Features

Everything in one platform

Autoch.at brings together AI-powered customer engagement, multi-channel conversation management, CRM, social media publishing, and analytics — all in a single platform. Here's a complete overview of what's included.

AI Assistant

Assistants — Create multiple AI assistants with distinct personas, knowledge bases, and channel assignments. Each assistant can have its own name, personality, and set of instructions.

Playbooks — Define step-by-step conversation flows for specific scenarios — lead qualification, appointment booking, support triage, and more. Playbooks give your AI a structured approach to achieving specific goals.

Training Context — Teach your AI about your business by crawling your website, uploading documents, adding FAQs, and writing custom knowledge. The more context you provide, the better your AI performs.

Messaging Directives — Set workspace-wide behavioral rules that apply to all assistants — controlling tone, formatting, response length, and compliance requirements.

Routing & Handoffs — Configure intelligent routing rules that direct conversations to the right assistant or human team based on channel, time of day, topic, or customer attributes. Set precise handoff triggers so the AI escalates at exactly the right moment.

AI Safety — Protect your customers and your brand with blocked keywords, topic restrictions, and Serious Mode for sensitive situations.

Experiments — Run A/B tests on your playbooks to find out which version drives better outcomes. Make decisions based on real conversation data, not guesswork.

Conversations

Unified Inbox — Every conversation from every channel — chat, SMS, email, voice, and social DMs — in one inbox. Filter, search, assign, and manage everything from one place.

Conversation Detail — Full conversation timeline, AI suggestions, internal notes, client profile, and reply composer in one view.

Email Workflows — Automate email responses and follow-up sequences with trigger-based workflows.

SMS Workflows — Automate SMS responses with trigger-based workflows, including keyword detection and opt-out handling.

Outbound Email — Compose and send one-off or bulk emails to clients directly from Autoch.at.

Voice Conversations — Review call records, read transcripts, and listen to recordings for AI-handled phone calls.

Widget Playground — Test your chat widget and AI assistant in a live sandbox before deploying to your website.

CRM

Clients — A built-in contact database that automatically creates and updates records as customers interact with you. Includes conversation history, custom fields, and tags.

CRM Connections — Sync client records and conversation data with Salesforce, HubSpot, Pipedrive, Zoho, and other CRMs.

Qualification Settings — Define the criteria your AI uses to qualify leads — the questions it asks, the fields it collects, and what counts as a qualified lead.

Insights

Analytics — Track conversation volume, AI performance, response times, lead conversion, and channel health.

Conversation Intelligence — Automatically surface topic clusters, sentiment trends, escalation patterns, and resolution insights from your conversation data.

Voice Analytics — Call volume, outcomes, transcripts, and AI performance metrics for your voice channel.

Social Media

Social Profiles — Connect Facebook, Instagram, LinkedIn, and X (Twitter) accounts to handle DMs and comments in your inbox.

Posts — Create, schedule, and publish social media posts to all connected platforms from one place.

Post Queues — Set up repeating posting schedules so your social accounts stay active automatically.

Social Analytics — Track engagement, reach, and follower growth across all connected accounts.

Caption Generator — Use AI to draft social media captions — describe what you want to post and get ready-to-use copy in seconds.

Settings

Users — Invite team members, assign roles (Owner, Admin, Manager, Agent), and manage access.

Workspaces — Create multiple isolated environments within your organization for different brands, regions, or teams.

Branding — Set your logo, colors, and company name for a consistent customer experience.

Chat Widget — Configure and deploy your website chat widget, including proactive triggers and the JavaScript API.

Email — Connect your email domain with SPF/DKIM authentication for inbound and outbound email.

Phone Numbers — Provision local and toll-free numbers for SMS and AI voice calls.

Calendar Integration — Connect Google Calendar, Outlook, or Calendly so your AI can book meetings.

BYOK — Bring your own OpenAI or Anthropic API keys to use your own models and control costs.

Canned Responses — Build a library of pre-written replies for your team to insert with a single click.

Conversation Tags — Create labels to categorize conversations and filter your inbox.

PII & Privacy — Control data redaction, retention periods, and customer data deletion.

Preferences — Configure auto-assignment, business hours, and notification defaults.

Usage & Billing — Manage your subscription, track usage, and access invoices.