Answer the everyday questions
Give it your service descriptions, policies and other customer-facing information. It can explain the details while your team gets on with the work.
For the people who contact your business
Give the next customer someone to talk to.
A question on your website. A text while you are on a job. A call in the middle of another call. Give customers an AI employee with a clear role and the business information it needs.
One customer role. Your chosen channels.
- Website chat
- Questions on your site
- An address for customer questions
- SMS & WhatsApp
- Messages to your business
- Business phone
- Calls to your assigned number
Keep conversations together
Review customer messages in the shared inbox. Linked contacts can bring recent conversations from other channels into the same employee’s context.
Let a person step in
Take over an email, text, WhatsApp or website message thread. Reply as a person, then hand the conversation back when you are ready.
Put it to work
Start with the job you already have.
- 01
Choose a customer role
Set up an employee for customer conversations, with its own instructions and selected business documents.
- 02
Connect its channels
Add your website, connect email or WhatsApp, or activate an assigned business number for text and calls.
- 03
Stay close to the conversation
Use the customer inbox to read message threads, respond yourself and manage contact details.
Channel availability depends on your plan, enabled channels, connections and credits. Website chat checks the permitted website and asks the visitor to verify their email. Business texting and calling need an eligible assigned number.
A couple of useful details
Before you get started.
Is this the same employee that works with my private files?
Customer-facing employees have a separate role and selected business knowledge. Your internal employee handles your team’s connected tools, private business context, meetings and tasks.
Can my team reply instead of the AI?
Yes. Take over a message thread in the customer inbox, reply over email, SMS, WhatsApp or website chat, then return the thread to the AI. Call conversations can also be reviewed in the inbox.
Make room in your day
Give it one real job.
Try the free email drafter, or bring your workflow to a demo.
Start free with the email drafter. No card required. Add a card to try all of Pro, cancel anytime, no surprise charge.
