Engage
It only knows what you teach it, and only says what you allow
Give it your own documents to learn from, decide which reps and which channels it covers, and set the hours: a fixed window, or around the clock. It hands the conversation to a person the moment it matters.
What it does
AI assistant in practice
Trained on your material, answering on your terms
01
Train it on your own material
It answers from your price list, your warranty terms, your finance options. Upload files or paste text, and that is what it draws on: your material, not the open internet.
02
Around the clock, or only when you choose
Run it continuously, or only inside the windows you set, by day and hour in the contact’s own timezone, with exceptions for the days you want left alone.
03
Whose conversations it handles
Assign it to the whole account, to chosen teams, or to exactly one person. It can also step in only when the owning rep is offline, so it never answers over anybody.
04
On the channels you pick
Text, email, the chat on a customer’s page, and the widget on your website, each with its own level of autonomy: sending freely in one place, only drafting in another.
05
You decide how much it can send
Suggest drafts into the composer for a human to send, approve holds a ready reply for one tap, and autopilot sends inside your guardrails. Move up when it earns it.
06
It never promises what you have not approved
Forbidden topics, a never-promise list, blocked vocabulary, length caps, and required disclosure, with keyword handoffs that pass the thread to a person.
What changes
Why teams turn this on
- A question about your warranty answered from your warranty, not from a guess
- An 11pm inquiry gets a real answer instead of a next-day callback
- Reps come in to warmed conversations rather than cold ones
- The assistant never says something you would not
The AI assistant is enabled per account. Talk to sales about turning it on.
Talk to us about AI assistant
This one is enabled per account, so a short conversation is the fastest route. We will tell you straight whether it fits.
No contract on Essential. Free migration from your current tool.