What this agent can do for your business
- Three discovery questionsIncluded
- Answers methodology and casesIncluded
- Summary for the consultantIncluded
- Never diagnoses by chatIncluded
- 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 about the main problem, how it is solved today and how success would be measured,...
Sales Discovery Agent
Runs discovery before each meeting so your consultants arrive with the customer's context.
Built for: Consulting firms and consultative sales teams
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Sales meetings starting without context
- Consultants repeating the same questions
Try Sales Discovery Agent
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Sales Discovery Agent. 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
- Three discovery questions
- Answers methodology and cases
- Summary for the consultant
- Never diagnoses by chat
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 services, methodology and cases (knowledge base); CRM optional
Before you buy
Does it give recommendations or diagnoses?
No. It gathers the context and answers from your published information; your consultant makes the diagnosis.
What does the consultant receive?
A summary with main problem, current process, success criteria and the consented contact.
What do I need to configure?
Load your published services, methodology and cases 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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Sales Discovery Agent
Install the plugin, load your services, methodology and cases, set the consultant receiving summaries, connect your AI key and test a real conversation.
Full product description
Asks about the main problem, how it is solved today and how success would be measured, answers your published services, methodology and cases and records a discovery summary with consent for the consultant. It never diagnoses or recommends definitive solutions.