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Get instant answers from your own product catalogue
Set up an AI assistant that has read your catalogue and price list, so you can answer customer questions on the spot with the source to hand.
When to use it
Set up once, use on every call
Step by step
Gather your up-to-date documents
Collect the current catalogue, spec sheets, price list, delivery terms and warranty information as PDFs or documents. Check with your manager that they're fine to use with your company's AI tool.
Create a dedicated assistant
Upload them to a Claude Project, a custom GPT or a Gemini Gem (whichever your plan includes), and paste these instructions. If you don't have those features, attach the files to a single chat and pin it.
Prompt to copyYou help a sales rep at [company] answer customer questions about our products. Only answer from the attached documents. For every answer, give the document name and page or section. If the answer isn't in the documents, say 'Not in the documents' and suggest who might know. For prices and delivery dates, add: 'Confirm before quoting.' Keep answers short enough to read out on a call.Test it with real questions
Ask it ten questions you get often and check each answer against the document. Note any it gets wrong and add a line to its instructions to correct it.
Keep it current
Whenever the price list or catalogue changes, remove the old file and upload the new one, so you're never quoting last season's figures.
What you get
Q: Does the 600 series come in stainless? A: Yes, model 640-SS, Catalogue 2026 p. 18. Lead time 10 working days (Delivery terms, section 2). Confirm before quoting.
Tips
- Always confirm prices, credit terms and delivery dates with your system before quoting them to a customer.