Pre-sales support

AI support for pre-sales product questions

Pre-sales product questions — sizing, compatibility, availability, and recommendations — can block purchases or create unnecessary support tickets. Zynli answers these from your knowledge base and optional catalog APIs inside the support widget, and escalates complex sales cases to human agents when a personal recommendation is needed.

Why pre-sales product questions matter

Customers ask product questions before buying to reduce purchase risk. Slow or inconsistent answers lose sales; repetitive answers drain support team capacity that should focus on post-purchase issues.

  • Sizing and fit questions are common in apparel, footwear, and accessories
  • Compatibility questions matter for electronics, parts, and bundled products
  • Availability and restock questions spike during launches and sales events
  • Recommendation requests need product knowledge beyond a simple FAQ

Common pre-sales product questions

  • What size should I order?
  • Will this work with [product/model]?
  • Is this item in stock?
  • When will this be back in stock?
  • What is the difference between these two products?
  • Do you recommend this for [use case]?

How KB and product info help pre-sales answers

Zynli retrieves answers from your product documentation, sizing guides, compatibility charts, and help content. When connected, catalog APIs provide live availability data.

Knowledge base content

Size charts, ingredient lists, spec sheets, comparison guides, and care instructions indexed for RAG answers.

Catalog API workflows

Live stock checks, variant availability, and price lookups when your commerce API is connected.

Widget on product pages

Customers ask questions in context while browsing — no need to leave the product page for answers.

When sales or support handoff is needed

Some pre-sales questions need human judgment — custom configurations, bulk orders, or nuanced recommendations that go beyond documented specs.

  • Custom or bulk order inquiries route to sales team
  • Complex compatibility with legacy systems needs specialist review
  • Customer explicitly asks to speak with someone before purchasing
  • Low-confidence KB answer on a high-value product should escalate

Pre-sales vs post-purchase product support

Pre-sales questions

Sizing, compatibility, availability, comparisons — goal is helping the customer decide to buy.

Post-purchase questions

Usage, troubleshooting, warranty — goal is helping the customer succeed after buying. See AI product support.

Support workflows you can automate

Configure AI support for orders, shipping, returns, billing, and product questions — grounded in your knowledge base and connected to your APIs.

Billing Agent

Charges, invoices, payment methods, and billing disputes.

Example questions

  • · Why was I charged twice?
  • · Can I update my payment method?
  • · Where is my invoice?

Example actions

  • · Look up charge details via API
  • · Explain billing policy
  • · Escalate billing disputes

AI resolves most issues. Agents handle the rest.

When automation can't resolve an issue — damaged goods, billing disputes, or policy exceptions — escalate to a human agent with full thread history and optional ticket creation.

  • Low-confidence answers trigger handoff automatically
  • Agents see chat history, citations, and workflow run logs
  • Escalations become numbered tickets on your kanban board
  • Customers track progress via magic-link portal

Visitor

My package arrived damaged. I need a replacement.

AI workflow

Connecting you with an agent — your order details and photos are included.

Human agent

Replacement arranged. Ticket created for tracking.

Frequently asked questions

Can Zynli answer sizing questions from a size chart?

Yes. Upload or crawl your sizing guides into the knowledge base. AI retrieves relevant sizing context based on the customer's question.

Can Zynli check product availability?

Yes, when your catalog or commerce API is connected via Actions & Flows. Otherwise, KB can answer general availability policies.

How is this different from AI support for product questions?

The product questions page covers both pre- and post-purchase. This page focuses specifically on pre-sales intent that affects conversion.

Can pre-sales questions escalate to a sales agent?

Yes. Configure escalation rules to route complex recommendations and bulk inquiries to your sales or senior support queue.

Does this work on Shopify product pages?

Yes. Embed the Zynli widget on product pages via script tag. Customers get answers without leaving the purchase flow.

See how Zynli automates your support

Train AI on your knowledge base, connect your APIs, and resolve order, shipping, billing, and return issues in chat.

Related pages

All use cases