AI Agent Playbook
A practical guide for planning AI agents, knowledge, approved actions, inbox monitoring, and handoff workflows for revenue teams.
Trusted by revenue teams at
Define the job before the agent
Start with conversation types, channels, knowledge sources, and handoff rules each agent should handle.
- Channel scope
- Knowledge boundaries
- Escalation triggers
Give agents approved actions
AI Actions turn repeatable operational steps into controlled tools agents can trigger from conversations.
- Action catalog
- Approval boundaries
- Workflow execution context
Monitor from the inbox
Agent-specific inbox filters and conversation search keep automation visible to human teams.
- Active AI-agent sessions
- Search within agent conversations
- Human takeover readiness
Everything your revenue team needs
One workspace to capture, engage, and convert — across every channel your customers already use.
Hello John, I am doing well. How about you?
Hi! How are you doing?
Hey Mike, are you available for a meeting tomorrow?
Hi Jane, I am doing well. How about you?
Hello John, I am doing well. How about you?
Hi! How are you doing?
Omnichannel Inbox
Manage Live Chat, WhatsApp, Messenger, and Instagram conversations from one unified inbox.
Open the inbox
Full Customer Attribution
From first impression to loyal customer, every interaction connected (website visits, chats, deals, sales activity..).
See attribution systemPipeline Growth
+0%
+2.1% today
AI Replies
0
+64 in 1h
Qualified Leads
0
steady
Pipeline Growth
+0%
+2.1% today
AI Replies
0
+64 in 1h
Qualified Leads
0
steady
Pipeline Growth
+0%
+2.1% today
AI Replies
0
+64 in 1h
Qualified Leads
0
steady
Pipeline Growth
+0%
+2.1% today
AI Replies
0
+64 in 1h
Qualified Leads
0
steady
Win Rate
0%
+0.7%
Avg. Response
0s
-5s
Open Deals
0
+4
Win Rate
0%
+0.7%
Avg. Response
0s
-5s
Open Deals
0
+4
Win Rate
0%
+0.7%
Avg. Response
0s
-5s
Open Deals
0
+4
Win Rate
0%
+0.7%
Avg. Response
0s
-5s
Open Deals
0
+4
AI Reports & Analytics
Ask AI any question about your data. Track deals, conversion rates, and team performance in real time. Connect every chat to a revenue outcome.
View analyticsOnline Visitors
Break the ice by speaking to your website visitors in real time. Full contact profiles with chat history, deal context, and custom fields — built for revenue teams.
Explore Online VisitorsFeatured next steps