Sales Agent
Overview
A guided shopping playbook on top of existing tools. It does not add a second product database.
How It Works
For a broad need, if Ask budget and priority before searching is on, the server blocks catalog search until budget and a priority (performance, battery, or portability) are known. Then the same search → Q&A → recommend → compare → cart tools run. Cart mutations still require confirmation.
How to Enable It
WooCommerce → AI Assistant → Sales Agent → Enable Sales Agent.
Configuration
Frontend Usage
“I need a laptop” → clarifying questions → then products. Exact titles still search immediately.
Example
Electronics store: shopper states $800 and battery life; search runs with those constraints.
Behavior
| Situation | What happens |
|---|---|
| Sales Agent off | Normal search/Q&A |
| Broad need + clarifying on | Search refused until answers |
| Exact SKU/title | Search runs |
| No AI | Native catalog turn; full LLM playbook skipped |
Limitations
- Priority language is geared toward electronics-style attributes; it still uses your catalog filters.
- Not a human salesperson CRM.
Troubleshooting
“It won’t search”: shopper has not given budget/priority, or you should turn clarifying off for SKU-heavy stores.