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Give customer questions a useful first answer with AI.

Build a customer-facing AI assistant using your business knowledge. SAYLS supports knowledge sources and assistant settings so repetitive questions can receive more useful answers, with the inbox and human controls close at hand.

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See the task in actionWhatsApp

CRM AIYOUR WORKFLOW

WhatsApp enquiry

“I’m buying a gift. Where should I start?”

Configured business knowledge

I can help you narrow it down. Who is it for, and what budget do you have in mind?

A clear route to your team

Configure AI for your business and keep a handover route.

The task behind the feature

When generic AI does not know your business

Customers do not always use your exact FAQ wording.

An AI model does not automatically know your delivery terms, product range or current process. Asking it to reply without useful source information creates avoidable risk. A business assistant works better when you provide maintained knowledge, set expectations and review real conversations before giving it a wider role in customer service.

See how the pieces fit

One practical way to use it

Give your assistant knowledge and a handover route.

Start withOne well-reviewed product question

01
Add reliable knowledge sources
Prepare useful documents, text snippets or supported website sources. Keep policies and product information current, and remove outdated material instead of expecting the assistant to work out which version is correct.
02
Configure how the assistant helps
Set the assistant's behaviour and connect an available provider configuration. Test common questions, unanswered questions and requests that need a person, particularly where the customer is asking about money or commitments.
03
Keep a human route available
Review replies in the CRM and use the AI control on a WhatsApp chat when staff need to take over. Update the knowledge base when the same missing information appears repeatedly.

Keep the next person in the picture.

Review answers against your approved business information before extending the assistant.

Why this is useful in practice

Help with the first question. Context for the next person.

Less repetitive explanation

A maintained assistant can help with common questions using the information you provide. Your team can focus on enquiries that need negotiation, sensitive judgement or a decision the assistant should not make.

Knowledge that stays useful

Bring business information into a defined assistant workflow rather than relying on scattered prompts. Website and document ingestion tools make maintenance more practical when your source content changes.

A controlled rollout

Start with a narrow question set and evaluate actual answers. You can expand the scope when the assistant is useful, while preserving the ability for people to manage individual conversations.

Choose a useful starting point

Questions your knowledge can genuinely answer

Product information before a shopper speaks to sales.
Answers based on delivery and return guidance.
A first pass at recurring service questions.

Your first useful workflow

Try crm ai assistant with your team.

Configure AI for your business and keep a handover route. Start with one well-reviewed product question and review the result before choosing a plan.

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A little clarity goes a long way

A little more about crm ai assistant.

Understand the setup, the costs and the next step before you decide.

Your business has its own questions.Tell us what you need. We'll help you find a useful starting point.

01Are answers guaranteed to be accurate?

No. AI can make mistakes even with good source information. Review outputs, maintain your knowledge and require human confirmation for sensitive advice, payments, stock commitments or other consequential decisions.

02Are AI usage charges part of every plan?

AI feature access and provider usage are separate considerations. Review the live plan details and the configured provider's billing. Do not assume an assistant allowance means unlimited model usage.

03Can I use website content as a knowledge source?

The assistant includes supported webpage and sitemap ingestion alongside document and text sources. You need accessible, appropriate content and should check what was successfully ingested before relying on it in replies.

Give customer questions a useful first answer with AI.

When generic AI does not know your business

Give your assistant knowledge and a handover route.

Add reliable knowledge sources

Configure how the assistant helps

Keep a human route available

Keep the next person in the picture.

Help with the first question. Context for the next person.

Less repetitive explanation

Knowledge that stays useful

A controlled rollout

Questions your knowledge can genuinely answer

Try crm ai assistant with your team.

A little more about crm ai assistant.

What works alongside crm ai assistant?

Meta AI agent

Team inbox

Flow builder