The template finds the right contact person based on a few inputs such as postal code and product area. The bot asks for the criteria, matches them against a stored contact data set (or a connected source), and returns name, phone number and email address.
The data source can be an internal data set, a CSV import or an API connection to CRM or sales system. Live at Westfalen AG and TRUMPF (Ask TRUMPF).
How to start
Add the template to your workspace.
Maintain contact data directly in the process or via a linked data set.
Adapt the query criteria (e.g. postcode, product area) to your sales logic.
