Features
Explore the connected capabilities behind useful customer work: knowledge, recommendations, leads, quotations, appointments and supervision.
A capable employee, a connected workflow
Knowledge, customer context and business rules come together to move work forward. Explore the core capabilities, then choose a first workflow for your business.
Answer everyday questions with your FAQs, products, prices, websites and documents.
For example: “Can I return an unused bottle?” Answer from the online shop’s approved seven-day returns policy.
Keep approved sources current; check processing and Test my AI before activation.
Daily commute · laptop · 24 litres
Ask about needs, explain approved product choices and share relevant materials.
For example: Compare 18-litre and 24-litre backpacks after asking what the retail customer carries.
Use approved product specifications, prices and materials; confirm missing facts.
Spreadsheet course · 12 learners · January
Turn buying interest into customer requirements and opportunities your team can follow.
For example: Capture the course, learner count, preferred language and start month for a training enquiry.
Enable lead capture and teach your qualification rules. Customer statements support recorded facts.
Move from confirmed requirements to a quotation using approved products and prices.
For example: For a B2B enquiry, prepare 100 A4 paper cartons at RM80 each: RM8,000 before any agreed delivery charge. Approval and sending follow your settings.
Set quotation preparation, approval and sending; channel eligibility and discount rules apply.
Offer configured availability, book appointments and handle rescheduling or cancellation.
For example: Ask about the vehicle and requested service, then offer a configured slot for a 30-minute tyre inspection.
Enable appointments and set services, resources, hours and rules. Authorize Google Calendar for connected-calendar use.
Minimalist style · budget known
Keep reviewable preferences, requirements and conversation history for the next conversation.
For example: Keep a furniture customer’s minimalist style and four-metre kitchen requirement for the next discussion.
Your team can review and correct context. Identity across separate channel accounts needs confirmation.
Packaging photo · voice note · specifications
Work with customer images, voice messages and supported documents alongside the conversation.
For example: Use a photo of packaging, a voice explanation and a B2B specification sheet to clarify the required carton size.
Supported formats and sizes vary by channel. Private processing, storage and AI usage apply.
Friday · revisit the training quotation
Continue an agreed quotation or product conversation at the right time, with the reason intact.
For example: A training coordinator asks to revisit a 12-person course quotation on Friday. Keep the agreed timing and requirements together.
Enable the relevant follow-up workflow. Timing, channel reply rules and usage allowances apply.
Supervise work in Customer Workspace. Take over, approve where needed and handle exceptions with context.
For example: Review Nadia’s enquiry for 100 cartons of A4 paper and the unsent RM8,000 quotation draft. Your team still needs to confirm delivery charges.
Teach approval and handover rules, assign responsibility and activate routine automatic replies when ready.
A capable employee, a connected workflow
Handle multilingual conversations while preserving product facts and business rules.
Find approved catalogues and files linked to the customer’s requirements.
Use your enabled negotiation rules and send exceptions to the right person.
Create a customer order from agreed items when the order workflow is enabled. Fulfillment stays with your business.
See customer context, operational activity and recorded usage to guide supervision.
Assign people, review customer tasks and control access within your workspace.
Start with the enquiries your team answers every day. Teach one workflow, see the next step and build from there.
