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AI Assistants that work hand in hand with your team.
Support employees and customers with CloudOffix AI Assistants that answer questions, gather information and recommend the next step inside the apps they already use. You define the data and actions; people decide when to act.
A conversational partner that prepares the work
A CloudOffix AI Assistant is equipped with in-depth knowledge of your organization and provides specialized, always-on support to employees and customers.
It works from the records it is allowed to see, responds intelligently and carries out tasks within its designated role, so people spend less time assembling information and more time deciding.
You define the role, the data and the actions
Role and purpose
The role of an AI Assistant is up to you. Answer questions, perform actions or support complex processes, from customer support to internal operations. Need a sales assistant that generates leads, or a project assistant that tracks deadlines and assigns tasks? You decide.
Secure, trusted data
Trusted data is the knowledge that powers how an assistant thinks, acts and responds. You define what it can access, train it on relevant content and set boundaries for security and compliance.
Intentional actions
Assistants recommend actions based on context, but you trigger them. Once activated, they can perform any task within the scope of their trusted data.
Need more automation? Explore autonomous agents
Omnichannel by design
Assistants are natively embedded across the platform, in marketing, sales, HR and project management, so they work on the same operational context as your teams instead of in a separate, disconnected AI tool.
Create tailored AI Assistants with low code
AI Builder is the low-code tool for creating and customizing AI Assistants and autonomous AI agents. Outline the tasks by defining topics, writing natural-language instructions and building a library of allowed actions.
How an assistant helps with one request
Assistants collaborate through conversation, and the person stays in charge of the action.
- 01
Ask
An employee or customer asks a question or describes a need in natural language, in the channel where they already work.
People - 02
Gather context
The assistant retrieves the relevant records, policies and history, but only within the asking user's authorization scope.
AI assistantCloudOffix app - 03
Recommend
It answers and recommends the next action based on context, such as creating a lead, booking an appointment or starting a leave request.
AI assistant - 04
Confirm
The person reviews the recommendation and triggers the action, or chooses another path.
People - 05
Execute and hand off
Once activated, the assistant performs the task within its trusted data and updates the record. Work that needs background automation moves to autonomous agents; anything outside its role goes to the responsible team.
AI assistantAI agentPeople
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Put an AI Assistant to work.
Start a free trial, or book a demo and pick one step where people lose time gathering information. We'll show what an assistant could prepare and which actions stay with your team.