AI agent to support B2B sales
Automate your B2B and B2C quoting and customer service processes. Implement an intelligent assistant that autonomously analyzes emails, prepares quotes, and responds to product questions, complaint statuses, and more. Free up salespeople's time for relationship building and improve customer service by shortening response times and improving their quality.
What is Agent AI for Sales Support?
Agent AI is an advanced, automated system based on the n8n tool. It was created for manufacturing and distribution companies to independently analyze and respond to sales emails, relieving human interaction with customer service.
An AI agent is not just a chatbot – it is a configured tool that integrates with your knowledge base and systems to:
Independently analyze the content of incoming sales emails.
Identify customer intentions (purchase, product inquiry, complaint, etc.)
Prepare precise answers or ready-made baskets of products.
In what situations does Agent AI help your team?
AI Agent for the Sales Department
(request for quotation)
When a customer writes: "I would like to request a quote", "I want to order" or provides a list of EAN/SKU4 codes.
Agent Action: It recognizes products, checks availability, and creates a ready-made shopping cart or price quote. If an item is out of stock, it suggests substitutes or requests clarification.
AI Agent for the Logistics Department
(order statuses and logistics)
Questions like, "Where is my package?" or "What is the status of my order?"
Agent Action: Verifies the order number in the system and automatically informs the customer about the implementation stage.
AI Agent for the Complaints Department
(initial complaint handling)
Reports such as: "product damaged", "does not work", "item missing".
Agent Action: Verifies whether the report complies with the complaint process and instructs the customer on next steps.
AI Agent for the Technical Department
(technical inquiries)
When a customer asks about detailed product specifications, assembly methods, component fit or servicing procedures.
Agent Action: It analyzes user manuals, technical data sheets, and external knowledge bases. Based on these, it prepares precise, step-by-step instructions or explains technical complexities without involving engineers.
AI Agent for Customer Service
(product inquiries)
When a customer asks about technical data, dimensions, availability or a catalog card, without the clear intention of buying "here and now".
Agent Action: Collects data from PIM/ERP and other specified sources and provides precise technical answers.
Have any questions?
Let's talk about cooperation.
Security and protective filters used in the AI Agent
Our solution is designed with business security in mind. The AI agent has built-in security mechanisms that:
• Filter out unwanted topics: The agent will not engage in discussions about the weather, recipes or life advice.
• Blocks manipulation attempts: The system is resistant to attempts to extract internal data, system prompts or API tokens.
• Detect dangerous content: Automatic blocking of content that does not comply with the rules (violence, fraud).
Why Cognize eCommerce B2B agency?
We specialize in digitizing B2B sales for medium-sized and large companies – manufacturers and distributors. Our offering is distinguished by three substantive pillars:
A consultant who cares about the quality of your project
Each project is led by an experienced consultant – a former e-commerce manager from the B2B industry. This ensures that the implementation is led by someone who understands the day-to-day operations, challenges, and needs of your company.
“Flexible Accelerators” that reduce implementation costs and time
When implementing systems, we use ready-made "accelerators." These are systems and modules we've developed ourselves, based on open technologies. They reduce costs and shorten implementation time while remaining fully configurable to your unique needs.
Narrow specialization = we have already completed a project similar to your needs
Over 100 completed projects have allowed us to understand the specifics of companies operating in the B2B (often combined with B2C) sector. As a result, we have reference implementations and customer reviews for 92% of our inquiries.
Implementation without changing habits: AI agent makes work easier in already available tools
A key advantage of Cognize's AI Agent is that its implementation doesn't require your team to learn another complex tool. Automation integrates directly with your existing systems—your email inbox or ticketing system.
Natural work environment
Salespeople and customer service representatives don't have to leave their email.
Ready-made answer suggestions
For each incoming inquiry (offer, product or order status), the AI Agent automatically prepares a draft version of the response message.
Full control and editing
The suggested content appears exactly where the employee would normally type a response. They can edit, personalize, or simply approve it with a single click at any time.
No resistance to new technology
Because employees operate in their natural workspace, the barrier to entry is virtually nonexistent. Instead of wasting time on tedious data entry, the sales team simply verifies the work performed by the system.
Have any questions?
Let's talk about cooperation.
How do we implement AI Agent to support sales in B2B eCommerce?
01
Workshop and analysis
During the Workshop Meeting (online), we define the email handling process (function diagram), identify message sources (triggers), define use cases and establish a concept for creating offers.
02
Analytical work
Meeting with the IT department to determine the method of data exchange and data analysis.
03
Configuration and implementation
Implementing logic in the n8n tool, configuring API queries, creating email templates, and connecting the product database. At this stage, we also implement dedicated processes.
04
Maintenance and supervision
Constant monitoring of agent performance, response optimization and technical support.
Case study
How does the AI Agent work in practice?
Main machine
Analysis of emails with classification into request for quotation, status inquiry, general inquiry, quotation process, etc.
The process of creating a product dictionary based on customer queries
Customers name products differently, we detect this and teach the agent by building appropriate dictionaries
Order status inquiry
Based on the customer's email inquiry, the algorithm learns the status and internal comment for the order and responds to the customer
Customer inquiry
Assistant's response to inquiry regarding lamps.
Have any questions?
Let's talk about cooperation.
Inquiries
How does the request for quotation work?
We take responsibility for our clients' businesses.
Our approach and effective actions build partnerships that we mutually appreciate.
01
Contact and talk about the project
Contact us and explain your needs. We'll gather all your requirements and discuss your project together (in person or via video call).
02
Specification and planning
We'll work with you to develop project specifications during a workshop at your company. At the end of the meeting, we'll create documentation, a feature list, and a full project plan.
03
Offer and implementation
We will respond to your specifications and present our offer. We will begin the project with a kick-off meeting, during which we will introduce the experts from our dedicated team and present the work schedule.
Scoping process
and project budget (free of charge)
The result of the recognition process is:
01.
Knowledge of Cognize's experience in similar projects
02.
Knowledge of customer needs
03.
Knowledge of the project implementation process
04.
Preliminary project estimate
Pre-implementation analysis process
(about 4 weeks)
The result of the Pre-Implementation Analysis Process is a planned project – Pre-Implementation Analysis*,
which includes:
01.
Technical Specifications (text document)
02.
List of functionalities
03.
Project budget and schedule
*The prepared Pre-Implementation Analysis is the property of the Client and may be used to perform market research and collect offers.
What else can we do for your company?
Cognize B2B eCommerce Agency - What do we do?
We offer services aimed at increasing revenue, optimizing processes and improving profitability.
Investment
Implementation and maintenance
integrations
Technology
B2B consulting
Not sure what system you need yet?
Before you decide on a specific technology, it's worth exploring which solution truly fits your sales model. Our experienced B2B eCommerce Manager consultants help companies choose the right direction—without predetermined answers. If you feel it's a good time for a consultation, learn what such a collaboration looks like.
Experience
Experience in your industry
The electrical, heating, lighting, cosmetics, medical, motorcycle, automotive, FMCG, clothing, and sports industries are just some of the industries we have implemented. Ask about our experience in your industry.
What do our clients say about us?
Punctuality, flexibility, availability, professionalism (...)
In 2017, we began working with Cognize (KMK Group) on the BAST system. Since then, the project has been developed and managed with exemplary skill. Cognize's (KMK Group) work is characterized by timeliness, flexibility, availability, professionalism, and, most importantly, the ability to present complex programming solutions in an accessible format.
This cooperation has resulted in our development and stability.
This cooperation has resulted in our development and stability, and the form of business contacts based on mutual trust is increasingly rare today, yet extremely effective.
(…) we can now easily and effectively manage our product catalog (…)
Cognize provided us with two services: Digital Sales Transformation Consulting and PIM Implementation. They provided the necessary know-how and demonstrated methods for various business process integrations with PIM systems. Thanks to their expertise, we can now easily and effectively manage our product catalog while minimizing implementation costs.
They helped us understand our needs and proposed the best solution based on the analysis results.
Our collaboration with Cognize began with a consultation. At this stage, they helped us understand our needs and proposed the best solution based on the analysis results. Cognize then began implementing the final system. The project was conducted with a high level of communication, on time, and, most importantly, with the Cognize team's ongoing initiative.
Immediately after opening the new store, we saw an immediate increase in sales.
After launching the new online store, sales immediately increased. The Cognize team (formerly KMK Group) was able to manage the project independently, working with minimal involvement from the snowboard brand. Their independence and communication skills were also impressive.
(...) we recorded a dynamic increase in our company's turnover
(...) The e-commerce platform they created not only meets all our expectations but also provides enormous opportunities for future technological development. Thanks to the solid technical architecture and innovative features, we have seen dynamic growth in our company's turnover, which we attribute directly to the functionality of the new website. Excellent communication and high availability of the team ensured we could count on support at every stage of the project. (...)
FAQ
Frequently asked questions about AI Agent for B2B sales support
Does Agent AI only support email?
The base version of the system supports email communication. We are also working on chat modules (Chat Agent), which can serve as a website assistant or internal support for the sales department.
What if AI doesn't find the product?
The system is programmed so that if there is no clear match for the product (e.g. incorrect EAN code), it will ask the customer for details or request data verification, instead of creating a false offer.
What technologies does Cognize AI Agent work with?
We use the n8n platform for process design, OpenAI models for natural language analysis (LLM), and vector databases for fast product catalog searches.
Will we have access to the tool configuration?
Yes. We believe in a partnership model, so we don't lock the system away from users. Full configuration and oversight of the AI Agent's operation is available to your team. Furthermore, comprehensive training is a regular part of every implementation process.
Our goal is to educate your employees so that over time they can fully independently manage the settings, knowledge base, and response scenarios, adapting them to the current needs of the company.
Do you have an idea, a ready specification or a business need?
Write to us. We will contact you within 24 hours.