AI agents & assistance.
Answer from your guides, catch up on a conversation and capture the details. Give your team a starting point—or let an agent handle the first reply.
AI agents & human handoff
Let an agent answer routine questions from your guides. Set its instructions and handoff rules so your team can step in when the conversation needs a person.
- Connect an agent to its knowledge base and messaging channel.
- Define how it should answer and when to hand over.
- Pause automatic replies while a teammate takes over.
Answer the question, then hand over the quote
Daniel asks about workstation setup, then requests a quote for 20 workstations. AI explains the package; Jon takes over to help with the quote and installation details.
Conversation summaries
Pick up a long conversation with the important details in view. A summary brings together the request, what was discussed and the questions still open.
- Catch up without rereading every message.
- Find agreed details and outstanding questions.
- Keep the original thread available to check the context.
Catch up before replying to an email
The quote has been discussed, but the installation date is still unconfirmed. Priya’s summary gives the next teammate a starting point for the follow-up.
Detail extraction
Turn the details in a conversation into information your team can use. Capture the customer’s request, budget and timing, then keep them with the enquiry.
- Pull relevant details out of customer messages.
- Review the extracted information against the conversation.
- Use those details when qualifying and following up on a lead.
Prepare an enquiry for the next step
Marcus needs 20 workstations within S$6,000. His request and timing stay beside the conversation, ready for Amira to prepare the quote.
Marcus Tan
We need 20 workstations set up in Tampines by 23 October. Our budget is S$6,000. Could you prepare a quote?
AI extracts the details
- Request
- Workstation setup
- Quantity
- 20 workstations
- Budget
- S$6,000
- Location
- Tampines
- Requested date
- 23 October
- Next action
- Prepare a quote
Enquiry brief
Quote for 20 workstations in Tampines. Budget: S$6,000. Requested setup: 23 October.
Put your guides to work.
Connect your knowledge base and help your team handle the next enquiry.