A complete reference to every Talkulate AI CPQ capability: what each one does, what ships in a standard implementation, and the design decisions behind a validated quote.
Discovery and quoting still run through people. A customer wants a configuration, and a sales manager or a pre-sales engineer has to interview them and assemble the quote by hand. Most quoting tools do not remove that work, they just move the bottleneck around. Talkulate’s architecture lets a customer resolve a typical request on their own, validated end to end, so your managers and engineers keep only the genuinely complex deals that actually need them.
Discovery and quoting funnel through your sales managers and pre-sales engineers. Most quoting tools just move that bottleneck around, from one person or screen to another.
The customer self-serves the typical request, validated end to end, and a quote comes out the other side. Your experts step in only when a deal is genuinely complex.
A customer describes the job and walks away with a validated quote in about fifteen minutes, at any hour, with no one waiting on a human. You stop losing deals to whoever answered first.
The routine requests never reach a person. Your pre-sales engineers get their week back and spend it on the deals that actually need engineering, not on assembling configs by hand.
Every lead that used to be "too small to bother with" now gets a complete, correct quote anyway. You grow pipeline without growing the team.
Every line is checked against your real catalog as it is built. No more "sorry, that setup does not actually work" after the customer already said yes.
Prices, rules, discounts, and bundles are edited from one screen and go live instantly. No developer, no ticket, no consultant. Your catalog moves as fast as your business.
When a customer’s own words point to a real need, the right add-on, service, or protection lands on the quote, with a reason. Every deal ships at its full value, even the ones no rep had time to work.
One agent runs the conversation in plain language. The other checks every choice against your product catalog. Your customer only ever sees a clean, validated result.
Holds a focused, adaptive conversation. It asks only what it needs to understand the job, in the customer’s language, without rigid forms or a long questionnaire.
Checks every selection against your live catalog and your compatibility rules. It produces a validated configuration, or flags an exception for a human.
The customer describes the job in their own words. No browsing, no SKU codes. The Interviewer Agent turns that into clear requirements.
The Engineer Agent checks compatibility, availability, and constraints against your real product data. Anything that fails the rules never makes it into the quote.
A validated quote and bill of materials land where your team works: your CRM, an email, or a branded document. Edge cases route to a person with full context.
The customer describes what they need. The conversation adapts.
The customer describes the job in plain language. No catalog to browse, no product line to pick first.
Questions adapt to the answers given. It is a real conversation, not a fixed decision tree, so the customer is never asked something irrelevant.
Different flows for different audiences, for example a technical buyer versus a first-time one, all on the same engine.
Interface and conversation languages are set per deployment, so each market is served in its own language.
The conversation is saved. A customer can leave and pick up later, even days later, without starting over.
The same engine adapts its tone, from a technical spec dialogue to a friendly guide, depending on who is asking.
A human can step into the live conversation at any moment when a deal needs a personal touch.
When a customer’s words point to a real need, the engine adds the right line to the quote, with a reason. These are deterministic rules, not generic recommendations.
Signals about the customer’s environment or industry become relevant complementary items, so the quote fits how they will actually use the product.
Signals about criticality, budget, or growth surface protections like warranty, service level, spare capacity, or financing, so the customer protects the purchase they are about to make.
Signals about skill or capacity gaps surface installation, onboarding, or managed support, so nothing the customer needs to succeed is left off the quote.
Up to five upsell mechanics are included in a standard implementation. Additional mechanics are scoped as a separate piece of work. Every upsell line is a validated line in the same quote, never a loose suggestion.
We connect to the product data you already have. Your source stays as it is; we build the optimised model the engine needs.
Spreadsheets, exports, documents, or an API: we turn whatever you have into clean structured data. If you have no structured catalog yet, that is a scoped project, not a blocker.
Power, slots, cross-product, and regulatory limits are encoded so non-compliant or impossible options are excluded automatically.
A dedicated pricing module manages prices, discounts, and bundles. Price is computed from the configuration and context, so it is never frozen into code and easy to keep current per segment or currency.
Special commercial terms, thresholds, and promotions are handled by the same managed pricing module.
A non-technical admin screen lets your team add or update products without a developer.
New products in existing categories are a fast path. A genuinely new category with new constraints is a small scoped update.
Real-time sync with your ERP or master catalog is a custom integration we scope with you.
From first message to a validated quote in about fifteen minutes for standard configurations. Complexity moves the number, but the order of magnitude is minutes, not days.
A complete BOM with the compatibility reasoning behind it, ready for your team and your customer.
A clean proposal with the spec, pricing, compatibility, and any regulatory notes in one place.
The customer can swap parts within the alternatives you allow. Price recalculates instantly, and the configuration stays valid.
Each choice comes with a plain reason, inline or as a summary, so the quote is self-explanatory.
A branded PDF with your terms and a validity date, ready to attach or download.
Embed it on your site in minutes, route leads to where your team works, and keep the systems you already depend on.
A small embed your web team can add in about ten minutes, on your own domain.
Standard embed patterns for the common website platforms and for a custom site.
A validated quote can land in your CRM as a draft record. Scope is custom per system.
Every lead arrives as a transcript plus quote, by email or as a CRM record, your choice.
Edge cases route to your team-chat channel with the full conversation attached.
A headless option for teams that want to build their own front end on top.
Standard deployment runs in an isolated private cloud in the EU or US, so data residency is a choice you make, not a surprise.
For teams that must keep data inside their own environment, we deploy fully on your infrastructure.
GDPR-ready, with personal data kept separate from the AI logic and data-processing agreements your legal team can sign.
Costs, margins, and internal logic are never exposed to the end customer. They see a clean quote, nothing behind it.
Personal information is handled apart from the reasoning layer, which keeps your privacy posture clean.
Standard deployments are monitored around the clock against the platform service level.
We never train models on your data, and we never write to your production systems without your own credentials and approval. Your data works for you, not for anyone else.
By default the customer self-serves a validated quote. When you want a human in the loop, a manager can review and edit any configuration before it is sent.
Your team is notified of every new configuration by email or in your CRM.
Sign-off thresholds, like a discount cap, are defined as configuration. Approvals exist for the exceptions, not as a workflow you have to feed.
Your reps see the same per-line reasoning as compliance, so they can speak to every quote with confidence.
Onboarding your team takes hours, not weeks.
See how conversations move from first message to lead, and exactly where people drop off.
Conversations versus visitors, and the validated contacts that result.
See what the AI proposed versus what customers changed, so you learn where price sensitivity and catalog gaps are.
Read what your market actually asks for, in their own words.
Review configurations over any time range for seasonal or compliance review.
No surprises. Here is what ships in a standard implementation, what we tailor to you, and what is an add-on.
Implementation is a fixed fee plus a monthly platform subscription that includes a dialog allowance. Enterprise on-premise is a custom quote. Payment is phased: deposit, integration, go-live. Exact figures are on the pricing page.
Capabilities only mean something in context. Our comparison hub scores this platform against the quoting, CPQ, and AI guided-selling systems you are weighing, on one consistent methodology: configuration depth, governed quotes, integrations, coexistence, and time to a valid quote.
Because it does not generate from memory. Every component is checked against your real product data and your compatibility rules in real time. If a combination breaks a rule, it is blocked before it can appear. When the system cannot validate something, it flags it for a person instead of guessing. The output is always either a validated configuration or a clearly marked exception.
Standard deployment runs in an isolated private cloud in the EU or US, and a full on-premise option is available. We are GDPR-ready, we keep personal data separate from the AI logic, and we never use your data to train models. Drafts are written into your systems under your own credentials and approval.
No. Structuring your data is our job, not a prerequisite you solve first. We work from spreadsheets, exports, documents, or an API and build the clean model the engine needs. If you have no structured catalog at all, that is a scoped project we handle.
For standard configurations, about fifteen minutes from first message to a validated quote with a full bill of materials. More complex requests take longer, and genuinely unusual ones are escalated to a person with full context rather than answered with a guess.
Yes. A manager can review and edit any configuration before it is sent. Approval thresholds, like discount caps, are set as configuration, and your reps see the reasoning behind every line so they can stand behind the quote.
Tell us about your catalog and where quoting slows you down. On a 30-minute call we walk through how an implementation would work, what we would need from your side, and give you a straight answer on fit, scope, and timeline.
No pitch deck. Typical call: 20 minutes on your case plus 10 minutes Q&A.