AI Powered Guided Selling Software

Quortix provides capabilities that connect external agents via MCP directly to your live product catalog. Generate valid, sellable recommendations that improve quote accuracy and deal velocity without rigid decision trees.

Sales professional speaking with a customer on the phone
Governed
Valid

Business Benefits

Quortix quote workspace

Accelerate Deal Velocity

Reduce the hours spent manually matching customer needs to specific SKUs. External agents resolve requirements instantly.

Quortix product and pricing workspace

Protect Margin

Enforce your pricing rules automatically so reps never sell invalid configurations. Improve margin control across every deal.

Quortix visual rules workspace

Eliminate Quote Errors

Recommendations are grounded in deterministic logic, preventing downstream order failures in any enterprise environment.

Quortix configuration workspace

Scale Sales Expertise

Give every channel partner and rep the knowledge of your best product expert without constantly maintaining static flows.

How It Works

Understand Needs

External agents ingest customer requirements and intent over MCP, avoiding the need for an isolated in-app chatbot.

Recommend Products

The system identifies the best product families and configurable options based on the buyer's exact situation.

Validate Configuration

All constraints are checked against the live rules engine to guarantee a technically valid and sellable build.

Suggest Bundles & Upsells

Propose eligible add-ons and promotions before reps review and finalize the proposal in the visual workspace.

Recommendations Grounded in Your CPQ Rules

Unlike generic tools that simply suggest similar products, Quortix recommends configurations that are actually valid and sellable.

Customer requirements
Live catalogConfiguration rulesPricing & eligibility
Valid recommendation

The external agent reads the requirements, but the CPQ engine strictly enforces the truth.

Platform Capabilities

Quortix guided configuration workspace

Needs-Based Resolution

Translate plain-language requirements into accurate product selections effortlessly.

Quortix configuration review workspace

Visual Workspace Review

People always review and approve every consequential change and customer-facing proposal.

Quortix deterministic rules workspace

Deterministic Execution

Published rules execute predictably, guaranteeing valid outputs and eliminating guesswork.

Quortix product catalog workspace

MCP Architecture

Connect your preferred external agent securely to your catalog for seamless quoting.

Consistent Experience Across Every Sales Channel

Direct sales team collaborating

Direct Sales

Reps leverage dynamic recommendations to configure complex deals fast and accurately.

Channel partners collaborating on a customer solution

Channel Partners

Partners navigate the identical configuration logic but with partner-specific pricing rules applied.

Buyer working independently at a computer

Self-Service

Buyers receive an intuitive experience with strict self-serve eligibility constraints.

Operational Outcomes

By combining external agents with deterministic CPQ logic, teams can streamline the path from requirements to accurate orders. Reps navigate complex catalogs confidently, while leaders improve revenue predictability without sacrificing human oversight.

FAQ

It is software that leverages external agents connected over MCP to dynamically translate customer needs into valid product configurations.
It maps requirements to your catalog, applies constraints, and proposes valid quotes for human review in a visual workspace.
Traditional approaches rely on rigid, manually updated decision trees. This modern approach resolves intent dynamically against live rules.
Every recommendation is checked against deterministic CPQ logic, ensuring that suggested configurations are always valid and properly priced.

Ready to transform your quoting process?

Deploy a solution that generates sellable quotes instantly.