Guide buyers 24/7
Give every visitor a consistent path forward, even when your sales team is offline.
Solution Advisor / B2B digital sales guidance
From Challenges
to Breakthroughs
Put your company’s product expertise to work for every B2B buyer. Solution Advisor guides discovery, recommends from your catalog and qualifies enquiries — with a branded Solution Plan and the context your sales team needs.
- 14-day trial
- No card required
- Hosted or embedded
For businesses where choosing well requires guidance
ManufacturingB2B technologyEquipmentProfessional servicesHome servicesAV & lightingEducation
Experience the difference
A Smarter Path
from need to solution.
Follow a fictional equipment buyer from discovery to recommendation and a sample Solution Plan. This scripted demonstration uses no live customer data and sends nothing to a sales team.
- 01Discovery
- 02Recommendation
- 03Qualification
- 04Solution Plan
Northwind Solution Advisor
Fictional business · scripted sample
Demo
Before I recommend anything, I'd like to understand your line. Are you looking at a specific station, or evaluating the whole plant?
Beyond question answering
More Than an AI Chatbot. Built to Advise.
A correct answer is useful. A confident next step is better. When products are technical or services depend on context, buyers need more than another page to read.
A typical website chatbot
- What does this product do?
- Where can I find the specification?
- Which page should I read next?
- What is your contact address?
Solution Advisor
- What are you trying to achieve?
- Which requirements matter most?
- Here is the catalog option that fits — and why
- Here is your plan and the next step
How it works
Your knowledge. Their next step.
Try the interactive demo- 01
Teach it your business
Add product, service, solution, and approved sales records to one organized catalog.
- 02
Design the conversation
Set the advisor identity, discovery questions, qualification signals, and desired next steps.
- 03
Install or share
Add one script to your website, paste it into WordPress, or use the hosted advisor page.
- 04
Understand each visitor
The advisor asks focused questions and captures needs, context, timing, budget, and constraints.
- 05
Recommend and explain
Visitors see the best-fit option from your catalog with clear reasoning and a useful Solution Plan.
- 06
Create the opportunity
Your team can review the saved lead, discovery record, recommendation, score, and next step in the workspace.
Guidance with a tangible next step
Expert Guidance. Real Results.
Bring your expertise into a structured buyer journey. Completed live discoveries create a lead record and branded Solution Plan; workspace analytics show conversation activity and completion. Clear outputs to review — not promises of guaranteed sales growth.
Make complex choices easier
Turn a crowded catalog or nuanced service offer into a guided, personalized decision.
Recommend with context
Match what a visitor says to the most relevant products, services, or solution packages.
Qualify before handoff
Capture the needs, timing, constraints, and contact details your team needs to respond well.
Keep guidance consistent
Give visitors one approved sales experience instead of fragmented answers across pages and teams.
Scale presales guidance
Handle repetitive discovery and product-selection questions without losing the human escalation path.
Who it is for
When customers need help choosing, Solution Advisor steps in.
The platform fits considered purchases: multiple options, technical tradeoffs, variable scope, or a service that depends on the customer’s situation. It works across industries because you define the catalog and discovery process.
Manufacturers & equipment suppliers
A buyer knows the job, not the model. Capture operating needs before recommending a configured catalog option.
B2B technology companies
A prospect is comparing packages. Ask about team size, requirements and timing to narrow the shortlist.
Professional & home services
An enquiry starts with an unclear brief. Understand the scope and capture the details needed for a useful follow-up.
AV, lighting & complex products
A buyer has a space and a goal. Ask about application and constraints before suggesting an appropriate offer.
Education & training
A learner is unsure where to start. Capture their goals, experience and availability to suggest a course from your catalog.
Any guided sale
Use Solution Advisor wherever the right answer starts with a few thoughtful questions.
Built with intention
Clarity before claims.
A Warrior Design Digital Solution
Your catalog. Your questions.
Recommendations start with the records and discovery flow you configure, not an invented product list. Test the experience before sharing it.
Separate company workspaces.
Database access rules scope catalog and lead records to the company workspace. Owner, admin and member roles control account access.
A useful record, not just a reply.
Completed live discoveries save needs, contact details, recommendation and next action together. A visitor must consent before contact details are captured.
Evaluate what exists today.
Catalog CSV import, discovery, website embed and Solution Plans are implemented. Document ingestion, CRM connections and email delivery remain upcoming. Live payments are not enabled.
What you can use today
One workspace for the complete advisor journey
Configure the experience, deploy it, and review what happens next. Roadmap features are labelled so you can evaluate the current product on what is already built.
Catalog and knowledge records
Create product or service records one at a time or import a catalog by CSV. Website crawling and document upload are upcoming.
Advisor Studio
Configure the advisor name, role, greeting, tone, discovery questions, and selectable answer paths.
Guided recommendations
Use captured answers and catalog signals to surface a best-fit option and explain why it matches.
Qualification and scoring
Turn discovery signals into an explainable lead score and a clear recommended next action.
Branded Solution Plans
Give completed visitors a shareable plan containing their answers, recommendation, and next step.
Leads and analytics
Review stored opportunities, filter and export leads, and monitor real conversation and conversion activity.
Install anywhere
Your advisor, without rebuilding your website
The intelligence stays securely hosted by Solution Advisor. Add a lightweight script to your existing site, embed the advisor inline, or share its hosted URL. Updates happen in your workspace — not in your website code.
View plansAvailable
Universal website embed
A floating launcher or inline advisor for websites that accept a small JavaScript snippet.
Available
Hosted advisor page
A dedicated link for campaigns, email, social profiles, or sites where you cannot add code.
Embed available
WordPress
Paste the universal embed into a Custom HTML block. A dedicated one-click plugin is planned.
Upcoming
CRM and calendar handoff
Automated CRM delivery and meeting-booking connections are on the product roadmap.
Monthly or annual plans
One advisor per workspace. Choose your plan.
Starter
$49/month
For a single site turning enquiries into qualified, structured conversations.
1 advisor per workspace
Or $490/year, billed annually
Start free trialProfessional
Higher volume
$149/month
For growing teams that need richer catalogs, analytics and team workflow.
1 advisor per workspace
Or $1,490/year, billed annually
Start free trialBusiness
$299/month
For larger teams that need higher conversation volume and more seats.
1 advisor per workspace
Or $2,990/year, billed annually
Start free trialEnterprise
Custom
For procurement, security review and bespoke commercial or deployment needs.
1 advisor per workspace
Contact salesPrices in USD; annual plans are billed once per year. Start a no-card trial now. Live payments are not enabled; test checkout requires configuration.
Frequently asked questions
Before you build your advisor
Help your next buyer choose
Give your next buyer a clear next step.
Add your product records, shape discovery around your sales process and test the journey before sharing it. From the first question to a Solution Plan, keep buyer needs and your team’s next action connected.