the account executive, connect your AI key and test a real opportunity.
Full product description
Asks number of units, security or compliance requirements and purchase timeline, answers capabilities and certifications from your approved information and records the opportunity with consent for your account executive. It never commits prices, SLAs or implementation timelines.