One AI agent on your website, client portal, phone line and email
One agent, every place they reach you. A prospect finds the website, a client opens the portal, somebody else just phones. Configure it once and it is the same agent, with the same knowledge, on all of them.
Wherever someone meets your firm
This page is about the surfaces, not the agent, because what it is scoped to and what governs it is its own subject. A surface is where a stakeholder meets your business: your team on the dashboard and the mobile app, your clients on a branded portal, prospects through a widget on any page you allow, and anyone at all through a phone number or an address that turns an email into a conversation.
The same agent, behaving the same everywhere
Every surface supports the same things, because they are the same agent: answers written progressively as they are produced, the sources cited, a rating the person can leave, confirmation before anything with consequences, and a live takeover by a member of your team with the whole conversation intact.
Where they meet you
Six surfaces, one configuration
Who each one is for differs. What sits behind them does not.
Your team’s dashboard
Streaming answers, voice, attachments and generated documents, and the same thing in the mobile app.
Your client portal
At your own subdomain, or your own domain with HTTPS provisioned for you. Clients sign in and reach the agents, documents and reviews they are entitled to.
A website widget
One script tag, restricted to the domains you allow, themed to your brand, with its own analytics, voice and booking from inside it.
A phone line
Attach a number and define how inbound calls are handled. It is turn-based out of the box, real-time with interruption when you enable it, and transfers to a person with the context.
An email address
An address of your own that turns an email into a conversation or an unattended run, attachments included, up to five hundred documents in one message.
Forms and triggers
A form published to staff or clients, a webhook from any system, a schedule or a document arriving. Each one is a way to start work without a person starting it.
Each surface is bounded, and every one can reach a person
A widget that can be embedded anywhere is a widget that will be. A portal that shows one client another client's documents ends a relationship. What makes these surfaces usable in a business that serves clients is what each one is not allowed to do, and that a person can always take over.
- The widget runs only on the domains you allow-list.
- The portal shows each client the agents, documents and reviews that account is entitled to, and nothing else.
- An inbound address carries a sender policy, open, allow-listed or reply-only by invitation, and a message delivered twice starts one run.
- Any conversation, on any surface, can be taken over live by a member of your team with the full history.
What you use it for
Start with the place your clients already try to reach you
Sales & lead qualification
An enquiry that goes cold in the hours before anyone opens a tab.
Read moreClient service & accounts
A named client asking where their own account stands, and waiting for a person to look.
Read morePut it on your own site and see
A widget on a page you own, answering from material you wrote, is a shorter conversation than any description of one.