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Illustrative example

A website sales Agent for product questions and consented leads

This is an illustrative workflow, not a customer result. A Prostir Agent can answer product questions from seller-approved data, suggest suitable options, and call an optional CRM tool only when the visitor meets the seller’s criteria and agrees to share details. The seller still has to provide current catalog data, configure a compatible connector or tool, authorize the account, set allowed website origins, test the answers, and measure whether the experience helps sales.

01

The buying problem

  • A visitor may know the outcome they want but not which product, plan, or variant fits.
  • A generic chatbot has no reliable catalog, stock, policy, or eligibility context and can give a confident wrong answer.
  • Lead capture is useful only when the seller defines qualification, consent, fields, destination, and follow-up ownership.
02

An illustrative setup

The seller owns the data and permissions. Prostir supplies the Agent, approved-tool boundary, publishing, and website delivery.

  1. 01
    Define the sales job.

    Choose the questions the Agent may answer, what counts as a useful lead, and what it must not promise.

  2. 02
    Connect seller-controlled product data.

    Configure and authorize a compatible connector, API, or custom catalog-search tool; this is not an assumed direct store integration.

  3. 03
    Add approved sales knowledge.

    Provide current shipping, returns, warranty, eligibility, and escalation wording, with a safe response for missing data.

  4. 04
    Configure CRM capture only if needed.

    Use a compatible connector or owner-provided CRM tool, account authentication, explicit fields, visitor consent, and a clear qualification rule.

  5. 05
    Set up and test the website widget.

    Limit allowed origins, test representative and adversarial questions, and verify every external tool call in its owning system.

  6. 06
    Publish after review.

    A configured Agent uses its persisted slug at the placeholder pattern https://{slug}.ai.prostir.build and /mcp; this pattern is not a live example, and embed instructions come from the published Agent.

03

What the example needs

These are illustrative resources and connections, not claims that a particular vendor integration is built in.

linkcatalog connectionA seller-authorized connector, API, or custom tool that returns current product facts.
codecrm-lead-actionAn optional owner-configured action with authentication, consent, qualification, and a bounded field list.
docsales-answers.mdApproved answers for shipping, returns, warranty, eligibility, and what to do when data is missing.
datawidget.configAllowed website origins, greeting, suggested questions, and presentation settings.
04

Illustrative planning conversation

A configuration sketch, not a recording of a live deployment.

Prostir Studio

Help me plan a website sales Agent that answers from my catalog and offers to save a lead when a visitor asks for follow-up.

First confirm the catalog source, required authentication, allowed product fields, website origins, lead criteria, consent wording, and whether your CRM has a compatible connection or needs an owner-provided tool.

Use my authenticated catalog API, run on my approved domain, and ask permission before sending name, email, product interest, and question to the CRM.

Configuration plan

Catalog lookup: seller-controlled. CRM write: optional and consent-gated. Missing product facts: say they are unavailable. External calls: test and verify in each owning system.

The draft is ready for test conversations. It is not published and no lead or sale is claimed until the seller completes authorization, testing, and measurement.

Illustrative result

Draft configuration · not live · no customer metric or production outcome claimed

05

What success could look like

  • In this example, the Agent compares products only from approved fields and says when current data is unavailable.
  • If a visitor qualifies and consents, the optional CRM action can send the selected fields; the seller verifies that record in the CRM.
  • The seller remains responsible for product accuracy, permissions, follow-up, failed calls, and measuring whether the Agent improves qualified conversations or sales.

What gets published

A testable website sales Agent configuration, not a production result. With seller-approved catalog access, clear answer rules, an authorized optional CRM action, and a configured website widget, it can help a visitor compare options and offer a consented next step. Availability depends on the required account, connector or custom tool, authentication, data quality, and completed testing.

Solutions

AI sales chatbot for website visitors who need the next step

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