Platform & Features

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

Knowledge Base Management

Upload files, crawl websites, and manage the knowledge your AI teammates use to answer questions accurately.
4min read

Workflows

Automate multi-step processes with workflows. Define triggers, conditions, and actions to streamline your operations.
4min read

Actions

Give your AI teammates the ability to look up orders, create tickets, check inventory, and more through connected actions.
3min read

Analytics & Insights

Track performance across all your AI teammates with conversation metrics, resolution rates, and actionable insights.
3min read

Conversations & Inbox

View, search, and manage all customer conversations across channels in one unified inbox.
3min read

Workspace

Your central hub for activity, knowledge gaps, constitution, CRM data, and cross-teammate insights.
3min read

Account & Organization Settings

Manage your profile, team members, organization settings, and general AI teammate configuration.
3min read

Tickets

Track, manage, and resolve support tickets created by your AI teammates or synced from your help desk.
3min read

Human Agent Handoff

Learn how to configure and manage seamless handoffs from AI teammates to your human support team.
4min read

Autonomy Policies

Control how independently your AI teammates operate — from fully autonomous to human-approved drafts.
3min read