Capability Hub
Visual Configuration APIs
APIs and tools for visual configuration. Connect these to your AI agent to automate your prospecting and sales tasks.
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Tacton
CPQ and product configuration platform for complex products.
"Claude, use the Tacton API to configure this customer's custom machinery order with 50+ interdependent options and generate a detailed quote."
Closing & SchedulingView API
Support & Guidance
Visual Configuration FAQ
01
What is Visual Configuration in the context of sales AI?
Visual Configuration involves using AI agents and APIs to automate tasks like lead research, data cleaning, or outreach personalization. It allows your sales team to focus on closing deals while the AI handles the repetitive data work.
02
How can I automate Visual Configuration with Claude or Gemini?
You can connect these tools to your AI agent using their APIs or MCP servers. Simply provide the agent with the "Starter Prompt" shown above, and it will use the tool's capabilities to perform the visual configuration task for you.
03
Are these Visual Configuration tools compatible with my CRM?
Most tools listed here integrate natively with major CRMs like HubSpot, Salesforce, and Pipedrive. You can also use automation platforms like Zapier or Make to sync data between these tools and your existing sales stack.