AI & SALES

Let AI organise information. Let people make commitments.

AI can help with repetitive retrieval, extraction and drafting. Product facts, pricing, lead times and customer commitments need a business owner.

KOALA GLOBAL / TECHNOLOGY

ILLUSTRATIVE TASK · NOT A CLIENT INQUIRY

How an incomplete inquiry can be organised

Incoming message

We are looking for lighting for hotel corridors. Please send a catalogue and advise on lead time.

AI-assisted extraction

Application: hotel corridors. Requested: catalogue and lead time. Missing: project country, installation type, models, quantity and timing. Certification and budget cannot be inferred.

Sales review before replying

Check suitable products and shareable documents, then ask for the missing details. Verify stock, certification scope, pricing and lead time with the responsible team.

This example explains the division of work. It is not evidence of a processed inquiry, quotation or sent email.

INPUT

Approved enterprise knowledge

Product data, applicable markets, certification scope, common questions and sales rules need a source and version.

ASSIST

Retrieval, synthesis and initial classification

AI may find knowledge, organise questions and prepare drafts. It does not create product facts.

OUTPUT

Reviewable drafts and lead fields

Outputs retain supporting context, uncertainty and a proposed next action for human review.

HANDOFF

Humans own commercial commitments

Pricing, lead time, contracts, compliance conclusions and technical commitments go to authorised people.

AI MAY ASSIST

Retrieval, synthesis, classification and drafts

Each output should point back to approved knowledge and remain open to human review.

HUMAN OWNERSHIP

Facts, pricing, lead time and commitments

AI does not own final quotations, contracts, compliance conclusions or technical commitments.

NEXT STEP

Turn the perspective into an executable starting point.

Start a diagnosis