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AI Assistant & SearchAI Assistant for Business

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
🛡️

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

QUESTIONS

AI Assistant & Search, answered.

What is Plenix Cloud AI Assistant & Search?

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.

What does AI Assistant & Search include?

AI Assistant & Search covers Internal Assistant, Customer Chatbot, Semantic Search, Governance. A chat surface that can read the record you are looking at and act on it.

Which Plenix Cloud plan includes AI Assistant & Search?

AI Assistant & Search is included in the Enterprise plan. Every plan starts with a 30-day free trial. See the pricing page for current prices.

Does AI Assistant & Search work with the rest of the business?

Yes. AI Assistant & Search runs on the same database as every other Plenix Cloud module, so it shares records with Ticketing, AI Autonomy, Documents, CRM, Knowledge Graph, Client Portal without exports, imports or third-party connectors.

WHO USES AI ASSISTANT & SEARCH

🏢 Enterprise Business Management Platform

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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AI Assistant for Business — AI Assistant & Search | Plenix Cloud