An AI revenue assistant for a materials supplier.
SNRG built this assistant for a landscape and soil materials supplier. It answers product questions, takes quote and price-sheet requests, routes delivery and vendor questions, sends the team clean handoffs, and follows up around the clock. It passed 61 of 61 QA scenarios before it went live.
The situation
Materials buyers ask a lot of questions before they buy.
Soil, bark, mulch, compost, blends, quantities, coverage, delivery minimums, freight. Every inquiry is a string of questions before a quote is even possible, and the team cannot answer texts and load trucks at the same time.
In the back-and-forth.
- Product questions piling up faster than anyone could answer
- Price-sheet requests sitting unanswered
- Quotes missing the ZIP, quantity, or timeline needed to price
- Cold leads with no follow-up and no owner
One assistant, fully governed.
- GoHighLevel for CRM, SMS, and campaign lanes
- A custom reasoning brain for the logic and guardrails
- A grounded knowledge layer with forbidden-claim rules
- Delivery and vendor routing, plus internal sales alerts
Inside the build
What makes this assistant more than a chatbot.
Grounded knowledge
Products, prices, rules, and a real price sheet, with explicit allowed and forbidden claims so it never guesses.
Validated replies
Every message is checked for claims, price status, format, and length before it is allowed to send.
Quote & price-sheet flow
Collects what a quote needs, offers the price sheet, and creates a clean, ready-to-price handoff.
Delivery & vendor routing
Handles delivery reality, small-load logic, and vendor questions, routing them to the right place.
Safe by design
Sleep and wake windows, duplicate suppression, STOP and opt-out handling, and failure fallbacks.
Sales handoff & alerts
Internal alerts on hot leads and clean handoffs with full context to the human team.
What it does
The system, by the numbers.
Real facts about the build, not invented outcomes.
The same engine powers lighter builds like the tire-shop assistant. A simpler shop needs one lane, not five, which is why pricing scales with the build.
Questions
The two that matter.
How does it avoid wrong product or price information?
It runs on a grounded knowledge layer with explicit allowed and forbidden claims, and a validation step checks every reply before it sends. If it is unsure, it hands off rather than guessing.
Does it replace the sales team?
No. It does the repetitive front-line work, capturing details and following up, then hands clean, quote-ready opportunities to the sales team with full context.
For yards & suppliers
Want one for your operation?
We scope your products, rules, and lanes, build the knowledge layer, and prove it on QA before a single customer sees it.