AI assistantRouting & meetingsSalesforce + SlackOkta SSO
Platform built for modern inbound.
One platform to power your website assistant, send leads to the right sales rep, book meetings, and sync everything with your CRM and Slack.
Works with Google Calendar, Slack, Salesforce, and SSO providers like Okta via Clerk.
What the platform includes
Everything you need to capture intent on your website, qualify visitors, send leads to sales, and prove impact on pipeline.
Website assistant
On‑brand AI chatbot that answers questions, asks light qualification, and can offer to book a meeting.
Routing engine
Define who should own each lead using page, country, campaign, team, or rep availability.
Meeting booking
Real‑time availability from Google Calendar, buffers, and rules per rep.
Signals & analytics
See which pages and campaigns create conversations and meetings, and spot high‑intent accounts.
Knowledge & AI
Choose whether the assistant uses your docs (RAG), model‑only, or KB‑only mode for strict answers.
Enterprise guardrails
Okta SSO via Clerk, consent and privacy options, data retention, and audit‑friendly settings.
Designed for production teams
Security, privacy & control built‑in.
Use your own SSO provider via Clerk, configure consent and privacy URLs, and control where data is stored and for how long. We integrate cleanly with Salesforce instead of replacing it.