Make business knowledge accessible
Answer common questions about your services, policies and processes using the content your team provides.
AIChatVault customer experience presentation
AI CUSTOMER EXPERIENCE & BUSINESS AUTOMATION
AI assistants for your whole business.
Answer questions, capture leads, book appointments and automate follow-up across your customer channels.
Your Knowledge. Your AI. Your Brand.
Build assistants on your documents, website and connected data. Give them your brand, the actions you approve and a clear path to your team.
Free plan available · No credit card required
KNOWLEDGE · CONVERSATIONS · ACTIONS
01
Ground answers in your business
Documents, website pages and connected knowledge
02
Meet customers on their channels
Web, WhatsApp, Instagram, Messenger and email
03
Move the work forward
CRM, helpdesk, bookings, campaigns and store actions
THE BUSINESS CHALLENGE
Every enquiry needs a useful next step.
Customers need answers. Teams need context. Follow-up needs to reach the right place.
Keep enquiries moving
Capture contact details, understand what a visitor needs and connect them to the right sales or appointment workflow.
Carry context into the next step
Connect conversations to your CRM, helpdesk and other tools so your team can pick up the work with useful information.
One platform for answers, actions and human support.
Start with a frequent enquiry, connect the relevant tools and define what happens next.
INTERACTIVE WALKTHROUGH
Explore how a conversation becomes action.
Choose a business scenario, then select a step to follow the example workflow.
A
Example business assistantInteractive example · sample data, no real messages sent
BUSINESS USE CASES
Put AI to work across the customer journey.
Choose the workflows that fit your organisation, from a first enquiry to ongoing support.
Answer and escalate
Use business knowledge for common questions and connect complex requests to Zoho Desk or Freshdesk.
Capture the opportunity
Collect contact details and enquiry context, then connect leads, notes and follow-up tasks to Zoho CRM.
Make scheduling easier
Show availability and support booking, rescheduling or cancellation through Zoho Bookings.
Follow up with permission
Connect contacts to relevant Zoho Campaigns lists and manage subscription preferences.
Connect the next action
Use configured actions, Zapier and webhooks to move information into your team’s tools.
Help customers shop
Connect your store for product discovery and supported cart, order and post-purchase workflows.
Each workflow uses the integrations, permissions and actions you configure.
CHANNELS & CONNECTED SYSTEMS
Meet customers where they are.
Connect the conversation to the knowledge and business systems needed for the next step.
Web, messaging and email
Deploy a website widget or standalone chat page. Connect WhatsApp, Instagram, Facebook Messenger and an agent email inbox.
Sales, support and scheduling
Connect Zoho CRM, Zoho Desk, Freshdesk, Zoho Bookings and Zoho Campaigns for customer records and follow-up.
Extend your business workflows
Bring in Notion content, connect supported store platforms and extend actions with Zapier, webhooks and available APIs.
Customer channel→Your AI assistant→Connected system or human team
Channel capabilities, account permissions and configuration determine the actions and sync behavior available.
BUILD · BRAND · IMPROVE
Your knowledge gives the assistant context.
Configure the information, personality and behavior that fit your business.
Bring your content together
Add documents, website pages, Q&As and connected knowledge sources. Choose from the AI models available on your plan.
Shape the customer experience
Set your tone, welcome and fallback messages, and widget appearance. Support multilingual conversations with your configured assistant.
Review answers and outcomes
Preview real customer questions, review conversation history and usage, and refresh content manually or on supported schedules.
Grounded answers. Clear actions. A route to your team.
Use source references where available and define when the assistant should hand over.
Answers are grounded in the content you provide — keep your knowledge base up to date for the best results.
CUSTOMER STORIES
Already helping teams handle enquiries.
Published customer feedback from education, IT services, international trade and healthcare.
“
The chatbot learned quickly and was a great asset to handling enquiries effectively and efficiently on our website.
RM
Richard Myhillliysf.org.uk
GITinfosys
Reports faster visitor answers, enquiry capture outside business hours and an increase in qualified leads.
First Trade India
Reports better visitor engagement, more qualified leads and a more efficient sales process.
CBLM Holy Family Hospital
Reports more efficient appointment enquiries and improved online patient engagement.
CONTROL & TRUST
Launch with clear boundaries.
Choose what your assistant knows, who can manage it and when your team takes over.
Choose your sources
Keep business content scoped to your organisation and review the information made available to your assistant.
Manage team permissions
Use role-based access and manage API keys where your plan includes API access.
Set the handoff path
Configure escalation, review conversation history and use available rate-limiting and abuse controls.
Have specific data or security requirements?
Review data handling, retention and enterprise requirements with the team before deployment.
PLANS & USAGE
Start free. Choose room to grow.
Simple monthly plans in USD — upgrade, downgrade or cancel anytime.
$0/ month
Explore the basics
- 50 message credits / month
- 1 agent
$20/ month
Start a focused workflow
- 1,500 message credits / month
- 1 agent
$39/ month
Connect a growing team
- 4,500 message credits / month
- 2 agents
$129/ month
Expand your operations
- 15,000 message credits / month
- Unlimited agents
YOUR NEXT STEP
Put your knowledge to work.
Choose a support, sales, scheduling or automation workflow. Build, test and launch your first assistant.
Your Knowledge. Your AI. Your Brand.
- 01 Add your business content
- 02 Test questions and handoff behavior
- 03 Launch, review and improve
Build your first assistant.
Explore the Free plan with no credit card required.
FEATURES & INTEGRATIONS
Your business tools. One connected assistant.
Connect sales, support, commerce and customer channels. Select an integration to explore its capabilities.
CRM, support & scheduling
Commerce
Customer channels
Knowledge & automation
Capabilities depend on your connected accounts, permissions and configuration. Each integration slide links to its product page or guide.
CRM & SALES
Zoho CRM
Turn customer conversations into organised sales follow-up.
Create and update records
Sync captured leads and contacts, map custom fields and match existing records to avoid creating duplicates.
Keep sales moving
Add conversation notes, create follow-up tasks and create or update deals through configured CRM actions.
Bring CRM context back
Assign record owners and sync supported record updates so your team can work with current customer context.
Customer enquiry → Lead or contact → Notes, tasks and deals
Choose the modules, fields, ownership and actions that match your sales process.
HELPDESK & HUMAN SUPPORT
Zoho Desk
Carry customer context from the AI conversation to your support team.
Tickets with context
Create support tickets with conversation details and AI-assisted summaries when configured triggers or escalation rules apply.
Direct requests to the right team
Set department, priority and routing rules. Look up tickets, add notes and update supported ticket status from a conversation.
Two-way support conversations
Bring supported ticket updates and agent replies back into the originating customer conversation through the connected workflow.
Customer question → Context-rich ticket → Connected human support
Two-way delivery depends on webhook setup, the customer channel and your Zoho Desk capabilities.
HELPDESK & KNOWLEDGE
Freshdesk
Connect ticket workflows, human support and your existing help content.
Create and manage tickets
Sync contacts, create tickets with conversation context, check existing tickets, add notes and update supported statuses.
Escalate with useful context
Use AI-assisted ticket analysis and configured group, priority and tag rules to organise support requests.
Reuse your support content
Import Freshdesk knowledge articles and canned responses. Configure knowledge refresh and supported two-way ticket updates.
Help content → AI answers → Freshdesk ticket and team follow-up
Choose the content, sync schedule, routing rules and webhook delivery for your support workflow.
APPOINTMENTS & SCHEDULING
Zoho Bookings
Help customers find a time and book without leaving the conversation.
Show open appointment slots
Connect your workspace, select services and staff, and fetch live availability for a chosen date.
Create the appointment
Collect the required customer details and create the booking in Zoho Bookings through the configured chat workflow.
Handle plans that change
Look up appointments and support rescheduling or cancellation, with your selected service and timezone settings.
Choose a service → Find a time → Book, reschedule or cancel
Booking behavior follows your connected workspace, service availability and configured customer-verification flow.
EMAIL MARKETING
Zoho Campaigns
Connect interested customers to relevant, permission-based follow-up.
Route contacts to lists and topics
Map captured contact fields and use configured rules to select mailing lists and subscription topics.
Manage subscriptions in chat
Support subscribe and unsubscribe actions and receive preference-related webhook updates.
Bring your existing contacts
Sync eligible existing contacts into configured lists and review sync progress and outcomes.
Customer permission → Relevant list or topic → Campaign follow-up
Configure consent collection and subscription rules. Preference syncing supports your process; it does not itself establish marketing permission.
COMMERCE
Shopify
Give shoppers product guidance and connected post-purchase support.
Link your store
Connect with Shopify OAuth and sync product content so your assistant can work with your catalog.
Help customers choose
Search products, show product cards and guide shoppers into supported cart actions.
Help after checkout
Look up order status and tracking, and use supported customer-profile actions with the required customer verification.
Product question → Relevant catalog item → Shopping or order support
Available actions depend on store permissions, the customer session and the actions you enable.
COMMERCE
WooCommerce
Bring your WordPress store catalog into customer conversations.
Connect and refresh products
Link WooCommerce, sync catalog content and use product-change webhooks to keep supported product data current.
Guide variant selection
Search products, support variable products and help shoppers compare the available product information.
Support the shopping journey
Use the connected widget and supported cart, order-status and tracking workflows.
WooCommerce catalog → Product guidance → Connected shopping support
Product, cart and order actions depend on the connection, store configuration and customer session.
COMMERCE
Magento 2
Connect a detailed product catalog to conversational shopping.
Bring your catalog into chat
Connect your Magento 2 store, sync products and configure your assistant for your storefront.
Help shoppers find the right fit
Search products and handle configurable product variants so customers can explore relevant options.
Connect shopping and support
Use supported cart, order-tracking and customer-profile actions with the required store permissions.
Magento catalog → Configurable product options → Shopping assistance
Action availability depends on your connector setup, enabled permissions and verified customer session.
COMMERCE
OpenCart
Add product discovery and shopping assistance to OpenCart 3.x or 4.x.
Search and recommend products
Sync product content, browse categories and surface relevant products and related recommendations.
Turn a choice into a cart action
Collect required product options and quantity, then confirm the customer’s selection before adding supported items to the cart.
Help with post-purchase questions
Use supported order lookups, return-eligibility checks and cancellation-request workflows.
Product discovery → Confirmed options → Cart and order support
Enable the actions appropriate to your store. Order changes and account actions require the relevant verification and permissions.
CUSTOMER MESSAGING
Support customers through a connected WhatsApp Business account.
Answer incoming messages
Use your agent’s business knowledge to reply to customer messages and keep conversation context.
Templates and broadcasts
Use supported template messaging and campaign broadcasts with your approved templates and audience permissions.
Connect answers to next steps
Bring enabled business actions and human-support workflows into the conversation. Supported media handling adds context to enquiries.
WhatsApp message → Business answer or action → Support follow-up
Business-account eligibility, template approval, messaging windows and platform requirements apply.
CUSTOMER MESSAGING
Turn Instagram direct messages into useful customer conversations.
Link your business account
Connect an eligible Instagram account through the supported Meta connection flow.
Answer product and business questions
Respond to incoming direct messages using your configured agent and connected business knowledge.
Keep customer context
Retain conversation history and use available lead-capture and connected support workflows when customers need help.
Instagram DM → Helpful answer → Connected customer follow-up
Account eligibility, channel capabilities and Meta messaging requirements apply.
CUSTOMER MESSAGING
Facebook Messenger
Bring your AI assistant to your Facebook Page conversations.
Link your Facebook Page
Connect an eligible Page and configure the assistant that handles incoming Messenger conversations.
Use your business knowledge
Reply to customer questions using the knowledge sources and behavior you have configured.
Connect sales and support
Keep conversation context and use available business actions or human-support handoff when a request needs follow-up.
Facebook Page message → AI assistance → Sales or support follow-up
Connected Page permissions and Meta messaging policies determine the available channel behavior.
CUSTOMER MESSAGING
Handle customer email enquiries with your business-aware assistant.
Give your agent an email channel
Configure a dedicated agent inbox for inbound customer enquiries.
Answer with business context
Generate email replies using your agent’s knowledge and instructions, with conversation context available for review.
Connect the support workflow
Link email conversations to configured helpdesk escalation and team follow-up. Enable or disable the channel per agent.
Inbound enquiry → Knowledge-based reply → Connected team follow-up
Review your reply instructions and escalation rules before enabling automatic responses.
CONNECTED KNOWLEDGE
Notion
Bring shared documentation into your assistant’s knowledge base.
Authorise your workspace
Connect Notion and select the pages made available through the authorised connection.
Turn pages into answer sources
Import selected page content into your agent’s knowledge base for relevant business answers.
Review and refresh content
Use available re-sync and scheduled refresh controls, and review processing status as documentation changes.
Authorised Notion pages → Agent knowledge → Grounded answers
Your assistant can use the content shared with the integration; new changes become available after processing and refresh.
AUTOMATION
Zapier
Connect customer events to the apps your team works in.
Start from a customer event
Trigger configured workflows when leads are captured, conversations start or end, or messages arrive.
Build the next step in Zapier
Send event data to your Zap so connected apps can perform the follow-up you define.
Extend your assistant’s actions
Use the supported Zapier API and action workflows to connect automation with your AIChatVault setup.
Customer event → Zapier workflow → Action in a connected app
Requires your configured Zapier workflow. App availability, authentication and any third-party subscription requirements are separate.
CUSTOM INTEGRATIONS
Webhooks & custom actions
Connect your own systems to customer events and AI actions.
Send data when it matters
Use supported event webhooks to send lead and conversation information to your configured endpoint.
Call a business workflow
Configure external requests and action inputs so your assistant can trigger the workflows you approve.
Review execution outcomes
Inspect available action history, success and failure status, and manage or disable connections as your needs change.
Event or action → Your configured endpoint → Business workflow
Configure authentication, data mapping and endpoint behavior for your system. API access and action allowances depend on your plan.
PLATFORM FEATURES
Agent builder
Configure your assistant before it meets a customer.
Create and connect
Name your assistant and add its data sources. Choose from the AI models available on your plan.
Make it sound like your business
Set tone, style, welcome text and fallback messages. Use relevant templates as a starting point.
Review before launch
Test customer questions, adjust instructions and turn the assistant on or off as needed.
PLATFORM FEATURES
Knowledge sources
Manage the content that supports your assistant’s answers.
Documents and Q&As
Import supported PDFs, Word files, spreadsheets, direct text and bulk Q&As.
Selected pages or a site crawl
Import individual URLs or configure a crawl with depth and inclusion controls.
Connected knowledge
Use supported Notion imports, manual re-sync and scheduled refresh. Review processing status and errors.
PLATFORM FEATURES
Deployment & messaging
Reach customers through the channels you connect.
Widget, help page or domain
Embed a website widget, share a standalone chat page or configure a custom domain.
WhatsApp, Instagram & Messenger
Connect supported business accounts for conversational replies. Account eligibility and platform requirements apply.
Customer email workflows
Configure an agent inbox and email replies. Enable the channel when your response and escalation rules are ready.
Channel setup, messaging templates, broadcasts and supported actions are subject to the connected platform’s requirements and your configuration.
PLATFORM FEATURES
Conversation management
Review customer questions and bring your team into the loop.
Customer experience
Multi-turn conversations, streaming responses and source references where available.
Review and improve
Review conversation history, available feedback, topic tags and usage information.
Connect human support
Configure escalation through connected support workflows and capture the context your team needs.
PLATFORM FEATURES
Actions & automations
Connect a trigger to a useful business action.
Configure the workflow
Set the trigger, destination and information needed for the action.
Connect your tools
Use supported email, external app, Zapier and escalation actions. Availability depends on your plan and connections.
Check what happened
Inspect execution history and success or failure status. Update or disable actions as requirements change.
PLATFORM FEATURES
Contacts & analytics
Keep contact information and usage visible to your team.
Lead forms and contacts
Configure lead fields, manage contacts and export data for your sales workflow.
Organise follow-up
Search contacts and use available custom fields and contact history.
Track your allowance
Review conversation volume, activity by agent and plan usage. Use exports and manual review for your pilot metrics.
PLATFORM FEATURES
Branding & white label
Create a customer experience that fits your business.
Style your widget
Configure available colors, avatar, display name and widget position.
Set the introduction
Personalise welcome and fallback messages, then preview the customer experience.
Available on select plans
White label and brand removal are included on our Business and Enterprise plans.
PLATFORM FEATURES
Developer & API access
Extend the platform for your own workflows.
Manage API keys
Create, rotate or revoke available agent or organisation keys. API access depends on the plan.
APIs and webhooks
Use documented endpoints and supported event webhooks to connect custom applications.
Manage sources programmatically
Use supported knowledge operations and check the documentation for endpoint scope and permissions.
PLATFORM FEATURES
Team & account management
Give each teammate the access they need.
Bring your team together
Invite members by email, manage pending invitations and choose available roles.
Control access
Assign organisation roles and deactivate members when access is no longer needed.
Manage your workspace
Update profiles and account settings. Team seats and other allowances depend on your plan.