Sold by: Chaos Gears
Generic LLMs hold a conversation, but they don’t know your price lists, SAP inventory or CRM history. Our Sales Agentic Assistant PoC wires Amazon Bedrock Agents into those systems so reps get real-time answers, dynamic price guidance and next-best actions during calls - grounded, not hallucinated. We ingest data from SAP, Salesforce, Dynamics and any REST/SQL API, vector-index it in Amazon OpenSearch and run reasoning inside AWS Lambda for pay-as-you-go scale. In no time you will get a working demo. All content stays in your AWS account; mod§els are never retrained on your prompts.
Overview
Modern sales teams need more than static knowledge - they need agentic assistants that act in real time. Agentic AI systems can autonomously ask questions, retrieve data and plan workflows. Our Sales Agentic Assistant PoC delivers exactly that, combining conversation with action in a secure, private AWS environment.
Using Amazon Bedrock Agents, the assistant interacts intelligently with your salespeople: asking about deal context, retrieving product catalogs, pricing from ERP (like SAP) and client history from CRM systems (Salesforce, Dynamics, HubSpot and more) and unstructured data (via OpenSearch). Each response is grounded in actual data - no hallucinations - and enhanced with AI-driven recommendations for cross-sell, pricing or next steps.
Use it during sales calls or remote demos - the assistant provides live suggestions, surfaces hidden upsell opportunities and helps steer conversations based on real-time business context.
Applicable across industries:
- Manufacturing: suggest part replacements, bulk discounts, technical spec support
- Financial Services: retrieve compliance status, quote financial products, verify client classification
- Healthcare / Lifesciences: surface reg submission status, product formulary details, inventory levels
- SaaS / Telecom: recommend packaging, confirm license tiers, check service availability
PoC Phases:
- Discovery & system access: define sources, endpoints and persona goals
- Data connectors: integrate SAP, CRM, ticketing and documentation systems
- Agent orchestration: configure Bedrock agent logic and retrieval workflows
- Interactive testing: trial during real or simulated sales meetings
- Report & handover: provide demo, documentation, metrics and next-step suggestions
After delivery, your team will have a working assistant and full knowledge transfer - ready to scale, extend and customize as your digital sales strategy evolves.
Highlights
- The assistant behaves like a true sales co-pilot - it asks context-aware questions, retrieves pricing, product specs, CRM history and suggests next steps in real time.
- Zero hallucinations: every recommendation is backed by real-time queries via OpenSearch and ERP/CRM connectors. Private & compliant – data never leaves AWS; models are not retrained on your prompts, easing GDPR and industry audits.
- Ideal for enterprise sectors - manufacturing, finance, healthcare, SaaS - anywhere real-time sales intelligence reduces friction and boosts confidence.
Details
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Delivery method
Deployed on AWS
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Pricing
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Support
Vendor support
Tell us more about your challenges – email us at genai@chaosgears.com