Use Cases
Real workflows that save hours each week
Assist + Automate for SMBs — on‑brand answers and simple workflows grounded in your website, documents, and connected tools.
Quote request assistant
Captures key details (name, email, requirements), drafts a reply, and hands off to your CRM.
- Guides visitors to share what matters for quotes.
- Drafts an on‑brand email grounded in your pricing and policies.
- Creates a contact in HubSpot with the original Q&A attached.
Booking triage
Qualifies visitors with a few friendly questions and routes to booking or contact.
- Collects the right details up‑front to reduce back‑and‑forth.
- Guides to the best next step: book, request a quote, or contact.
- Optional: push details to your calendar or CRM via Zapier/Make.
Product Q&A on your pages
Inline assistants that answer product questions with source links to reduce bounce and lift conversions.
- Keep answers focused by linking specific docs to each assistant.
- Show transparent citations so visitors can verify details.
- Pair with a clear CTA: book a demo, request a quote, or buy.
AI research assistant
Upload documents and ask questions — get accurate, cited answers from your files in seconds.
- Upload PDFs, contracts, or proposals and ask specific questions.
- Answers include source references so you can verify.
- Summarise long documents or search for key clauses instantly.
Email Assistant (beta)
Auto-draft replies in Gmail grounded in your website, documents, and connected tools.
- Approve and send in your own inbox — you stay in control.
- Stay on-brand with tone controls, signatures, and disclaimers.
- Outlook/Microsoft 365 is in the pipeline.
HubSpot CRM integration
Capture qualified leads from chat and assistants directly into your CRM — with context.
- Create contacts from captured emails and names.
- Attach the original question and answer as timeline notes.
- Optionally open a deal or ticket for fast follow‑up.
Zendesk agent assist (coming soon)
Suggested replies grounded in your knowledge base with transparent citations.
- Draft helpful, on‑brand responses and insert source links.
- Escalate when needed with a complete conversation summary.
- Track deflection and time saved.
Internal policy & how‑to lookup
Give your team quick, cited answers from your own docs — right on your site today.
- Channel quick answers via embedded assistants on key internal pages.
- Keep knowledge fresh by syncing your website and PDFs.
- Privacy controls: exclude or redact as needed.
Ready to save hours each week?
Tell us about your use case — we’ll share access and show you what’s possible.