Work smarter with AI

Put AI on the retyping and the searching

Your team reviews instead of keys, and your customers find products the way they talk.

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Work smarter with AI

Your questions, answered

What dealers ask about AI

What does AI actually do for my team?

It does the reading, matching and typing: Assist AI drafts quotes from emails, texts and attachments, the Takeoff Agent drafts quotes from takeoff documents, and AI search helps customers find products.

See the AI features
Does the AI send quotes on its own?

No. Assist AI and the Takeoff Agent draft quotes, and your team reviews, adjusts and sends them.

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How does the Takeoff Agent learn how we quote?

We set it up with your sales team over one to two weeks, writing an instruction file that covers how you build quotes, combined with your calculators and product lists.

See the Takeoff Agent
Can we handle requests that come by email, text and WhatsApp?

Yes. Assist AI brings them into one inbox, reads the message and its attachments, and matches the items to your catalog.

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Can customers search in plain English?

Yes. AI search combines fuzzy search on your product metadata with natural-language queries, so typos and project descriptions still find the right products.

See AI search
Is there AI in the mobile app?

Yes. Customers can scan a UPC barcode or use an image to find a product, order by voice, and message your team.

See the mobile app
Can AI clean up our product data?

Yes. AI product enrichment generates descriptions and SEO tags and helps clean up catalog data.

See product management
Will AI assistants be able to find our products?

Universal Commerce Protocol support makes your catalog readable to ChatGPT and Gemini, alongside server-side rendered pages and merchant feeds.

See discoverability
Work smarter with AI at work

In practice

AI that drafts, people who decide

  1. 1

    A request comes in

    By email, text, WhatsApp, the app, a quote request or a takeoff document.

  2. 2

    AI reads it

    Using your catalog, your rules and the way your team quotes.

  3. 3

    A draft is prepared

    Matched products and a draft quote, ready to review.

  4. 4

    Your team decides

    Reps review, adjust and send. People stay in control.

See it in action

Every request in one inbox, a draft ready for review

Assist AI reads each message and its attachments, matches the items to your catalog and drafts the quote.

  • Email, SMS, WhatsApp and quote requests together
  • Reads text and attachments
  • Your rep reviews, adjusts and sends
Assist AI inboxDemo data

One inbox for every request

Assist AI
Email

Demo Builders

Need a price on the deck plan, PDF attached

SMS

Demo Framing

Can you quote 40 studs and 12 sheets of OSB?

WhatsApp

Demo Decks

Photo of my handwritten list

Quote request

Website

Request from the contractor portal

Draft quote for Demo Builders

Ready for review

Read from the email and its PDF attachment, matched to your catalog

2x4x10 SPF Studx 40
7/16 OSB Sheathingx 12
Joist Hanger 2x10x 24
Review and send

Connects to the systems you already run

Our team handles the setup. See all integrations

See what ToolSwift does for your business

Book a demo and we'll walk through the platform with your catalog and your workflow in mind.

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