With the Vendor Integration, your sales associates gain access to high-quality product information, images, and recommendations, empowering them to provide personalized and exceptional service to customers.
Once you opt into the Vendor Integration program, recommendations will begin appearing in your Dashboard and mobile app.
Here’s how it works:
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Product Recommendations: If a customer’s recently purchased item matches an item in the vendor's catalog, and that item has associated recommendations, your associates will receive suggested products to share with the customer.
- Note: Not all catalog items may have recommendations. For more information on how recommendations work click here!
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Customization Options: Sales associates can select or deselect specific recommended products to attach before sending them to the customer.
- Personalized Messaging: Associates can further customize the AI-generated message by editing the tone and wording to create a more personalized experience for the customer.
If you have any questions, or you'd like to enable a specific vendor catalog, please contact our Customer Support Team at support@clientbook.com or (385) 352-3518.