Never miss an inbound call again

An AI phone agent greets callers, understands intent, qualifies, routes, books, and logs every conversation—freeing staff to focus on high-value work while keeping response times instant.

AI call handling built into your phone system.

Configure inbound call flows so the agent answers first, only on missed calls, or as a fallback. Adjust timeouts to avoid local voicemail capturing the call.

Natural conversations that get work done

Understands context

Converses naturally and follows intent rather than rigid menus.

Speech recognition

Transcribes and interprets speech for accurate actions and records.

Always on

Provide consistent 24/7 coverage for inquiries and lead capture.

These capabilities reduce wait times and increase conversion on first contact.

Flexible call flows

• Answer all inbound calls with AI.
• Answer only missed or after-hours calls.
• Forward to humans when needed.
• Lower inbound call timeout so calls do not hit local voicemail.

Choose the flow that matches your staffing and SLAs.

Book and route without hold music

Everything captured in CRM

All customer conversations in one place.

Unify messages across channels into a collaborative inbox. Route by skill or priority, reply with context, and keep every thread tied to the right record.

Route the right way from the start.

Distribute conversations by team, round-robin, or rules like language, topic, or account tier. Working hours and presence prevent after-hours assignments.

Collaborate without collisions

• Agent presence and typing indicators.
• Internal comments and @mentions.
• Draft sharing and approved snippets.
• Real-time collision detection.

Resolve with context

View contact timelines, past tickets, and KB suggestions beside each thread. Insert articles or payment links in clicks, and create tasks or tickets when deeper work is needed.

Hit your SLAs

Scale support quality

Resolve support. Automatically.

An AI service agent that answers with your knowledge, performs secure actions, and hands off to humans when needed—reducing wait times, raising CSAT, and lowering costs.

Put AI at the front door of support.

Service Agent uses your help center, product docs, and CRM context to deliver accurate, brand-safe answers in seconds. It can collect details, execute workflows, and route complex issues to the right teammate—so customers get outcomes, not wait music.

Grounded knowledge that stays accurate

Knowledge sources

Connect help center articles, FAQs, product docs, and selected webpages to give the agent a single source of truth.

Answer quality controls

Use allow/deny lists and domain restrictions to keep responses on-brand and within approved content.

Freshness & updates

Sync changes automatically so the agent reflects the latest policies, pricing, and features.

Context awareness

Ground answers with CRM properties like plan, lifecycle stage, and entitlement to personalize guidance.

Channel coverage

Offer instant answers on your website, in-app widget, email autoresponders, and messaging channels.

Take action, not just answer

Workflow orchestration

Trigger automations for refunds, cancellations, order lookups, and profile updates through secure back-end workflows.

Forms & data capture

Collect required fields, validate inputs, and write details to CRM and ticket properties.

Authenticated experiences

Safely verify identity and perform account-specific tasks for logged-in users.

API actions

Call approved endpoints to fetch order status, reset passwords, or schedule appointments.

Conversation memory

Remember prior answers within the thread to avoid repetition and speed resolution.

Seamless handoff when a human is better

Train, measure, and govern

AI-Powered Quotes

Produce branded proposals in minutes without copy-paste. Buyers review, sign, and pay on a single page, compressing time from intent to revenue and improving consistency across teams.

Generate in minutes

Prebuilt templates and CRM context give AI the structure it needs to assemble quotes accurately. Reps fine-tune language while staying on brand.

Always on-brand and accurate

• Logos, colors, and legal copy applied automatically.
• Current prices and SKUs populate from the library.
• Terms blocks reused for speed and compliance.

Focus on closing

Automation removes repetitive drafting so reps spend more time on discovery, negotiation, and multi-threading with stakeholders.

Insight-driven follow-up

Quote-to-cash continuity

Quotes

Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.

Generate instantly

Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.

Win with professional presentation

• Cover letter, pricing table, and files together.
• Clear terms and deliverables improve trust.
• Signature and payment on the same page.

Accelerate with approvals

Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.

Visibility and reporting

Buyer-friendly experience

Commerce Tools

Equip teams with AI-assisted quoting, invoicing, subscription management, and payments inside the CRM. Reduce swivel-chair work while improving governance, visibility, and speed.

AI that helps you close faster

Generate accurate quotes in seconds and standardize terms without sacrificing personalization. Workflows remove manual steps that slow cycles.

Quote smarter

• Templates for consistent, on-brand proposals.
• Inline approvals to protect margin.
• Signature and payment on the same page.

Streamline billing & payments

Create invoices, manage subscriptions, and accept payments with automatic CRM updates. Finance and sales operate from the same data.

Unlock visibility

Scale with confidence

Analyze and visualize your sales data.

Deliver insights your team can act on. Choose from pre-built reports or build your own, track pipeline revenue and target attainment, and monitor activities with coaching insights — all in real time.

Meet and exceed your goals with real-time sales reports.

Sales managers need fast, confident decisions. With insights at your fingertips, create customizable, visual reports with deep analytics for live updates on pipeline, team performance, deal status, prospecting touches, conversions, and more. AI also helps generate clear report descriptions faster.

Gain total visibility into performance at the click of a button.

• Start with dozens of free pre-built reports included out of the box.
• Track deal forecasts, prospecting, and sales activities without cobbling tools together.
• See whether you’re on track to hit targets with live dashboards your team can trust.

Leverage easy-to-build custom reports.

Custom report builder

Report on any single-object and cross-object CRM data as your needs grow.

Cross-object analysis

Combine contacts, companies, deals, activities, and more for complete insight.

Visualize with AI help

Easily visualize reports and use AI-generated descriptions for funnels, target account engagement, custom objects, and other KPIs.

Demystify your sales performance.

Coach reps based on best practices.