Bring your information
Add facts manually or import permitted websites and supported documents for private review.
FROM INFORMATION TO ACTION
Start with what makes your business yours.
A clear path from trusted information to useful AI: organize, approve, test, then use it across supported workflows.
Website Private importBusiness facts Manual entry availableDocuments Private upload
Your business knowledge
Reviewed facts + instructions
APPROVAL FIRSTBuilt-in workspaceSupported connectionsFuture automations
Concept illustration · See each product page for current availability.
Guided approach
Private website/file imports, reviewed knowledge and draft review are available. Versioned agents with selected knowledge, retrieval testing and owner-controlled publishing are available.
HOW IT WORKS · THE APPROACH
A foundation you can build on.
Set the boundaries
Choose customer-facing facts, team access and permitted connections.
Put it to work
Review drafts, use your CRM and configure supported channels.
SEE THE BUSINESS POSSIBILITIES
Give every inquiry
a clear next step.
Build an AI agent around your business facts and rules. Help customers get answers, capture their interest and organize what happens next—using built-in modules or supported connected tools.
Illustrative conversations for fictional businesses across auto repair, salon, home cleaning and jewelry services. These previews do not make calls, send messages or create bookings. Availability is shown on each example.
WEBSITE CHAT · AUTO REPAIR SHOP
Answer the question. Capture the interest.
CUSTOMER
Do you service hybrid cars? Can I get a brake repair estimate?
AI / WORKFLOW PREVIEW
Yes, our example shop services hybrid vehicles. A technician needs to inspect the brakes before confirming a repair estimate. May I collect your vehicle details and contact information for the service team?
Vehicle details → service inquiry with reply consent
Answer service questions using approved shop information and collect the details a technician needs to follow up.
Supported chat requires setupExplore website chat →
AI PHONE ASSISTANT · HAIR SALON
Give callers a clear next step.
CUSTOMER
I’d like balayage this weekend. Do I need a consultation first?
AI / WORKFLOW PREVIEW
I’m the salon’s AI assistant. Our example salon requires a consultation for first-time color clients. I can collect your preferred day and ask the team to discuss your hair goals. Availability still needs to be checked.
Color consultation request → salon team follow-up
The planned voice assistant can collect service requests while stylists are with clients, and hand off questions that need their expertise.
Voice module plannedExplore voice AI →
APPOINTMENT WORKFLOW · HOME CLEANING SERVICE
Move from interest to an appointment.
CUSTOMER
Can I book a deep clean for a three-bedroom home on Thursday morning?
AI / WORKFLOW PREVIEW
The workflow would check your ZIP code, home details and cleaning-team availability. You would review the service scope, price and time in America/Chicago before confirming the booking request.
Service area → scope → available slot → confirmation
Match the right cleaning service to the home and available team. Confirm the appointment only after the scheduling system succeeds.
Native booking plannedExplore booking →
CRM & FOLLOW-UP · JEWELRY STORE
Keep the conversation moving.
CUSTOMER
Please email me about a custom ring.
ILLUSTRATIVE WORKSPACE RECORD
Request: custom engagement ring Owner: sales team Next step: discuss design and budget Email consent: requested before sending
One inquiry, one owner, one visible next step
Organize custom-order inquiries in your CRM. Planned automation will use approved rules to draft replies, assign tasks and track delivery.
CRM available · automation plannedExplore CRM →
BEYOND THE CONVERSATION
One business foundation.
Workflows across your business.
The roadmap extends to email, customer support, sales, commerce and team tasks. Each workflow needs the right tool access, permissions and a tested outcome.
Draft replies from approved policies.
Route inquiries and track follow-ups.
Use product facts; connect live systems for current data.
Assign tasks and surface exceptions for review.
Automation roadmap illustration. Failed actions and unanswered questions need a visible queue and human follow-up; no system can guarantee that every lead is captured.
A PRACTICAL PATH
Make the next step clear.
Start with a focused workflow.
Check availability and setup before activation.
Create your workspace
Register, add your US business and confirm its timezone.
Add and approve knowledge
Enter source-backed facts, FAQs, prices and policies.
Test before you connect
Review missing facts and handoffs; authorize supported channels.
GOOD TO KNOW
Your questions,
a little clearer.
Can I keep my existing tools?
Yes. Use supported connections where available. Built-in tools and connected tools can be used together; each workflow needs an explicit setup and permissions.
Will all my business information become public?
No. Business records and knowledge stay in your private workspace. Customer-facing AI uses separately selected approved information.
KEEP EXPLORING
Connected to your next step.
01
AI Knowledge
Services, products, prices, FAQs and policies belong in one reviewed knowledge foundation, ready to support the workflows you choose.
Private imports and reviewed knowledge
02AI Agents
Build a versioned business agent with selected approved facts, instructions, language, tone and missing-information handoff.
Versioned agents available
03Assisted Setup
Prefer help with knowledge, AI instructions or supported connections? Define a focused assisted setup instead of navigating everything alone.
Scope before commitment
START WITH YOUR BUSINESS
Get your business
AI-ready.
Create a private workspace. Start with the features available today
and grow with the platform.