ValueSpace resources · Practical workflow
Select products and send a customer shortlist
Turn a customer need into a grounded shortlist from the real catalogue, then review the exact message before sending it.
Short answer
The assistant clarifies the buyer's need, filters the connected catalogue and prepares a small comparison with real product links. A person can review the products, explanation, recipient and channel before the shortlist is sent. The exact workflow depends on the connected service, available source data and permissions configured for the business.
How the workflow works
The assistant clarifies the buyer's need, filters the connected catalogue and prepares a small comparison with real product links. A person can review the products, explanation, recipient and channel before the shortlist is sent.
- Capture the need, budget and important constraints.
- Match only available catalogue items and explain the differences.
- Approve the shortlist and exact outgoing message.
Keep decisions and data under control
The assistant must not invent availability, price, compatibility or delivery terms. Sending requires the configured channel and approval.
What to prepare before starting
Prepare catalogue access, a safe customer example and the person authorised to approve recommendations.
How this works in ValueSpace
ValueSpace supports the workflow described in “Select products and send a customer shortlist” within the available data, connection and permissions. The visible result and approval boundary remain part of the same reviewable task.
- The assistant clarifies the buyer's need, filters the connected catalogue and prepares a small comparison with real product links. A person can review the products, explanation, recipient and channel before the shortlist is sent.
- The assistant must not invent availability, price, compatibility or delivery terms. Sending requires the configured channel and approval.
- Prepare catalogue access, a safe customer example and the person authorised to approve recommendations.
- Capture the need, budget and important constraints.
- Match only available catalogue items and explain the differences.
- Approve the shortlist and exact outgoing message.
Continue with Manage projects, tasks and business messages with AI.
Frequently asked questions
The assistant clarifies the buyer's need, filters the connected catalogue and prepares a small comparison with real product links. A person can review the products, explanation, recipient and channel before the shortlist is sent. The exact workflow depends on the connected service, available source data and permissions configured for the business.
What to prepare for a practical test
Use a safe real example, current source data and clearly assigned approval responsibility.
- Capture the need, budget and important constraints.
- Match only available catalogue items and explain the differences.
- Approve the shortlist and exact outgoing message.