Sales Assistant: the AI copilot that talks to your B2B data
Ask about your dealer, current account, balance and collection data in plain language; get the summary, the explanation and the suggested next action in a single chat. The suggestion stays with you, and you make the decision and give the approval.
Pre-launch offer: switch to B2BPro today, and as AI features ship let each join your plan free of charge, as a limited free usage tier.
In development, not live yet. Pre-launch customers keep the free tier.
Order revenue in the Aegean region looks down this month compared with last month. Shall I summarize the 3 dealers with the biggest impact and the likely reasons? I can also draft a win-back campaign if you want; the decision is yours.
Mavi Ticaret has not ordered in 3 months, yet they bought regularly over the previous 6. I can prepare a message and offer draft for a win-back; if you approve it, you send it.
I found 4 current accounts whose overdue balance exceeds their credit limit. Shall I rank them by amount and draft a collection reminder for each? The decision to send is entirely yours.
The Sales Assistant is a single chat screen where you can query your B2BPro dealer orders, current accounts and balances, credit limits and collection activity in plain language. This is where the other AI capabilities will come together. You type questions like "Why did sales drop in this region?" or "Which dealers are risky?"; the assistant summarizes your data, explains the trends and prepares any actions it can suggest as drafts. The feature is currently at the prototype (preview) stage and is not live yet. One principle will not change throughout development: the assistant suggests, flags and prepares drafts; it never moves money and never decides on its own. The final word is always yours. Your data belongs to you and is not used to train models shared with other businesses.
Clear suggestions, the decision is yours
Every suggestion is yours to approve, edit or dismiss. B2BPro AI suggests, you decide.
Request a Free DemoOrder revenue in the Aegean region looks down this month compared with last month. Shall I summarize the 3 dealers with the biggest impact and the likely reasons? I can also draft a win-back campaign if you want; the decision is yours.
Mavi Ticaret has not ordered in 3 months, yet they bought regularly over the previous 6. I can prepare a message and offer draft for a win-back; if you approve it, you send it.
I found 4 current accounts whose overdue balance exceeds their credit limit. Shall I rank them by amount and draft a collection reminder for each? The decision to send is entirely yours.
There are 7 collections this week that have not yet matched any bank movement. I will flag the likely matches and bring them to you; you see all of them before approving the reconciliation.
I can summarize your 5 fastest-growing dealers last quarter and the product groups where they grew. If you want, I will also draft a cross-sell list you could offer to dealers with a similar profile.
Why it matters
Talk to your data in plain language
Query your dealer, current account, order and collection data with simple questions, without hunting through report screens. The assistant finds the relevant records, summarizes them and shows you clearly where it looked.
Suggested next action
The assistant does more than explain the situation; it drafts actions such as a win-back step for a dealer that has not ordered in a while, or a reminder for a risky current account. Whether to act on them is entirely your choice.
The suggestion stays with you, the decision is yours
The assistant does not act on its own: it never sends money, approves an order or changes a current account. It only flags and prepares drafts; a person always gives the approval and carries out the action.
Your data belongs to you, handled with KVKK in mind
The data you chat with belongs to you and is not used to train models shared with other businesses. The design follows the principles of KVKK (Law no. 6698) with data privacy in view.
How it works
Type your question
Ask questions in everyday language, such as "Why did sales drop in the Aegean region this month?" or "Which are the 5 dealers with the highest overdue balance?"
The assistant reads and summarizes your data
It scans your order, current account, balance, credit limit and collection data in B2BPro, then presents its findings as a plain summary along with an explanation of which records it relied on.
You get an action suggestion
When relevant, the assistant suggests a next step (for example a campaign idea or a reconciliation reminder) and prepares it as a draft.
You decide and approve
You act on the suggestion, edit it or ignore it. Nothing happens without your approval; the final word is always yours.
Frequently asked questions
Is the Sales Assistant available right now?+
No. The Sales Assistant is currently at the prototype (preview) stage and is not live yet. Development is ongoing; once you are a B2BPro customer, your access opens as the feature goes live. This page explains transparently how the assistant will work when it ships.
Does the assistant approve orders or make payments on its own?+
No. The assistant does not decide autonomously and does not move money. It only summarizes your data, flags situations and suggests action drafts. Approving an order, sending a collection reminder or carrying out any action always depends on your approval. The B2BPro bank integration only listens read-only, and the assistant stays within that boundary.
Is my data used to train the AI model?+
No. The data you chat with belongs to you and is not used to train models shared with other businesses. The design follows the principles of KVKK (Law no. 6698) with data privacy in view; the aim is for you to work confidently with your own data.
How do I earn access to the assistant starting today?+
If you switch to B2BPro or become our customer today, each AI capability is included in your plan as a free usage tier as it ships. Pre-launch customers keep this right. To get started, just fill out the Request a Free Demo form.
Pre-launch offer: switch today, use the AI free as it ships
Switch to B2BPro today; as AI features go live, let each join your plan as a limited free usage tier. Request a free demo.