Helia - AI voice agent

Solution

Real-time sales support with voice AI.

The perfect ally for closing every deal. Helia provides product data, checks inventory and suggests the best offer to support your sales team mid-deal.

A voice assistant for sales reps during calls and customer visits.
Real-time access to catalog, pricing, inventory and configurations.
Cross-sell and bundle suggestions based on customer history.

Context

Who it's for and when you need it.

Typical scenario

During calls, visits and negotiations, sales reps need pricing, availability, configurations and customer history. Helia queries ERP, CPQ, PIM and CRM in real time and returns actionable answers without interrupting the sales conversation.

Teams involved

SalesBack officeRevOpsProductIT

Channels

PhoneAppEmail

Cycle

Sales cycle length

Time from customer request to internal check to proposal sent.

Quote

Time to quote

Time to produce a draft consistent with price lists and rules.

XSell

Cross-sell opportunities

Suggestions based on history and product compatibility.

Specific problems

Problem

Scattered information

Impact

Reps put off answers and lose momentum.

What Helia does

Answers on pricing, inventory and configurations by querying your systems.

Problem

Slow quotes

Impact

An overloaded back office and customers left waiting.

What Helia does

Generates draft quotes with up-to-date data and constraints.

Problem

Ad hoc cross-selling

Impact

Opportunities left to individual experience.

What Helia does

Suggests bundles and alternatives based on customer context.

Real use cases

Operational micro-scenarios.

Scenario 1

Product availability

Input: The customer needs delivery within 10 days.

Action: Helia checks inventory, lead times and alternatives.

Output: Instant answer and a CRM note.

Scenario 2

Quote configuration

Input: I need pricing for 50 licenses with premium support.

Action: Queries the CPQ and discount rules.

Output: Draft quote ready for review.

Scenario 3

Upsell

Input: The customer wants to extend the contract.

Action: Analyzes history and compatible products.

Output: Sales recommendation and next action.

Success stories

Industrial sales

Challenge: Slow answers on availability.

Solution: Helia connected to ERP and warehouse.

Result: Fewer back-office handoffs during the deal.

SaaS team

Challenge: Manual quotes riddled with errors.

Solution: CPQ queried by voice.

Result: Drafts more consistent with price lists and rules.

Key accounts

Challenge: Underused customer history.

Solution: Insights and suggestions during the call.

Result: More contextual conversations.

Give sales actionable answers while they sell.

Pricing, inventory and terms become accessible in real time.

Quotes start from up-to-date, contextualized data.

FAQ

Frequently asked questions.

How do sales reps use Helia during a meeting?

Reps can call Helia on speakerphone or through a dedicated app and ask natural questions: 'How much is model X with 50 licenses?', 'Is it available within 10 days?'. Helia answers in seconds.

Is the data updated in real time?

Yes. Helia queries ERP, CPQ and PIM in real time, ensuring pricing, inventory and configurations always match production data.

Can it generate a quote?

Yes. Helia can prepare a draft quote using your company template, ready to send to the customer right after the call or to submit to the rep for approval.

Does restricted pricing stay confidential?

Yes. Helia applies the price visibility rules configured in your ERP/CPQ based on the role of the user making the request.

Revolutionize your business.

Free, no-obligation demo.