BENEFITS AND FEATURES
One platform for every conversation
Did you know that Conversational AI is the ONLY private cloud full voice AI and CRM integrated platform solution on the market?
From customer service to project delivery, this CRM adapts to how you work:
Unified dashboard
See every conversation, task, and update in one place. The CRM dashboard provides a clear overview of interactions, reports, and analytics so AI agents and teams know exactly what to do next.
Multi-channel capabilities
Unify voice, chat, SMS, and email AI agents onto one platform for seamless, consistent customer engagement.
Hyper-personalised interactions
AI agents use phone numbers and history to enable consistent, contextual, and highly personalised conversations.
Automated follow-ups and scheduling
The system reviews leads every three days, using conversation analysis to determine the best next steps.
Achieve true 24/7/365 service
Eliminate business hours. Your agents provide instant, accurate service 24/7 across every channel.
Campaign management
Plan, launch, and track outbound campaigns that align with ongoing conversations directly from the CRM.
Self-learning and self-optimising engine
Trained, self-learning agents instantly optimise performance and unify control via an insightful, central CRM platform.
Dynamic agent training
Train agents with a playbook. Use simple instructions to modify behaviour and enhance performance in real-time.
Insightful reporting and analytics
Our agentic reporting acts as your integrated data analyst, querying hundreds of chat and call transcripts.
Seamless API integrations
The platform uses API capabilities to fully integrate with any other CRM, helpdesk, or legacy tools you use.
White-label ready
Fully rebrand the CRM and deliver Conversational AI experiences under your business identity.
ANALYTICS AND REPORTING
Get instant insights with agentic AI reporting
Turn every conversation, transcript, and data point into an immediate, actionable report. Our AI agents don’t just summarise data. You can have them process it contextually, providing the strategic insights you need, the moment you ask for them.
Harness the power of your conversational data
Let AI manage the data, while you manage the results.
Instant Metrics
Ask for volume, duration, sentiment scores, and first-call resolution rates across any channel or time period.
Operational Optimisation
Agents analyse thousands of conversations to identify specific, repeatable actions that improve QA and operational outcomes.
Strategic Answers
Ask strategic questions and receive actionable, cross-departmental recommendations.
PRIVACY AND SECURITY
The ONLY sovereign AI platform
Secure your enterprise data like no other solution can. We offer absolute data sovereignty with the market’s only full voice AI and CRM platform built for private environments.
Exclusive Integration
The only platform providing full voice AI natively integrated with CRM in a private cloud environment.
Australian Data Sovereignty
Host on-premise or via private cloud on Australian servers to guarantee compliance and data jurisdiction.
Maximum Control
Own your deployment and maintain total control over data, security, and upgrades.
THE CONVERSATIONAL AI ADVANTAGE
You only need our AI agents and CRM to scale
Your business is built on conversations. If you’re still relying on humans to manage 100% of those interactions, you’ve hit a wall. You can’t scale, you can’t offer 24/7 service, and your costs are too high.
Conversational AI can learn your operations performance in just one click or question, gaining immediate insights into bottlenecks, lead qualification rates, and agent efficiency without waiting for monthly reports.
(English, German, Spanish, Hindi, Japanese, Portuguese, French)
89% on costs
88% on costs
88% on costs
Human Sales Rep
AI Receptionist
89% on costs
AI Sales Employee
88% on costs
AI Customer Service Agent
(English, German, Spanish, Hindi, Japanese, Portuguese, French)
88% on costs
AGENTIC AI: WORK WITH YOUR NEXT TOP EMPLOYEES
Meet your AI team
The future of automation is teamwork. Conversational AI’s multi-agentic CRM handles a team of specialised digital employees. Each AI agent masters a single, complex role (just like your top human staff) but with flawless execution and 24/7 capacity.
Jake
Database Reporting & Insight AnalystJake transforms raw data into instant, actionable intelligence.
- Code-Free Reporting. Simply ask Jake any question; he will search the entire database and read transcripts for instant answers.
- Executive Summary. Jake rapidly reads call transcripts and documents, delivering precise, contextual summaries.
- Data Liquidity. Jake manages the real-time data flow so all agents have instant access to anything they need.
Sarah
Sales & Performance StrategistSarah uses empirical data to consistently optimise your revenue engine.
- Conversion Optimisation. Sarah pinpoints exactly where prospects drop off or where sales scripts fail.
- Prescriptive Coaching. You can ask Sarah to deliver precise, data-backed recommendations on how to improve your scripts and agent behaviour.
- Performance Monitoring. Sarah can also track the true ROI of every conversation flow.
Sophie
Operations Workflow ManagerSophie acts as your AI team’s project manager, ensuring complex tasks are always completed accurately.
- Intelligent Delegation. Simply tell Sophie the goal, and she will break down the request and delegate it to the right specialist.
- End-to-End Reliability. Sophie manages the entire sequence and ensures frictionless hand-offs between agents.
- Process Scalability. Sophie ensures complex operations scale flawlessly without requiring additional manual oversight.
Blake
Training & Optimisation CoachBlake is the engine of continuous improvement, ensuring your AI never stops learning.
- Real-Time Adaptation. Blake updates all agent instructions and conversation logic instantly based on performance data and new rules.
- Maintainable Consistency. Blake guarantees all agents operate from a single, current playbook, eliminating performance drift.
- System Hardening. Blake manages the underlying logic and system stability for resilience and immediate performance fixes.
These agents don’t work in silos. Our inter-agent communication protocols built into the AI CRM enable sophisticated task delegation and result compilation.
TRAINING SYSTEM
Your playbook.
Their intelligence. Instant onboarding.
The strength of your AI workforce is directly tied to the quality of its training.
We’ve replaced complex coding with an instruction-based training methodology that mirrors human employee onboarding.
01
Playbook Upload (Zero-Code)
Simply upload your existing operational documents (FAQs, scripts, or policy files). The AI instantly converts your business knowledge into specific, executable instruction sets.
02
Modular Instruction Sets
Agents are trained on granular, reusable modules for every action.
03
Dynamic, Real-Time Updates
Change a policy or fix an error and deploy the modification instantly across all agents
04
CRM-Fueled Intelligence
Agents access your lead and customer database for caller recognition and conversation history, delivering tailored service.
These agents don’t work in silos. Our inter-agent communication protocols built into the AI CRM enable sophisticated task delegation and result compilation.
INTEGRATIONS
A CRM that plays nice with others
Conversational AI CRM connects seamlessly with the CRMs, project management platforms, helpdesk tools, and marketing systems you already use and trust.
We can ensure it fits naturally into your existing setup, sharing data and context so every tool works in sync and silos quietly disappear.
CONVERSATIONAL AI VS. TOP COMPETITORS
The clear-cut choice over other autonomous agentic AI solutions
See how Conversational AI measures up to other top AI solutions.
Frequently Asked Questions
Got questions? We've got answers.
It’s an advanced, agentic AI-powered platform that blends customer conversations, internal communications, and workflows into one intelligent system.
With natural language processing, it understands context, follows through on actions, and adapts to how your team works.
Unlike a standard CRM that simply stores records, Conversational AI’s platform actively manages both customer-facing and internal processes by operating as a fully autonomous workforce.
Our AI-native CRM is an operational tool that actively automates workflows, interprets and responds to natural language across calls and emails, and links every conversation directly to the tasks, updates, or records it affects.
Essentially, it gives you a full inbound or outbound workforce that is precisely tailored to your business, automating follow-ups, calls, and emails like your best inbound receptionist, outbound sales professional, or entire outbound call centre operation.
We provide complete billing transparency. Our AI CRM dashboard gives you detailed usage tracking and cost management tools. You monitor exactly where your funds go, including SMS costs, call durations, and feature utilisation, allowing for accurate client billing and cost optimisation.
Yes, absolutely. Our white-label architecture is designed to support reseller partnerships. It removes all Conversational AI branding elements, allowing partners to rebrand and resell the platform under their own identity.
Conversational AI offers full data privacy and enterprise-grade security controls to ensure your information is completely protected.
Your data is safeguarded through enterprise-grade encryption both in transit and at rest. For maximum control, we offer flexible hosting options, including deployment in a private cloud or on-premises with SOC 2 compliance.
All information (including call recordings, voice data, and generation, transcription, and metadata) is stored securely. You maintain full control over permissions and access, and the system never uses your customer data for AI training without explicit authorisation. Further, detailed audit trails help ensure you remain compliant with industry and regulatory standards.
Most organisations are fully operational within weeks. Our onboarding process includes mapping your workflows, configuring integrations, and training your team to get the most from the platform from day one.
