New featureSales Assistant & Analytics

AI Sales Assistant for your store

AskDolphin's Sales Assistant recommends products, guides visitors to the right page, collects leads and hands over to your team in chat.

AskDolphin's Sales Assistant recommends products, guides visitors to the right page, collects leads and hands over to your team in chat.See it in AskDolphin
Last updated

What's new

AskDolphin's Sales Assistant recommends products, guides visitors to the right page, collects leads and hands over to your team in chat. With the Advanced Visitor & Sales add-on it can also start a helpful conversation before the visitor writes. It is one of the proactive AI tools in AskDolphin.

Why it matters

A good shop assistant notices who needs help, answers the question about the product in their hand and knows when to call a colleague. The Sales Assistant does that in your website chat, from your own catalog, and passes anything that needs a person to your team.

How to use it

Open Dolphin AI, then Channels, then Live Chat, and find Sales Assistant:

  • Choose how it responds: Assistive ("helps when customers ask, without initiating") or Proactive ("may start helpful suggestions in live chat"), and its Response tone.
  • Under Allowed actions, switch on what it may do. Seven work on any website: Smart Recommendations, Product Navigation, Human Handoff, Lead Collection, Callback Request, Quote Request and Team Notes. The other nine, such as Add to Cart and Order Tracking, need a connected Shopify store.
  • With Proactive messages on, it can "start conversations with helpful suggestions at the right moment."

In the inbox, your team sees the conversation and can select Join conversation at any time.

Good to know

  • The add-on is counted in AI sessions, apart from Dolphin AI's characters. You choose how many sessions a month and which visitors the Sales Assistant follows, so you control what it spends. Sizes are on AskDolphin pricing.
  • Any request that changes an order waits for a person in Action Review.
  • Product recommendations, handoff and lead collection are included on Free and Pro; callback and quote requests are part of Pro.

Frequently asked questions

Does AskDolphin's AI work without Shopify?

Yes. Recommendations, product pages, handoff, leads, callbacks and quotes work on any website; cart and order actions need a connected Shopify store.

Can AskDolphin's Sales Assistant start the conversation?

Yes, with the Advanced Visitor & Sales add-on: proactive messages let it open the chat with a helpful suggestion.

Released
Category
Sales Assistant & Analytics
Availability
Recommendations, handoff, leads: Free and Pro · Proactive Sales Assistant: Advanced Visitor & Sales add-on (in the trial)

Related updates

Live visitors and Session Replay

AskDolphin now shows who is on your website right now, with their page, location and browser, and lets you watch a visit live with its journey and chat.

new-plans-free-proNew plans: Free and Pro
ai-billing-by-charactersFairer AI billing by characters, with a monthly limit
sales-assistant-budget-controlsBudget controls for AI sessions and recordings
ai-sales-assistantAI Sales Assistant for your store
session-replayLive visitors and Session Replay
dolphin-ai-product-notesAskDolphin's AI takes a note when it doesn't know
action-reviewAction Review: approve what customers ask for
cancellation-refund-requestsCancellation and refund requests in chat
order-status-in-chatOrder and delivery status inside the chat
canned-responsesCanned responses for your team
shopify-order-actionsShopify order actions in your inbox and chat
dolphin-ai-channel-settingsDolphin AI by AskDolphin: settings for chat, QR and email
dolphin-ai-toneSet the tone of AskDolphin's Sales Assistant
ai-email-repliesAI email replies and drafts, per mailbox
outlook-microsoft-365-integrationOutlook and Microsoft 365 integration
gmail-integrationGmail integration for your support inbox
chat-widget-ten-languagesThe AskDolphin chat widget in ten languages
widget-channels-tabA Channels tab for your social links
widget-products-services-tabProducts or Services tab in the chat widget
widget-conversation-startersA widget home screen that starts conversations
chat-widget-designDesign your AskDolphin chat widget
new-chat-widgetThe new AskDolphin chat widget
mailbox-sender-settingsSender addresses and domains for each mailbox
custom-business-emailConnect your business email by forwarding
ai-writing-assistant-inboxAI writing help in your support inbox
dolphin-replyDolphin Reply: AI draft replies in one click
help-center-ai-sourceHelp Center as an AI source and a Help tab
dolphin-ai-data-sourcesDolphin AI by AskDolphin now uses your Data Sources
framer-pluginAskDolphin for Framer: live chat plugin
new-qr-code-typesNew QR code types, including vCard, SMS and phone
qr-code-stylesAdvanced QR code styles and settings
qr-code-libraryQR code library with scan counts
chat-transcript-settingsChat transcript settings
support-notificationsNotifications for your support team
talk-and-listen-dolphin-aiTalk to Dolphin AI by AskDolphin and hear its replies
dashboard-dark-modeLight, dark or system theme, and your workspace color
new-support-dashboardA new support dashboard

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