AI agents
AI that reads the whole customer before it replies.
Sales, support and customer-success agents work on the same timeline your team does: consent, orders, open tickets and deals. You set how much they do on their own.
ReplacesIntercom FinCustom GPT setups
AI agent · reply to KavyaContext shown
Consent: WhatsApp marketing opt-in
Given 14 Aug · web checkout
Orders: 2 · last 64 days ago
Vitamin C serum both times
Open tickets: none
Last ticket solved in June
Last campaign: Diwali launch
Read, didn’t click
Autonomy: autopilot for refills
Discounts need approval
1
credit pool
0
fees per resolution
100%
replies with context
Example workspace data
Useful because it knows. Safe because you decide.
01
Sales agent
Qualifies leads, answers product questions and sends payment links.
02
Support agent
Handles orders, returns and FAQs, and hands off with a summary.
03
Success agent
Spots quiet customers and drafts win-backs for approval.
04
Autonomy levels
Suggest, assist or autopilot, set per agent and per topic.
05
Context you can see
Every reply lists the records it used.
06
One credit pool
All agents share one pool with clear per-action costs and top-ups.
Where it lands
On the customer’s timeline, and in your revenue number.
Links to
The contact, company, orders, deals, tickets and consent on the record.
Rolls up to
Revenue from AI-handled conversations and time saved per agent.
AI replied about refill sizes
Used: 2 orders, opt-in, no open tickets
Sent a $16 payment link
Autopilot · refills
Paid $16
Credited to AI sales agent
Customer story
What sold us was seeing exactly what the AI looked at before it replied. We started on assist, and moved refills to autopilot in a week.
RD
Verified customer
Rohan Desai
Co-founder, Pahadi Teas
Common questions
The same record your team sees, limited by role permissions. Each reply shows what it used.
Keep exploring
Unified inbox →WhatsApp, Instagram, Messenger, TikTok, email, SMS, RCS, web chat and calls. An AI agent replies in seconds and hands off to a person with the full story.Outreach →Prospecting, enrichment and sequences across email, LinkedIn, WhatsApp, SMS and calls. Every prospect is the same record your support and marketing teams see.Engage →Campaigns, flows and chatbots on every channel, plus comment-to-DM and click-to-WhatsApp ads. All measured in revenue, not open rates.
