Platform & Features

Learn about core platform features: knowledge base, workflows, actions, analytics, tickets, and workspace.

10 articles

Knowledge Base Management

Upload files, crawl websites, and manage the knowledge your AI teammates use to answer questions accurately.

Automate multi-step processes with workflows. Define triggers, conditions, and actions to streamline your operations.

Give your AI teammates the ability to look up orders, create tickets, check inventory, and more through connected actions.

Track performance across all your AI teammates with conversation metrics, resolution rates, and actionable insights.

View, search, and manage all customer conversations across channels in one unified inbox.

Your central hub for activity, knowledge gaps, constitution, CRM data, and cross-teammate insights.

Manage your profile, team members, organization settings, and general AI teammate configuration.

Track, manage, and resolve support tickets created by your AI teammates or synced from your help desk.

Learn how to configure and manage seamless handoffs from AI teammates to your human support team.

Control how independently your AI teammates operate — from fully autonomous to human-approved drafts.