ConvoDocs offers a comprehensive suite of features designed to help you create smarter customer service and capture more leads. Here's everything your AI agent can do for your business.
🤖 Build Your Perfect AI Assistant
Create an AI agent that matches your business personality and communication style. No technical skills required - just choose how you want your agent to interact with customers.
🎭 Choose Your Agent's Personality
- Friendly: Warm and welcoming, perfect for hospitality businesses
- Professional: Business-focused and formal for corporate environments
- Casual: Relaxed and conversational for creative industries
- Enthusiastic: Energetic and upbeat for retail and services
- Helpful: Solution-focused for support and troubleshooting
- Formal: Traditional and respectful for professional services
📝 Control How Your Agent Responds
- Concise: Short, direct answers that get straight to the point
- Detailed: Comprehensive responses with full explanations
- Conversational: Natural, back-and-forth dialogue
- Bullet Points: Organized, easy-to-scan information
- Structured: Step-by-step guidance and instructions
🧠 Teach Your Agent About Your Business
Your agent learns from your existing business content to provide accurate, helpful answers. Upload your documents, connect your website, or type in information directly.
📄 Upload Your Documents
Simply drag and drop your existing files and your agent will learn from them instantly.
- PDF files (manuals, brochures, policies)
- Word documents (procedures, FAQs, guides)
- Text files (simple documentation)
- Your agent reads and understands the content automatically
🌐 Import From Your Website
Already have information on your website? Your agent can learn from it automatically.
- Paste any webpage URL and we'll extract the information
- Perfect for FAQ pages, product descriptions, and service details
- Automatically stays updated when you change your website content
✏️ Type Information Directly
Add specific knowledge that isn't in documents or on your website.
- Business hours, contact information, and locations
- Pricing details and service descriptions
- Common questions and preferred answers
- Organize information with clear titles for easy management
⚡ Smart Actions That Work For You
Go beyond simple Q&A. Create smart workflows that collect information, qualify leads, and complete business processes automatically while you focus on what matters most.
🎯 What Your Agent Can Do
- Collect Leads: Get contact info and qualify potential customers
- Gather Feedback: Ask for reviews and improvement suggestions
- Process Requests: Handle service requests and quote inquiries
- Schedule Appointments: Book meetings directly in your calendar
- Survey Customers: Collect valuable business insights
🔧 How It Works
- Smart Triggers: Actions start automatically when customers ask certain questions
- Step-by-Step: Guide customers through simple forms and questions
- Decision Making: Different paths based on customer responses
- Instant Notifications: Get emailed when important actions complete
📅 Automatic Appointment Booking
Connect your Google Calendar and let customers book appointments directly through conversations. No more phone tag or missed opportunities.
📆 Smart Scheduling
- Set your available days and hours
- Choose how long each appointment should be
- Add buffer time between meetings
- Control how far in advance people can book
- Block out personal time and holidays
🔗 Seamless Experience
- Customers see your real availability instantly
- Automatic video meeting links for virtual appointments
- Confirmation emails sent to both you and the customer
- Timezone handling so appointments are always correct
- Easy rescheduling and cancellation options
💬 Professional Chat Experience
Give your customers the same chat experience they expect from major brands. Fast, responsive, and available 24/7.
⚡ Instant Responses
- Messages appear instantly with no delays
- Customers can see when your agent is "typing"
- Conversations continue seamlessly across devices
- No page refreshing or loading needed
🎨 Match Your Brand
- Choose colors that match your website
- Add your logo to the chat window
- Position the chat bubble where you want it
- Works perfectly on phones, tablets, and computers
- Looks great in light or dark mode
📊 See How Your Agent Performs
Track what's working and identify opportunities to improve your customer service with detailed analytics and insights.
📈 Key Metrics
- Conversation Volume: See how many people are chatting each day
- Response Quality: Track customer satisfaction ratings
- Popular Questions: Identify what customers ask about most
- Conversion Rates: See how many chats turn into leads or sales
🔍 Detailed Insights
- Read Conversations: Review individual chats to improve responses
- Customer Feedback: See what people loved or wanted improved
- Action Results: Track completed forms and bookings
- Knowledge Gaps: Find questions your agent couldn't answer
🏢 Perfect for Teams
Whether you're a solo business or a growing team, ConvoDocs scales with you. Manage multiple agents, invite team members, and control access levels.
👥 Team Collaboration
- Invite Team Members: Add colleagues with different permission levels
- Share Agents: Multiple people can work on the same agent
- Organization View: Switch between different business units
- Role Management: Control who can edit vs. just view
⚙️ Administrative Control
- Usage Monitoring: Track how many conversations you're using
- Billing Management: One centralized billing contact
- Access Control: Secure your business information
- Custom Limits: Set different limits for different teams
💳 Flexible Plans That Grow With You
Choose the plan that fits your business size. Start small and upgrade as you grow, with transparent pricing and no hidden fees.
📋 Plan Options
- Starter Plan: Perfect for small businesses - 20 conversations per month, 1 agent
- Pro Plan: Great for growing businesses - 100 conversations per month, up to 5 agents
- Free Trial: Test everything risk-free before you commit
- Overage Protection: Never lose conversations - pay only for what you use beyond your plan
🔒 Secure & Reliable
- Bank-Level Security: Your payment information is completely secure
- Instant Upgrades: Scale up immediately when you need more capacity
- No Contracts: Cancel anytime with no penalties or fees
- Automatic Billing: Never worry about renewals or service interruptions
🚀 Ready to Get Started?
ConvoDocs is designed to be powerful yet simple. Most businesses have their first agent live and answering questions within 30 minutes of signing up.
✅ What You Get
- 24/7 customer service that never takes a break
- Automatic lead capture and qualification
- Professional appointment booking
- Detailed analytics and insights
- Complete brand customization
🎯 Perfect For
- Service businesses that take appointments
- E-commerce stores with product questions
- Professional services that qualify leads
- Any business that wants better customer service
- Teams that want to work smarter, not harder