Smart Advisor

Smart Advisor2020-05-05T16:08:40+00:00

Customer Engagement Designed to Sell Complex Products and Services

Smart Advisor is the next-generation Customer Engagement solution of Inventia chosen by more than 100 companies worldwide for sales and customer support. It allows customer engagement in chat and video chat on any digital channel through a remote Agent equipped with powerful tools for sharing and collaboration and can be integrated with every other Inventia solutions. And thanks to the patented Inventia Orchestra technology, it allows you to guide the customer automatically in commercial or CRM scripts making everything easy, fast and efficient, from engagement to the digital signature.

How Does Smart Advisor work

Meet the Client

Just one click is needed to establish communication between the customer and a remote human Agent through text chat, audio chat or video chat.



Share Screens, documents, browse them together and fill them, or highlight important sections as if in person.


Through the Script

Guide the customer automatically through the pre-configured commercial or crm script required, up to the digital signature.


Meet your Customer as if in person...

Smart Advisor allows you to get in touch in chat and video with a remote agent, anytime and anywhere.

It is multi-channel and is available for Web, Mobile (with or without App), click2call (to engage the customer with an email or text message) and also at the point of Sale through Smart Retail solutions.

Just one click and a remote Agent will be available to the customer to meet his needs

Share, Edit, Highlight, Fill... 

In addition, thanks to the Remote-Eye technology, the customer's camera becomes a remote scanner or allows you to acquire photos and images from a distance by guiding it remotely.

Guide the customer through the Commercial Process...

The Orchestra patented technology allows you to automate the execution of commercial or Crm scripts.

Guide the customer through the various steps of the requested process, stop it, continue it on a different digital channel, complete it at a different time.

Orchestra allows you to manage commercial processes even when highly complex or when they require numerous steps, in a simple and automated way.

Confirm with a Digital Signature...

Enable digital signature and sign contracts, agreements, documents as in person with digital signature, simply and securely.

No more face-to-face meetings, no more paper and unnecessary travel.

Learn how it works

Ambiti di Applicazione

Banking & Finance



Energy & Utilities


Public Administration