| Best fit | Support, documentation, operations, and sales teams that want to answer questions, complete customer requests, and make company knowledge useful across chat and voice; also agencies delivering and managing client AI agents. | Customer-centric brands needing an omnichannel CRM and AI automation around complex customer histories. |
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| Key capabilities | Answer customer and employee questions from business knowledge, with citations and support for 100+ languages, Voice agents (beta) for website conversations and phone support, reception, and sales qualification; use Twilio numbers or an existing carrier through SIP/PSTN, Native realtime voice handles interruptions and language changes, uses selected tools, captures leads, and transfers calls to a person on a configured schedule, AI Actions connect conversations to live lookups, lead capture, ticket creation, and configured customer or employee workflows, Skill Builder turns a described workflow into reusable procedures and executable actions, with testing, protected credentials, and scoped access, Stripe billing actions look up invoices and subscriptions, provide portal links, and handle enabled refunds or cancellations for the authenticated customer, Offer Calendly, Cal.com, and TidyCal booking flows inside chat, with customer details prefilled when available, Connect selected tools from remote MCP servers, trigger Zapier or webhook workflows, and add contextual action buttons, Import websites, documents, cloud files, support tickets, YouTube transcripts, and audio/video; refresh supported sources and use Skills for live Scribe or code-repository lookups, Advanced document parsing preserves tables, formulas, scanned text, and images for richer retrieval; extra AI credits apply, Help Scout agent assist and configurable helpdesk handoff help human support teams continue the conversation, Deep Research combines internal knowledge, optional live web search, and Code Interpreter for cited reports and data analysis, Conversation logs, summaries, feedback, topic and sentiment reporting help identify weak answers and missing documentation; availability varies by plan, Choose AI models and control private access, branding, source tags, and team permissions; advanced controls depend on the plan, Use Operator (beta) or external agents through Admin MCP to maintain bots and sources, investigate weak answers, and carry out approved improvements | AI resolutions, customer context, omnichannel timeline, workflow automation, human handoff |
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| Company sizes | small, mid-market, enterprise, agency, developer | mid-market, enterprise |
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| Channels | website and in-app chat widget, hosted chat page, WordPress chat plugin, Slack AI assistant, Microsoft Teams via integrations, Help Scout email agent assist, browser voice (beta), phone voice via Twilio or SIP/PSTN (beta), Chat Agent API for custom channels, MCP for external AI assistants | chat, email, social, voice, messaging |
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| Integrations | Slack, Microsoft Teams via workflow integrations, WordPress, Help Scout (agent assist and handoff), Zendesk, Intercom, Freshdesk, Gorgias, HubSpot, LiveChat and Zoho (widget handoff), Stripe (customer-scoped billing actions), Calendly, Cal.com and TidyCal (booking flows), Zapier, Make, Pabbly Connect, webhooks and custom APIs, remote MCP servers, Twilio and SIP/PSTN | Shopify, Salesforce, CRM/ecommerce systems, Kustomer APIs |
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| Knowledge sources | websites, individual URLs, URL lists, XML sitemaps and RSS feeds, WordPress XML exports, PDFs, Office documents, Markdown, HTML, plain text, CSV/TSV, email files, ZIP archives, images and subtitles, YouTube videos and playlists; uploaded audio and video transcripts, manual Q&A and structured raw-data CSV, Notion, Confluence and Zendesk Guide, Google Drive, including Google Docs, Sheets and Slides, SharePoint, Dropbox Personal/Business and Box (beta), Help Scout, Freshdesk, Zoho Desk, Zendesk and FreeScout ticket history, Salesforce cases and Teamwork Desk tickets (beta), Scribe pages and procedures through live lookup Skills, GitHub and Bitbucket Cloud through live code-reader Skills (beta) | customer timeline, knowledge base, tickets, connected commerce data |
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| Pricing model | Subscription with included bots, source pages, users, actions, and AI credits. Personal includes 1 bot and 5,000 credits; Standard 3 bots and 15,000 credits; Business 10 bots and 60,000 credits per month. Larger models and actions consume more credits. Add 5,000 monthly credits for $49; voice usage and phone service need separate budgeting. | Tailored platform and Concierge proposal based on the customer's setup. Voice, SMS, transcription and WhatsApp have usage charges; implementation may add a fee. Request the current base price, commitments and included AI volume together. |
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| Pricing summary | Free plan; Personal $49/month, Standard $149/month, Business $499/month (USD, billed monthly). Standard adds voice agents (beta), Skills, and Stripe actions; Enterprise is custom-priced. | Custom quote; no public monthly rate. Its enterprise service-platform deployment is likely to require a higher budget than self-serve tools; confirm with a quote. |
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| Free plan or trial | Free plan with 1 bot, 50 source pages and 100 monthly AI credits; free bots have a 30-day lifetime. No credit card required. Paid plans have a 14-day money-back guarantee. | Demo or assessment available; no public free product trial confirmed. |
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| Differentiator | One business knowledge base supports customer service, employee self-service, documentation discovery, research, and voice. DocsBot pairs cited answers with ready-to-configure billing and booking actions, custom Skills, and selected MCP tools. Teams can keep their existing helpdesk, choose models, and use conversation evidence to improve answers and workflows. | Conversation-centric CRM with a unified customer timeline. |
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| Considerations | Voice agents are in beta and require Standard or above. Skills, ticket sources, Stripe actions, and advanced analytics have plan requirements. Phone and Slack tools differ from web-chat tools. Custom workflows need configuration, permissions, and testing; source quality and refresh schedules affect answers. AI credits vary with models and actions, and phone service and voice usage need separate budgeting. | Pricing is sales-led; integrations and AI scope should be validated against the target channels. |
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