A distributor's order-takers start upselling with AI product picks
MSC's customer service reps see Proton's picks for each customer, like items due for reorder and products similar customers buy, and pitch them on the call.
Moderate
ManufacturingHow to do this
Paste it into Proton, picks show on each account. Or upload an order history export to ChatGPT, Claude, Gemini or Grok and use the prompt.
Here is our order history export. For each customer, list the items they buy on a regular schedule and are now due to reorder, based on their usual gap between orders.
Then name one product that customers with similar orders buy and this customer does not.
Focus: {{customer}}
Use only the data in the file. If a customer has too few orders to tell, say so. Do not invent products or prices.Example output
Customer, item due to reorder, last order date, usual gap between orders. One suggested add-on item, with the similar customers who buy it. Customers with too few orders are marked: not enough data.
What you need
Do this first. Proton (quote only)
- 1
Your order history loaded into Proton
- 2
Reps who talk to customers by phone or email
