WorkBot Product Information

WorkBot AI-Driven Customer Service Platform is an autonomous, AI-powered customer support solution that operates across text, voice, and email channels to deliver round-the-clock assistance, personalized interactions, and scalable support while reducing operating costs. It leverages AI Agents, a no-code platform, and seamless integrations to manage front-line interactions, automate routine tasks, and escalate complex issues to human agents with contextual data.


How It Works

  1. AI Agents as the core: Prebuilt or custom AI Agents handle customer inquiries, complete routine tasks, and learn from interactions to improve over time.
  2. Omnichannel delivery: Supports chat, voice, and email across multiple channels with multilingual capabilities and smooth human handover.
  3. No-code setup: Configure skills, workflows, and automations via an intuitive drag-and-drop interface—no coding required.
  4. Context-aware escalation: Most queries are resolved automatically; when needed, queries are routed to human agents with all relevant context for quick resolution.
  5. Centralized data & integrations: Connects with 100+ tools (Drive, Confluence, Jira, Slack, Calendar, etc.) to access information and execute actions within existing workflows.
  6. Security and privacy: Robust access controls and compliance considerations ensure data protection across all channels.

Use Cases

  • 24/7 AI-supported first-contact handling and triage
  • Appointment scheduling and calendar management
  • Order tracking, billing assistance, returns, and refunds workflows
  • Multilingual customer support and seamless human handover
  • Knowledge management and rapid access to policy and product information
  • Data-driven insights through centralized conversation data

Key Benefits

  • Improves customer experience with instant, accurate responses and 24/7 availability
  • Reduces operating costs by automating repetitive tasks and scaling support
  • Provides consistent, personalized interactions across channels
  • Accelerates issue resolution through automated workflows and contextual handovers
  • Enables non-technical teams to build, deploy, and modify AI-driven services without code

How to Use WorkBot

  1. Set up your AI Agents: Train or customize agents with your knowledge base and workflows.
  2. Connect your tools: Add sources and integrations (Drive, Confluence, Jira, Slack, Calendar, etc.).
  3. Define workflows: Create automated tasks (scheduling, billing, tracking, etc.) using the drag-and-drop editor.
  4. Launch and monitor: Deploy agents across channels and monitor performance with real-time analytics and feedback loops.

Security, Privacy & Compliance

  • Fine-grained access controls to limit data exposure
  • Compliance with major data privacy regulations across regions
  • Data minimization and secure storage practices
  • Transparent auditing and monitoring of agent activity

Integrations & Extensibility

  • 100+ integrations with popular tools and platforms (Google Drive, Confluence, Jira, Slack, Calendar, APIs, etc.)
  • Centralized data view to enable informed decision-making
  • No-code templates and workflows for rapid deployment

What Makes WorkBot Stand Out

  • AI Agents designed for autonomous 24/7 support with human handover when necessary
  • No-code platform enabling rapid customization and rollout
  • Multichannel, multilingual capabilities for global support
  • Centralized data access across the organization to improve response accuracy
  • Strong emphasis on privacy, security, and regulatory compliance

Core Features

  • AI Agents (prebuilt and customizable) for autonomous customer interactions
  • 24/7 AI Chat Support with context-aware responses and multilingual support
  • AI Voice Agents for natural, human-like voice conversations
  • Automated Email Triage and Smart Response Generation
  • Human Handover with contextual data and seamless escalation
  • Centralized Data access and cross-tool integrations
  • No Code Platform for rapid setup, editing, and deployment
  • Omnichannel delivery across chat, voice, and email
  • Schedule, Billing, Returns, and Order Tracking automation
  • Data privacy controls and regulatory compliance
  • Real-time analytics and performance monitoring

Availability & Trial

  • Book a demo or start a free trial to explore WorkBot capabilities
  • Flexible deployment across institutions ranging from SMBs to large enterprises

Resources

  • Documentation: WorkBot Manuals and Guides
  • Case studies and success stories illustrating ROI and efficiency gains
  • Support and community resources for best practices