Guided selling capabilities
Lead with needs, not SKUs.
Guided selling shouldn't mean a rigid decision tree maintained by one person. quortix.ai combines structured guided-selling flows with AI recommendations, so reps and channel partners are always led to a sellable configuration that fits the customer's real needs.
The problem with rigid decision trees
Traditional guided selling means a static decision tree built by one person, maintained by that same person, and broken by every catalog change. When a new product is added or a pricing tier changes, the tree breaks — and it's usually a frustrated rep or a mis-sold deal that surfaces the issue. Trees that require specialist maintenance don't get maintained, which means guided selling either lags behind the catalog or gets abandoned entirely.
Needs-based flows with AI-powered recommendations
quortix.ai's guided selling starts with questions about the customer's situation, environment, and requirements — not with a product list. Those answers drive recommendations that are grounded in your live catalog and current pricing rules. AI agents connected over MCP can suggest the right bundle, flag an upsell that fits the customer's profile, or identify a promotional offer the rep might miss. The rep follows the flow, reviews the AI's reasoning, and finalizes a configuration that genuinely fits.
- Needs-based questionnaires map customer requirements to catalog options automatically.
- AI recommendations grounded in live catalog data — never out of date.
- Bundle and upsell suggestions surfaced inline during the guided flow.
- Consistent experience across direct reps, channel partners, and self-serve portals.
Consistent selling across every channel
Guided selling in quortix.ai runs the same logic whether the seller is a direct rep, a channel partner, or a customer in a self-serve portal. The same catalog, the same rules, the same recommendations — with whatever channel-specific pricing or eligibility constraints apply. That means your channel doesn't sell what you can't ship, and your self-serve motion doesn't open the door to invalid configurations.
What you get
- Needs-based questionnaires that map directly to configurations.
- AI-powered recommendations grounded in your catalog.
- Consistent experience across direct sales, channel, and self-serve.