Video Recording & Transcription
Meeting Notes with Context
Fast Search & Organization
Internal & External Workspaces
Real Answers from Your Content
Screen-Aware & Prompt-Driven
Custom or Prebuilt Agents
Client Portal / Branded Client Portals
Drag-and-Drop Page Builder
Mutual Action Plans & Task Lists
White-Label & SMTP Support
Enterprise-Grade Security
Onboarding & Client Portals
AI & Conversation Intelligence
Knowledge Management & File Storage
Version-Controlled Content Delivery
Audit-Ready Compliance Tracking
Guided Support for Training
Smart Alerts & Notifications
Embedded AI Agents in Portals
Supported Portals
Client PortalsSales PortalsPartner PortalsOnboarding PortalsProcess Portals
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
Time-Saving Efficiency
70-50%
Number of Businesses Served
3000