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AI Assistant & Search

Ask your own data a question — and let a chatbot answer your clients’ questions first.

Two AI surfaces on the same indexed platform: an internal assistant your team asks about any record, and a customer-facing chatbot that deflects the questions your knowledge base already answers. Neither trains on your data.

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4
Sub-modules
6
Module integrations
22
Features

SUB-MODULES

Everything inside AI Assistant & Search.

💡

Internal Assistant

A chat surface that can read the record you are looking at and act on it.

  • ✓Summarise a ticket, deal, company or project
  • ✓Draft a reply in your own tone
  • ✓Answer questions across modules
  • ✓Take actions through a controlled action catalogue
  • ✓Cites the records it drew on
  • ✓Scoped to what the asking user is allowed to see
🤖

Customer Chatbot

An embeddable widget that answers from your knowledge base before a ticket is ever raised.

  • ✓Per-tenant widget configuration
  • ✓Answers grounded in your published knowledge base
  • ✓Serves the article rather than inventing an answer
  • ✓Hands off to a ticket when it cannot help
  • ✓Session history retained for review
  • ✓Deflection reporting
🔎

Semantic Search

Search by meaning across the whole platform, not by exact keyword in one module.

  • ✓Cross-module search over tickets, docs, companies and more
  • ✓Vector plus full-text hybrid ranking
  • ✓Background embedding indexer keeps results current
  • ✓Permission-aware results
  • ✓Jump straight to the source record
🛡️

Governance

AI you can put in front of an auditor — off by default, bounded, and never training on you.

  • ✓Disabled unless an administrator enables it
  • ✓Provider contractually barred from training on your content
  • ✓Only the content needed for a request is sent
  • ✓AI usage and cost visible to super-admins
  • ✓Named as an optional sub-processor in our published list

MODULE CONNECTIONS

How AI Assistant & Search connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

🧠AI Assistant & Search
🎫
Ticketing↔ syncs with

Summarise a ticket, draft the reply, deflect the next one

View module →
🤖
AI Autonomy→ sends to

Triage feeds the autonomous playbook runner

View module →
📁
Documents← receives from

Documents indexed for semantic retrieval

View module →
🤝
CRM← receives from

Summarise an account before the call

View module →
🕸️
Knowledge Graph← receives from

Graph context assembled into answers

View module →
🚪
Client Portal→ sends to

Chatbot embedded in the client-facing portal

View module →

REAL-WORLD WORKFLOWS

See it in action.

LIVE FLOW

Client asks → deflected → or escalated with context

The questions that do not need a human stop being tickets.

1
AI ChatbotQuestion asked

Client asks the widget a question on your portal or site

2
AI SearchKnowledge base searched

Semantic search finds the article that answers it

3
AI ChatbotAnswered or handed off

Article served, or a ticket raised when it cannot help

4
AI AssistantContext attached

Escalated ticket arrives with the conversation summarised

5
TicketingReply drafted

Engineer asks the assistant to draft the response and sends it

Explore related modules

🎫Service Desk & TicketingSLA-driven tickets that resolve faster and bill automatically.STARTER →🤖AI AutonomyAI that acts — classifies tickets, runs diagnostics, and takes approved actions.ENTERPRISE →📁Document ManagementSharePoint-style document vault with version control, team folders, and secure sharing.BUSINESS →🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →🕸️Knowledge GraphEvery entity and relationship in one graph — ask "what breaks if this fails?" and get an answer.ENTERPRISE →🚪Client PortalYour clients self-serve tickets, invoices and approvals — under your brand.STARTER →
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