AI integrations and automation
Connect website chat, forms, email, CRM, scheduling and document search. Scope includes permissions, testing, running costs, human review and support. Training and managed deployment are both available.
In practice
How it works
Set up a conversational interface around approved business information. Decide which questions it can answer, what inquiry details it should collect and when to pass the conversation to a person.
Capture website, phone, text, and email inquiries, ask approved qualifying questions, route urgent requests, and create the right CRM or scheduling action.
Extract structured information from documents and messages, prepare records, generate drafts, and reduce repeated data entry without hiding uncertainty.
Make approved company information easier to find and turn scattered operational data into useful, repeatable reports.
Add authentication, scoped permissions, validation, logging, rate limits, cost limits, test cases, and manual review where the consequence of an error is high.
Before we begin
Things to account for