Everything you need totransform prospects into customers
AI-powered sales and support automation with intelligent lead management, multi-persona conversations, and enterprise-grade security.
Smart Lead Scoring & Management
AI-powered predictive scoring and automated lead enrichment to identify your best prospects
Smart Lead Scoring
AI-powered predictive scoring ranks prospects by engagement level and conversion potential. Track companies like CloudTech Solutions, DataFlow Systems, and SecureNet Corp with precision scoring from 70-100 points.
Advanced Filtering & Segmentation
Organize prospects by status: Recommend, Queue, Reject, General, and Inactive. Filter by city, state, and website for targeted outreach campaigns.
Automated Lead Enrichment
Automatically gather company information, website data, and contact details. Enrich profiles with technology stack, company size, and industry insights.
Lead Management Dashboard
scored based on engagement patterns and company fit
Status Management
Location-Based Filtering
Target prospects by geographic location for regional campaigns
Multi-Persona Chat System
Deploy specialized AI personas for different interaction types with intelligent product discussions
Conversation Intelligence
Product Overview Discussions
AI provides detailed explanations about CloudData Atlas features and integrations
Persona Selection
Conversation Threading
Organized chat history with prospect-specific context and status tracking
Multi-Persona Chat System
Deploy specialized AI personas for different interaction types. Switch between Sales Rep, Support Agent, Technical Specialist, and custom personas seamlessly.
Intelligent Product Discussions
AI handles complex product inquiries with detailed knowledge. Discuss integrations, use cases, pricing, and technical specifications accurately.
Real-Time Upselling
AI detects buying signals and contextually suggests upgrades, add-ons, or premium features during natural conversation flow.
Drag-and-Drop Workflow Builder
Create complex business processes visually without coding
Visual Builder
Create complex business processes visually. Build license renewal flows, user onboarding sequences, and support escalation paths without coding.
Smart State Management
Track user progress through workflows with intelligent state transitions. Handle license types, renewal processes, and user actions automatically.
API Integration Points
Connect workflows to external systems via REST/GraphQL APIs, webhooks, and CRM integrations. Trigger actions across your entire tech stack.
Conditional Logic & Branching
Build sophisticated decision trees with conditional branching. Route conversations based on user type, license status, or custom business rules.
Universal Document Support
Upload any document type with automatic indexing and RAG-powered search
Universal Document Support
Upload PDFs, Word docs, Excel files, HTML, text files, and more. AI automatically indexes and structures content for instant retrieval.
Persona-Specific Documents
Organize documents by AI persona and prospect. License renewal docs, technical specifications, and company policies are automatically categorized.
Advanced Search & Retrieval
RAG-powered search finds relevant information instantly. Search across all documents to answer specific customer questions accurately.
Document Management System
File Type Support
Persona Assignment
Documents tagged for:
Metadata Tracking
Creation dates, file sizes, and document types automatically tracked
Unknown Question Capture
AI automatically identifies knowledge gaps and learns from real customer interactions
Learning Intelligence
Unanswered Questions Queue
Track license queries, renewal processes, and technical questions needing attention
Response Management
View, Answer, and Delete options for efficient question management
Timestamp Tracking
Monitor when questions were asked and response time patterns
Unknown Question Capture
AI automatically identifies questions it cannot answer and flags them for review. Build knowledge base organically from real customer inquiries.
Answer Management System
Review, approve, and add answers to previously unknown questions. Train AI responses with real-world examples and business context.
Performance Analytics
Track AI performance metrics, response accuracy, and customer satisfaction. Monitor improvements over time with detailed analytics dashboards.
Business Context Analysis
Configure AI with your company's specific business model and industry terminology
Business Context Analysis
Configure AI with your company's specific business model, market position, and industry terminology. Train on your unique value propositions.
Industry-Specific Training
Enable industry terminology and context for technology, finance, healthcare, or other sectors. AI understands your domain-specific language.
Custom Response Examples
Train AI with specific response examples for common scenarios. Define how to handle license renewals, pricing discussions, and technical support.
Advanced Model Configuration
Fine-tune AI behavior with temperature settings, token limits, and model selection. Optimize for accuracy, creativity, or response length.
Role-Based Access Control
Enterprise-grade security with granular permissions and complete audit trails
Role-Based Access Control
Define custom roles with specific permissions. Admin, Customer Contact, Account Manager, and Super roles with granular access control.
User Management Dashboard
Comprehensive user administration with activity tracking, login monitoring, and role assignment. Track team engagement and system usage.
Audit Trail & Compliance
Complete audit logging for all user actions, role changes, and system modifications. Maintain compliance with detailed activity records.
Security Management
User Management
Track login dates, created dates, and assign appropriate role permissions
Role Configuration
Permission Matrix
Granular control over create, view, update, and delete operations
Platform Performance Metrics
Proven results that drive business growth and customer satisfaction
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