Keep the next step visible
Answer the question the knowledge supports, then route any request that needs a person.
- The agent uses the sources and tools you enable.
- A teammate handles work outside the configured automation.
Answer questions before a person follows up.
Share product information from your knowledge and record prospective customers’ requests for your team.
What you can configure today
WhatsApp and authenticated API chat, with your knowledge, permitted tools and team.
Answer from your knowledge
Add product descriptions, published pricing information and the service details your team wants to share.
- Add documents or URLs
- Link the knowledge base to an agent
- Set instructions for the questions it should handle
Track requests and handoffs
Collect the customer’s question and create a follow-up ticket for a teammate.
- Define ticket fields and status
- Assign work to your team
- Keep the conversation available for follow-up
Connect context you control
Configure HTTPS customer-data endpoints or approved MCP tools when your process needs external information. Agent access, customer identity and permissions still apply.
Confirm the workflow scope
CRM updates and meeting booking require configured APIs or approved MCP tools with the appropriate permissions. This workflow covers information and follow-up requests.
From question to follow-up
A sample conversation, not a customer testimonial or a measured outcome. Your knowledge and configuration determine the actual response.
Match the product to your process.
Discuss your current requirements with our team. Additional channels and native business-system connectors are planned separately, with no release dates promised.