Rep Co‑Pilot for B2B (RCP)
8/10
Demand Score
Key accounts churn when support can’t resolve B2B requests (quotes, terms, RMAs) in one interaction; revenue is lost on stalled assisted orders.
7/10
Blue Ocean
Competition Level
$349-2k
Price/Month
Predicted customer spend
6 days
Time to MVP
Difficulty: Moderate
The Problem
B2B Support and Customer Service Issues
Competitor Landscape
- Gorgias
- Zendesk
- Kustomer
- Intercom
- Salesforce Service Cloud
- Gladly
Must-Have Features for MVP
Unified 360° account timeline (orders, invoices, credit, tickets)
Delegated login-as with scoped tokens and full audit
Shared cart and co-browsing with sensitive-field masking
1‑click payment links with applied contract terms
Quote/RMA/Replacement flows from within the ticket
Real-time inventory and promised-delivery dates
SLA-aware alerts and guided playbooks
Connectors for telephony and CRM (Salesforce/HubSpot)
⚠️ Potential Challenges
- PII/PCI masking and data residency requirements
- Ensuring delegated access is narrowly scoped and audited
- Deep integrations across commerce, payments, and ERP
- Agent adoption and workflow changes
Risk Level: Moderate
🎯 Keys to Success
- Higher first-contact resolution and lower handle time
- Increase in assisted revenue and quote-to-order conversion
- Fewer escalations to ops/finance
- Positive CSAT/NPS trends for B2B segments
- Clean audit trails for every assisted action
Ready to Build This?
This moderate-difficulty project could be your next micro-SaaS success.