AI Commerce Assistant + Salesforce CRM
A conversational AI shopping assistant that guides customers from browsing to checkout — and keeps Salesforce automatically updated with every contact, order, and opportunity. No manual CRM entry required.
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Workflow & Architecture
How this system works
Customer browses and asks product questions through the AI assistant.
Catalog search, stock checks, discounts, and shipping quotes via backend tools.
Secure payment link generated and order created through the conversation.
Salesforce updated with contacts, opportunities, orders, and line items.
Overview
Built an AI assistant with structured backend tools (catalog search, inventory checks, discounts, shipping quotes, secure checkout link generation, order creation) wired into a React storefront, an admin panel, and Salesforce as the system of record for contacts, opportunities, and orders.
The Problem
E-commerce businesses want AI-guided shopping — not just a search bar — that can also update CRM records and complete real transactions.
The Solution
Delivered a conversational commerce assistant with tool-calling for product discovery, checkout, and Salesforce CRM sync — contacts, opportunities, orders, and order items.
Key Features
- Conversational product discovery, stock checks, and discount handling
- Secure checkout link generation and order creation through chat
- Salesforce CRM sync for contacts, opportunities, orders, and order items
- Admin panel for managing products, pricing, images, and stock
- React storefront with AI-guided shopping flow
Outcomes & Business Value
- Supports customer conversations from product discovery through checkout
- Eliminates manual CRM data entry — every contact, opportunity, order, and order item syncs to Salesforce automatically
- Single conversational flow handles product discovery, checkout, and CRM updates without handing the customer off between separate tools
