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.

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.
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

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.)

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

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

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

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

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

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

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

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

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

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

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

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

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

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.
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
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
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.

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