COMMERCIAL OPERATIONS

    Convert every customer intent into action.

    Isbo turns customer intent into action through scheduling, follow-up, CRM activity and purchase assistance.

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    Isbo Commercial Operations: the finalized calendar illustration showing appointment scheduling, meeting coordination and confirmation

    DELEGATED EXECUTION

    When the customer is ready, Isbo does the work required to move them forward.

    Customer intent only creates value when something happens next. An appointment needs to be booked, a follow-up sent, an opportunity updated or a purchase completed. Isbo turns intent into execution by carrying out the operational actions required to keep the customer moving.

    1. Intent
    2. Decision
    3. Execution
    4. Progress

    Not another task for your team. Work Isbo can execute for you.

    Connected to the systems that move customer intent forward.

    • Google Calendar
    • Outlook
    • Google Meet
    • Microsoft Teams
    • Zoom
    • HubSpot
    • Salesforce
    • Shopify
    • WooCommerce

    COMMERCIAL OPERATIONS CAPABILITIES

    One concierge. More work you can delegate.

    Give Isbo the capabilities to schedule, follow up, update commercial activity and assist customers through the next step.

    01Schedule

    Turn availability into a confirmed appointment.

    Isbo can check availability, propose times, confirm appointments, create meeting links and coordinate the information customers need to attend.

    • Google Calendar
    • Outlook Calendar
    • Appointment booking
    • Rescheduling
    • Google Meet
    • Microsoft Teams
    • Zoom
    • Confirmation messages
    • Reminders
    Isbo confirms María López’s Saturday appointment at 11:30 AM in Google Calendar, with Google Meet, confirmation sent and reminder scheduled.

    02Follow up

    Keep the next step from becoming a missed opportunity.

    Isbo can follow up through connected channels when a customer has not completed the next step, helping conversations maintain momentum without relying on manual reminders.

    • WhatsApp follow-up
    • Email follow-up
    • Appointment reminders
    • Conversation re-engagement
    • Next-step reminders
    • No-response follow-up
    Isbo resumes the conversation with María, proposes Saturday at 11:30 AM and receives her confirmation to book.

    03Update

    Keep commercial activity current as conversations progress.

    As interactions move forward, Isbo can create or update contacts, opportunities, tasks and relevant commercial records so customer activity does not stay trapped inside the conversation.

    • Create contacts
    • Update customer records
    • Update opportunities
    • Create tasks
    • Add reminders
    • Sync relevant activity
    • HubSpot
    • Salesforce
    Isbo updates María López’s contact and opportunity and creates an appointment reminder task in HubSpot and Salesforce, keeping context current.

    04Assist purchases

    Help customers move from product question to purchase.

    For Shopify and WooCommerce businesses, Isbo can answer product questions, surface relevant options and help customers continue through the buying journey.

    • Shopify
    • WooCommerce
    • Product information
    • Product recommendations
    • Availability
    • Purchase guidance
    • Follow-up
    Isbo answers a question about white running shoes and presents two available options with product links to continue the buying journey, alongside Shopify and WooCommerce.

    ISBO AT WORK

    Different next steps. The same concierge.

    Appointment

    Trigger
    “Saturday at 11:30 works for me.”
    Isbo executes
    • Calendar event
    • Google Meet link
    • Confirmation
    • Reminder

    Outcome

    Appointment confirmed.

    Follow-up

    Trigger
    The customer requests information but does not complete the next step.
    Isbo executes
    • Follow-up
    • Conversation re-engagement
    • Task / opportunity update

    Outcome

    Conversation reactivated.

    Assisted purchase

    Trigger
    “Do you have white running shoes?”
    Isbo uses
    • Product catalog
    • Availability
    • Customer need

    Isbo responds with relevant options.

    Outcome

    Customer moves toward purchase.

    CONTEXTUAL INTELLIGENCE

    Execution depends on knowing what can happen next.

    Before Isbo acts, it can evaluate the customer, conversation, business rules and current operational state to determine which action is relevant and executable.

    CUSTOMER

    Identity · Status · Preferences

    INTENT

    Request · Conversation · Next-step readiness

    OPERATIONS

    Availability · Calendar · Tasks

    COMMERCIAL

    Opportunity · Products · Purchase activity

    DYNAMIC BUSINESS CONTEXT

    RELEVANT ACTION

    Context helps Isbo decide not only what to say, but what to do.

    FROM EXECUTION TO AMPLIFICATION

    Every completed interaction can strengthen what customers see next.

    Digital Positioning gives Isbo the capabilities to manage reputation, social activity, discoverability and the digital presence that generates the next customer interaction.

    Explore Digital Positioning

    HIRE ISBO

    Put Isbo to work on the next commercial step.

    See how Isbo can turn customer intent into appointments, follow-up, commercial activity and purchases.

    Book a Demo