Target platform architecture.
The full solution evolves the current POC into a voice-first sales execution platform supporting campaign-driven outbound calls, dealer-personalized scheme pitching, structured order capture, enterprise integrations, analytics, and governance.
Campaign to conversion in 12 steps.
Every step is orchestrated, audited, and recoverable.
Campaign Created
Business user creates a campaign and selects dealer segment by market, category, scheme relevance, and priority.
Call Dispatch
Campaign orchestrator picks eligible dealers and dispatches outbound calls with retry and suppression rules.
Language Detection
Voice runtime connects the dealer, performs STT, and detects language from the first utterance.
Context Load
Agent loads dealer profile, campaign objective, relevant schemes, and previous interaction memory before first pitch.
Scheme Pitch
Agent pitches the most relevant scheme using the selected tonality — standard, assertive, or persuasive.
Objection Handling
Dealer asks questions or raises objections. Agent answers using RAG knowledge within the approved policy boundary.
Order Intent Capture
Agent detects order intent and begins structured extraction of product, quantity, and delivery preferences from speech.
Dealer Confirmation
Agent reads back order details and runs a correction loop until the dealer confirms product, quantity, and delivery terms.
Order Validation
Order engine validates the draft against product catalog, scheme constraints, and required metadata fields.
Salesforce Submission
Valid order is staged or submitted to Salesforce. Failures return actionable error messages with retry paths.
Outcome Classification
Agent classifies call outcome: converted, objection, retry, escalate, or no-answer.
Audit & Analytics
Conversation outcome, full transcript, order draft, tool calls, and integration result are logged for dashboards and audit.
AI tool surface.
These capabilities are exposed to the agentic AI layer via a controlled tool router. All calls are auditable.
get_dealer_sales_profile Dealer category, market, depot, territory, historical interactions, prior objections.
get_relevant_schemes Campaign-specific and dealer-specific eligible schemes with recommended pitch.
get_scheme_balance Current qualification or balance status for a specific scheme for this dealer.
search_scheme_knowledge RAG search over scheme rules, FAQs, and objection-handling answers.
get_product_catalog Product names, SKUs, pack sizes, order units, and order constraints.
create_order_draft Capture structured order from conversation: product, quantity, delivery preference.
validate_order Verify product, quantity, scheme eligibility, and all required fields.
submit_order_to_salesforce Punch confirmed order or return actionable failure with retry path.
log_sales_call_outcome Persist outcome, objection, interest level, order status, and next action.
open_case_or_escalation Create human follow-up or future Salesforce case for unresolved dealer issues.
Enterprise system contracts.
Salesforce
- Target system for all order punching
- Primary source for dealer profile details
- Order confirmation and status feedback
- Future: case creation and escalation management
MCC / Oracle
- Master data source: dealer, product, catalog
- Scheme metadata, eligibility rules, balances
- Backend sync for all upstream data changes
- Staging tables + replay capability for early builds