Capture the information your quotation team actually needs
- Product / model
- Application or technical requirement
- Quantity
- Delivery city / site
- Required date
- Company name
- Existing specification or reference
- Preferred next step
Example
Buyer: “Need four 10HP compressors for our plant in Manesar next month. Please quote.”
The AI can identify product category, quantity, location, timeline and quotation intent. It can ask only for the missing specification or company information and pass a much clearer requirement to the sales engineer.
Use approved technical information carefully
AI can explain product information that your team has approved, but it should not invent engineering compatibility, certified performance, stock availability or commercial terms. Technical selection that affects safety or suitability should be reviewed by the appropriate expert.
Distributor and dealer enquiries
Create separate qualification paths for end users, dealers, OEMs or distributors if the required information and sales ownership differ. This makes routing more accurate without forcing every buyer into the same form.
Why this works for B2B
B2B WhatsApp conversations contain valuable intent but often remain unstructured. Capturing requirement fields turns the chat into something your quotation, CRM and sales processes can use.
Recommended lead magnet
Publish a “B2B WhatsApp Quotation Intake Checklist” that manufacturers can download. Include 12 recommended fields, example prompts and a handoff workflow. Use it as an organic lead-generation asset.