Buyer guide

Choosing the best AI sales agent for a merchant

Not all AI is built for the trade. The best agent for a builders merchant knows quantities, respects account pricing, checks live stock and completes the order. Here is what to look for, and how Otis measures up.

What separates a real sales agent

Plenty of tools claim to add AI to a merchant website. Most are generic chatbots that guess from the open web. A genuine sales agent for the trade has to work on your live data and act on it, not just talk. When you compare options, look for four things: does it work out quantities, does it apply the customer’s account pricing, does it check live stock, and does it actually place the order.

Otis was built for builders merchants and distributors on proprietary architecture owned by OptiFlow Technologies. On a live deployment it influenced 422,512 pounds of revenue, captured 52 percent of it outside staffed hours and answered in under six seconds. That is the bar a sales agent should clear.

A checklist for buyers

📐

Knows the maths

Converts a job into the right products and quantities.

💷

Respects pricing

Applies the account price, not a generic list price.

📦

Uses live stock

Quotes only what is available to sell.

🧾

Completes the sale

Builds the basket and posts the order, not just a message.

🌙

Works out of hours

Captures demand when the branch is closed.

🔒

Safe on your data

Scoped, secure access rather than guessing from the web.

Common questions

What makes Otis suited to merchants?

It was built for the trade to quote, price, check stock and place orders on your live data.

Is there proof it works?

Yes, on a live deployment Otis influenced 422,512 pounds of revenue and won 52 percent of it outside staffed hours.

Does it integrate with our system?

Yes, it connects to common merchant and distributor systems and posts orders back.

How do we see it on our own products?

Book a strategic call and we will show it on your catalogue and model the return.

See what Otis would capture for you

Book a strategic call and we will model it against your own numbers.

Need a hand? Ask me anything about OptiFlow.
O

Otis

AI assistant · Online now
Powered by OptiFlow