Customer Intelligence & Recommendations
AI-assisted products that turn customer interactions into structured measurement insights and help technical sellers evaluate suitable solutions. Combines customer context, eligibility rules, and expert-validated guidance with LLM-generated explanations.
Conceptual walkthrough
Where does AI help—and where do rules matter?
Customer context, solution eligibility, and a useful explanation answer different questions. Explore the role of each.
Start with the situation, not the recommendation.
Customer interactions become structured measurement insights. That context gives a recommendation something concrete to respond to.
Question this layer answers
- What is the customer trying to understand?
- Which measurement needs emerge from the interaction?
Product lens: useful guidance begins with an understandable customer need.
A plausible suggestion still needs to fit.
Customer context helps establish relevance; eligibility rules address the applicable conditions. A solution can sound relevant without meeting those conditions.
Two different questions
- Relevance: could this address the customer’s need?
- Eligibility: does it meet the conditions for this solution?
Product lens: a convincing explanation is not evidence of eligibility.
Make the reasoning usable.
LLM-generated explanations accompany expert-validated guidance, helping technical sellers understand recommendations in the context of the customer’s needs.
What the explanation needs to connect
- The customer’s measurement needs
- The proposed solution and why it may fit
- The conditions that matter to the decision
Product lens: the explanation should help someone evaluate the recommendation.
View the workflow outline
- Structure customer intelligence
- Evaluate solution fit
- Explain recommendations
