What this agent can do for your business
- Figures with month and sourceIncluded
- Comparison with the previous periodIncluded
- Metric definitionsIncluded
- No invented causesIncluded
- 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
Explains to your sales team sales by region, change versus the previous period and progress against...
Sales Insights Assistant
Interprets your commercial metrics with period, comparison and source, using only your published report.
Built for: Sales management and sales leads
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Commercial metrics interpreted without context or period
- Different figures depending on who builds the deck
Try Sales Insights Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Sales Insights Assistant. 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
- Figures with month and source
- Comparison with the previous period
- Metric definitions
- No invented causes
What the agent can do
- Website chat
- Answers with sources
- Human handoff
- Knowledge search
- 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)
- Published reports and metric definitions with period and source (knowledge base); authenticated access
Before you buy
Does it connect live to my systems?
No. It works with the reports and metric definitions your team publishes in the knowledge base, citing period and source.
Does it make forecasts?
No. It only explains figures from published reports; it never computes or forecasts new numbers.
What do I need to configure?
Load your monthly commercial report and metric definitions 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 Insights Assistant
Install the plugin with access for your authenticated team only, publish your monthly commercial report and metric definitions in the knowledge base with period and source, set who receives routed questions, connect your AI key and test a real question.
Full product description
Explains to your sales team sales by region, change versus the previous period and progress against target as they appear in your published report, citing month and source, and clarifies each metric's definition. It never computes, forecasts or attributes causes: that goes to management control.