Admin Opt-In/Opt-Out Control
AI & Conversation Intelligence
Audit-Ready Compliance Tracking
Automatic Group Matching
Groups of 2–8
Birthday and Anniversary Celebrations
Client Portal / Branded Client Portals
Custom Matching Preferences
Custom or Prebuilt Agents
Custom Scheduling Per Team
Direct Message Introductions
Drag-and-Drop Page Builder
Email Onboarding Resources
Embedded AI Agents in Portals
Enterprise-Grade Security
Fast Search & Organization
Guided Support for Training
Internal & External Workspaces
Knowledge Management & File Storage
Manual Group Matching
2-8 people/group
Meeting Notes with Context
Mutual Action Plans & Task Lists
Number of Businesses Served
3000
Onboarding & Client Portals
Real Answers from Your Content
Screen-Aware & Prompt-Driven
Smart Alerts & Notifications
Supported Actions
Client onboarding and supportFAQ answeringPersonalized documentation deliveryBooking onboarding sessionsAutomating workflowsForm submissionsCustomer engagement trackingDocument upload and approvalsAutomated notificationsMeeting notes transcriptionProposal and contract generationNext-step recommendationsFollow-up bookingSales battlecardsSales workflow automationTeam coordinationEngagement analyticsPartner onboardingResource sharingCalendar syncingAgreement workflowsPartner Q&APerformance reportingWorkflow automationProcess documentationCompliance trackingSmart alertsGuided supportSelf-service resource access
Supported Portals
Client PortalsSales PortalsPartner PortalsOnboarding PortalsProcess Portals
Supports Remote and Local Teams
Time-Saving Efficiency
70-50%
US-EU Privacy Shield Certification
Version-Controlled Content Delivery
Video Recording & Transcription
White-Label & SMTP Support