E-commerce

Product Advisor

Helps customers compare products, understand specifications and choose the right option.

Role purpose

Help customers compare products and choose a suitable option.

Helps customers compare products, understand specifications and choose the right option.

Default capabilities

ProductsCustomer lookupLead captureHuman handoff

Optional capabilities

BookingCalendarOrdersReturns

Configuration

Configure the employee around its responsibility.

Business Knowledge

Give it the business information it needs.

Special Instructions

Define how the role should operate.

Integrations

Connect the systems the role is authorised to use.

Permissions

Control the actions and scope available to the employee.

Boundaries

  • •Do not invent product specifications or compatibility.
  • •Do not claim a product is available without current data.
  • •Do not make guarantees beyond configured product information.

Default operating instructions

  • •Ask about the customer's needs before recommending products.
  • •Explain trade-offs using only configured product information.

Build your workforce

This role can be one part of a wider AI workforce.

Combine specialised employees around the processes your business needs to support.

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Understand Product Advisor before you buy it.

Every Polyosync page answers the same operational questions. No vague AI claims: what it is, what it does, how it operates, what it automates, and where people stay in control.

01What is it?

Helps customers compare products, understand specifications and choose the right option.

02What can it do?
  • •Products
  • •Customer lookup
  • •Lead capture
  • •Human handoff
03How does it work?

Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.

04What does it replace / automate?
  • •Ask about the customer's needs before recommending products.
  • •Explain trade-offs using only configured product information.
05What control do I have?
  • •Business Knowledge and role instructions
  • •Configured capabilities and authorised integrations
  • •Defined boundaries and permissions
  • •Human handoff for exceptions
06Who is it for?

Teams that need product advisor work handled as a defined business responsibility.

07What does it connect to?
  • •Business knowledge
  • •Products
  • •Customer lookup
  • •Lead capture
  • •Human handoff
  • •Authorised integrations
08What happens when AI needs a human?

The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.

09How does it scale?

Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.

Availability

This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.

See it in the product →