Sales
Price questions answered from the current price list
The price lists live in a Google Drive folder that sales already keeps up to date. Synced as a knowledge base, every chat and every quote agent answers from the latest version, with the sheet it came from.
Synced sources are on Business: up to 10 per workspace.
- 01Add the Drive folder “Sales / Price lists” as a synced source
- 02Attach the knowledge base to the quote agent
- 03A new price list in the folder is picked up on the next sync
- 04Answers cite the sheet, so a salesperson can check before quoting