Production Beta — Live and serving customers

The SolveoAI Platform

An enterprise-grade, multi-tenant SaaS platform for deploying AI customer support and sales agents across every channel your customers use. Built from the ground up by a technical team — not a wrapper, not a demo.

solveoai.io
Dashboard
SolveoAI Dashboard — Overview

Multi-tenant SaaS

Every customer gets a fully isolated workspace — their own agents, data, integrations, and analytics on shared, secure infrastructure.

10+ AI Providers

GPT-4o, Claude 3.5, Gemini 1.5, DeepSeek, Grok, Mistral, Groq, Cohere, Perplexity, Qwen — per-agent model selection.

18+ Channels

Chat widget, WhatsApp, Messenger, Shopify, Slack, Instagram, API, WordPress, Jira, Zapier, and more. One agent, deployed everywhere.

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.

Build & train your agent

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 visual interface. Choose personas, set escalation rules, and go live in minutes.

  • 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
solveoai.io
No-Code Agent Builder

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 independently.

  • 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.)
solveoai.io
10+ AI Models

Knowledge Base & Data Sources

Train agents on your own data — upload PDFs, crawl websites, or paste text. Retrieval-augmented generation (RAG) ensures accurate, grounded answers. 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
solveoai.io
Knowledge Base & Data Sources

Custom Actions & Webhooks

Build any workflow by triggering custom HTTP actions, webhooks, and API calls directly from AI conversations. Any endpoint, any workflow — no engineering handoff required.

  • Custom HTTP action builder (GET, POST, PUT, DELETE)
  • Template variables using conversation context
  • Outbound webhooks for conversation events
  • Webhook signing for security verification
solveoai.io
Custom Actions & Webhooks
Deploy & engage customers

Multi-Channel Deployment

Deploy to 18+ channels from one platform: chat widget, WhatsApp, Messenger, Shopify, Slack, API, WordPress, and more. One agent, everywhere your customers reach out.

  • Chat Widget — embeddable on any website
  • WhatsApp, Messenger, Instagram — social messaging
  • Shopify & WooCommerce — native store integration
  • Slack, API, Agent Chat Page, and more
solveoai.io
Multi-Channel Deployment

Visual Widget Builder

Customize your chat widget with a full no-code builder. Preview changes live across desktop and mobile, 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
solveoai.io
Visual Widget Builder

Smart Escalation & Live Chat

Define intelligent escalation rules based on sentiment, complexity, or custom triggers. Human agents step in with full conversation context and a real-time dashboard — no context lost.

  • Sentiment-based and keyword-based triggers
  • Custom escalation rules with priority levels
  • Full conversation history on handoff
  • Business hours configuration and offline handling
solveoai.io
Smart Escalation & Live Chat

Unified Inbox

All conversations across every channel in one real-time inbox. Human agents step in with full context when AI hands off. Filter, assign, and resolve from a single view.

  • Single inbox for all channels and agents
  • Real-time conversation updates
  • Assignment and internal notes
  • Conversation status tracking and resolution
solveoai.io
Unified Inbox
Convert & operate

Lead Pipeline

Automatic lead scoring (0–100), qualification flows, CRM sync, drip email sequences, and a full pipeline view — built into every agent. Convert conversations to revenue.

  • Automatic contact creation from conversations
  • Drip campaign builder with welcome and re-engagement sequences
  • Trigger emails by stage change, score threshold, or time delay
  • Full pipeline view with conversion analytics
solveoai.io
Lead Pipeline

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
solveoai.io
Lead Scoring & Routing

HubSpot CRM Integration

Two-way sync with HubSpot. Leads, contacts, and conversation summaries flow automatically between SolveoAI and your CRM without any manual work.

  • 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
solveoai.io
HubSpot CRM Integration

Native Integrations

Connect your stack in clicks. Shopify, Zendesk, HubSpot, Slack, Cal.com, and more — all natively supported with pre-built actions agents can invoke during conversations.

  • Shopify — order tracking, product questions, returns
  • Zendesk — ticket creation and status updates
  • HubSpot — CRM contact sync and deal management
  • Cal.com — meeting booking directly from conversations
solveoai.io
Native Integrations

Team & Agent Management

Set up your support and sales organization inside SolveoAI. Manage human agents, assign roles, and configure business hours. Five role types cover every org structure.

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

Advanced Analytics

Sentiment analysis, topic detection, lead funnel metrics, token cost tracking, and conversation volume — all built in, no third-party tools needed. Make data-driven decisions at every stage.

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

Security & Privacy

Enterprise-grade security built in from day one. Your data is encrypted, private, and never used to train models. GDPR compliant with full audit logging.

  • 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
solveoai.io
Security & Privacy

Development Roadmap

Where we are, where we're going

SolveoAI is in production beta and actively serving customers. Here is what we've built and what comes next.

Now

Core Platform — Production Beta

  • Agent builder, knowledge base, multi-model LLM support
  • Chat widget + 5 deployment channels live
  • Lead scoring, HubSpot CRM sync, email automation
  • Analytics dashboard, live chat handoff
  • Free and paid tiers operational
Next

Channel Expansion & Enterprise

  • WhatsApp, Instagram, Messenger channels
  • Jira and Salesforce deep integrations
  • SSO (SAML/OIDC) for enterprise customers
  • Advanced widget customizer (v2)
  • Public REST API and webhook library
Later

Intelligence & Scale

  • Proactive outbound agent messaging
  • Voice channel (phone/IVR) support
  • Custom model fine-tuning per account
  • Multi-language agent support
  • Enterprise data residency options

Integrations

Works with your existing stack

Native integrations with the tools teams already use — and a custom HTTP action builder for any workflow we don't cover out of the box.

HubSpot
Shopify
Zendesk
Slack
Cal.com
WhatsApp
Messenger
Instagram
Jira
Salesforce
WordPress
WooCommerce
solveoai.io
Integrations
Native Integrations Panel

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