Platform Features

Everything you need to automate support & sales

One platform for AI agents, lead management, live chat, integrations, and analytics. No code required to get started.

No-Code Agent Builder

Build sophisticated AI agents without writing a single line of code. Configure conversation flows, escalation rules, and agent behavior through a guided interface.

  • Pre-built agent templates (Support, Sales, Ecommerce, etc.)
  • Custom conversation flows and persona configuration
  • Role-based permissions and team access
  • Guided onboarding wizard for quick setup

No-Code Agent Builder

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10+ AI Models

Leverage the best AI models for every use case. Switch between Claude, GPT-4, Gemini, DeepSeek, Grok, Mistral, Groq, Cohere, and Perplexity. Each agent can use a different model.

  • 10+ LLM providers: OpenAI, Anthropic, Google, DeepSeek, and more
  • Per-agent model selection — mix and match across your team
  • Token usage tracking and cost optimization
  • Model capabilities respected automatically (vision, etc.)

10+ AI Models

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Knowledge Base & Data Sources

Train your AI agents on your own data. Upload documents, crawl websites, paste text, or connect via API. Your agents become experts on your business.

  • Website crawling with auto-index and re-sync
  • Document upload (PDF, DOCX, TXT)
  • Text input for FAQs and custom content
  • API-based data source connections

Knowledge Base & Data Sources

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6 Deployment Channels

Deploy your AI agents across 6 channels from a single platform. Every customer gets the same quality experience, no matter where they reach out.

  • Chat Widget — embeddable on any website
  • Zendesk — deploy inside your Zendesk instance
  • Shopify — native integration inside your store
  • API — programmatic access for custom integrations
  • Slack — deploy to your Slack workspace channels
  • Agent Chat Page — a hosted standalone URL

6 Deployment Channels

Live in your dashboard

Visual Widget Builder

Customize your chat widget with a full no-code builder. Preview changes live, match your brand, and embed anywhere with one snippet.

  • Live preview with desktop and mobile modes
  • Custom colors, fonts, and avatar branding
  • Multiple widgets per agent with separate configurations
  • Embed via script tag, React component, or iframe

Visual Widget Builder

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Lead Scoring & Routing

Automatically score every lead from 0-100 based on engagement, profile completeness, and intent signals. Route hot leads to the right sales rep instantly.

  • Automatic 0-100 lead scoring
  • Custom scoring rules and weights
  • Smart lead routing by score, segment, or geography
  • Lead qualification via AI conversation

Lead Scoring & Routing

Live in your dashboard

HubSpot CRM Integration

Two-way sync with HubSpot. Leads, contacts, and conversation summaries flow automatically between SolveoAI and your CRM.

  • Automatic contact creation and update in HubSpot
  • Push lead scores and conversation summaries
  • Map conversation fields to HubSpot deal stages
  • Trigger HubSpot workflows from conversation events

HubSpot CRM Integration

Live in your dashboard

Email Campaign Automation

Build drip campaigns, welcome sequences, and re-engagement emails. Trigger automatically by lead stage, score change, or custom events.

  • Drip campaign builder with sequences
  • Welcome and re-engagement email templates
  • Trigger by stage change, score threshold, or time delay
  • Email performance tracking and analytics

Email Campaign Automation

Live in your dashboard

Smart Escalation & Live Chat

Define intelligent escalation rules based on sentiment, complexity, or custom triggers. Human agents step in with full context and a real-time dashboard.

  • Sentiment-based and keyword-based triggers
  • Custom escalation rules with priority levels
  • Full conversation history on handoff
  • Business hours configuration and offline handling

Smart Escalation & Live Chat

Live in your dashboard

Team & Agent Management

Set up your support and sales organization inside SolveoAI. Manage human agents, assign roles, and configure business hours for your team.

  • 5 role types: Owner, Admin, Member, Support, Viewer
  • Team invitations and member management
  • Human agent assignment and availability
  • Escalation analytics per agent and team

Team & Agent Management

Live in your dashboard

5 Native Integrations

Connect your stack in clicks. Shopify for orders, Zendesk for tickets, HubSpot for CRM, Slack for communication, and Cal.com for scheduling.

  • Shopify — order tracking, product questions, returns
  • Zendesk — ticket creation and status updates
  • HubSpot — CRM contact sync and deal management
  • Slack — deploy agent and send notifications
  • Cal.com — meeting booking directly from conversations

5 Native Integrations

Live in your dashboard

Custom Actions & Webhooks

Build any workflow by triggering custom HTTP actions, webhooks, and API calls directly from AI conversations.

  • Custom HTTP action builder (GET, POST, PUT, DELETE)
  • Template variables using conversation context
  • Outbound webhooks for conversation events
  • Webhook signing for security verification

Custom Actions & Webhooks

Live in your dashboard

Advanced Analytics

Deep insights into agent performance, lead conversion, customer sentiment, and topic trends. Make data-driven decisions to optimize every conversation.

  • Conversation volume and resolution rate metrics
  • Sentiment analysis and trend tracking
  • Topic detection across all conversations
  • Funnel metrics and lead conversion analytics

Advanced Analytics

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Security & Privacy

Enterprise-grade security built in from day one. Your data is encrypted, private, and never used to train models.

  • End-to-end encryption in transit and at rest
  • GDPR compliant data handling
  • Role-based access control across all features
  • Audit logs for all admin actions

Security & Privacy

Live in your dashboard

Ready to put these features to work?

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