AI Assist on calls for Distributors. Spec sheets and policy lines whispered to your rep.
AI Assist shows live suggestions from your knowledge on the rep's screen while they talk: the substitute for a discontinued item, the cutoff for a far branch, the return window, the line from the spec sheet the buyer asked about. It never speaks to the customer; your counter or inside-sales rep stays the voice and decides what to say.
TRY AI ASSIST FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Show the return policy and line-card cross-references during counter calls.”
Lisa“Done: during counter calls the assist now shows the return policy and line-card cross-references from your knowledge. Should it cover inside-sales calls too?”
Any setting, in any module · applied only on your yes
How Distributors use it
A buyer asks for a substitute for a discontinued valve; the rep's screen shows the approved cross-reference from your line card.
A new counter hire hears a question about the restocking policy and sees your return rules on screen before answering.
During a call about a hazmat delivery, the assist shows your approved wording and that the question belongs to operations.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live suggestions from your knowledge during a call, on your operator's screen
- Never speaks to the customer, your person stays the voice
Add it to AI Call Desk or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Assist on calls does, for every business ›
Works withAI Call DeskAI PhoneAI TicketsAI QuotingAI Booking
Questions & answers
AI Assist on calls for Distributors: questions & answers
Does AI Assist talk to our customers?
No. It only shows suggestions on your rep's screen during the call. The rep stays the voice and chooses what to say, which suits calls where a person must stay on the line, such as credit or pricing exceptions.
Where do the on-screen suggestions come from?
From your approved knowledge: the line card, spec sheets, return policy, cutoff times and branch hours you loaded. If something is not in your knowledge, the assist does not make up an answer for the rep.
Does AI Assist help new counter staff?
Yes. A new hire sees the approved answer while the contractor is still talking, instead of putting the call on hold to ask a senior rep about a substitute or a return window.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Distributors ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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