Answer using approved knowledge
Provide controlled information about products, services, policies and processes.
AI Agents
Give every customer an intelligent first response
Deploy AI Agents that answer questions, qualify enquiries, collect customer information, perform configured actions and escalate conversations to the right team.
AI working within your business rulesGive teams support without positioning AI as unrestricted or unsupervised.
Controlled assistance
AI Agents support the team at every step
Use configured instructions and approved business knowledge to improve the first response, collect useful context and move conversations forward.
Collect the right information
Ask relevant questions and capture structured context before handing over.
Take configured actions
Route conversations, create activities, update fields or trigger an approved workflow.
Human and AI collaboration
Escalate with full context intact
When human support is required, the team receives the conversation history and an AI summary so customers do not need to start again.
- Knowledge-based answers and intent recognition
- Conversation summaries and customer routing
- Lead qualification and follow-up assistance
- CRM updates and configured business actions
Part of the platform
AI can work across the connected customer journey
Assist in the Shared Inbox, use CRM context, take workflow actions and help teams respond to campaign replies.
Product enquiries and frequently asked questions
Sales qualification and appointment collection
Customer-service triage and routing
Configured follow-up support
Frequently asked questions
What can an AI Agent do?
It can answer using approved information, collect context, qualify, route and take configured actions within your business rules.
Can it update the CRM?
AI Agents can support configured CRM updates and workflows where the appropriate actions are set up.
Can it escalate to a human?
Yes. Human escalation can retain the conversation history and AI summary.
Does it support WhatsApp?
AI Agents can assist conversations managed through OutPerform's connected customer engagement platform.