Sales copilot in chat
Recover carts, recommend margin-safe bundles, and complete orders inside WhatsApp, Instagram DMs, or web chat—tied to inventory and promotions you actually run.
Sales copilots sit beside human closers and solo founders alike. They watch cart state, browse signals, and campaign tags to suggest the next best action: a nudge before free shipping expires, a bundle that clears slow stock, or a one-tap checkout link when the buyer is ready. Every suggestion is constrained by rules you set—no rogue discounts, no out-of-stock promises.
What this agent pattern delivers
- Abandoned cart sequences that reference real line items, inventory risk, and delivery cutoffs.
- Upsell and cross-sell playbooks with AOV and margin guardrails—not generic “you might also like” lists.
- Order-in-chat flows for markets where messaging is the primary checkout surface.
- Handoff to humans when negotiation, legal, or custom pricing is required—context preserved.
Revenue agents need the same data as support
When sales and support share one customer graph, you stop training buyers to re-explain their story. Zee keeps both sides honest to the storefront.
More Zee agent patterns
- Intent routing & triageStop treating every inbound message as equal when carts, tiers, and risk profiles differ.Explore use case
- Order-aware agent repliesEliminate “let me check with the warehouse” loops when webhooks already know the answer.Explore use case
- Social → private chat handoffPublic comments are discovery; private threads are where orders happen—bridge them deliberately.Explore use case
- Policy-safe refunds & returnsAutomate the boring parts of returns without bypassing approvals where risk lives.Explore use case
- Human handoff with full contextMake the transition from AI to human invisible to the customer but efficient for your team.Explore use case