Help customers choose and buy in the chat.
Recommend products, check what is in stock and share a checkout link while the customer is still interested. Steps AI gives your store a sales agent that works from your own catalogue.
- Recommendations from your catalogue
- Only the discounts you set
- Your team can step in
WhatsApp
InstagramWebsiteOne conversation, from question to checkout.
Here is how a typical sales conversation goes when a customer is not sure what to pick.
Understand what they need.
The agent asks a short question instead of sending a long list of products.
I need a gift for a friend who just moved. Budget is around 3,000.
Lovely. Do they prefer something practical or decorative?
Products, courses, properties or health packages. The agent recommends from your own list and moves the customer to the next step.
InstagramLumen Home
An example conversation for an ecommerce business. Your agent answers from your own information and tools.
See Steps AI for ecommerceWhat your sales agent can do.
Everything it needs to turn a question into an order, and nothing you have not approved. Select a capability to view an illustrative demonstration.
Recommend from your catalogue
Your agent suggests products from your connected store based on what the customer tells it, such as budget, use or style.
Connect Shopify or WooCommerce and your agent recommends real products, checks stock and sends a checkout link, without the customer leaving the conversation.
- Products and prices from your own store
- Stock checked before anything is suggested
- Cart and checkout link in WhatsApp and Instagram
When a customer asks for a person, or the agent reaches something it should not handle, the chat moves to your unified inbox with the full history. Nobody has to repeat themselves.
- Set a wait time and a fallback message
- Email the right person when someone is needed
- On Instagram, replying from the app pauses the AI
Connect your store and CRM so your agent works from real products and real stock.
Shopify
WooCommerce
HubSpot
Google Drive
NotionGood to know
- Steps AI does not take payments. Customers complete their order on your checkout page.
- Stock checks and checkout links need Shopify or WooCommerce connected.
- Cart and checkout links work in WhatsApp and Instagram conversations.
Will the agent recommend products I do not sell?
No. Recommendations come from the products in your connected store, and the agent checks stock before suggesting one.
Can customers pay in the chat?
Not inside the chat. The agent shares a checkout link, and customers pay on your own checkout page.
Can it offer discounts?
Only the discounts you set up. It will not create an offer of its own.
What happens to customers who do not buy straight away?
The agent can save their details to your Steps AI CRM or to HubSpot, so your team can follow up later.
One agent can do more than one job.
Give the same agent the skills it needs, or run a separate agent for each job. They share your information, inbox and contacts.
See your sales agent work with your own catalogue.
Book a demo and we will walk through a sales conversation using products from your store.