One Platform. Two Sides of Your Business.

Serve the people outside your organization and equip the people inside it without stitching together separate AI products.

Customer Operations

An AI Front Door for Your Customers

Serve customers in their own language across 195 countries, then keep every conversation connected to real work.

  • Sales, support, lead capture, and guided intake
  • Appointments, uploaded documents, and customer forms
  • Human Takeover and live translation when a person is needed
  • Configurable public chatbots across multiple websites
  • 240+ text languages and voice input in 85+ PHI-compliant languages
Internal Operations

A Role-Based AI Workspace for Your Staff

Work Mode helps authorized employees and vendors act on business information, create deliverables, and move work forward.

  • General, Healthcare, Legal, and Finance AI workspaces
  • Connected CRM, database, EHR, calendar, and knowledge data
  • Word, Excel, PDF, and CSV document creation
  • Approvals, signatures, communications, routing, and filing
No Separate Compliance Fee
No Per-Seat Subscription Charge
Global Compliance Coverage

Global Compliance and Privacy Are the Operating Layer

Compliance safeguards are included throughout the platform with no separate compliance fee, and global coverage spans regions and industries. These safeguards guide sensitive-data masking, consent, role access, privacy settings, and audit records across customer and staff workflows.

Compliance by Region & Countryview list ›
Compliance by Industry & Moreview list ›
🎤 Patent-Pending AI Voice Assistant · Live Test Drive
Talk to the CoolBiz® AI Voice Assistant

Choose Sales, Support, Onboarding, or Billing and any language, then talk naturally about the platform. Ask follow-up questions, change subjects, and experience the conversation for yourself.

ABOUT THIS LIVE TEST DRIVE: This working Voice Assistant is powered by the patent-pending Speed Factory and is being prepared for full multi-tenant release. This preview runs outside the platform’s compliance engine, so please don’t speak or type real sensitive data into it. Nothing you say is stored permanently: session memory lives on our server, never in your browser, and purges automatically.

Customer-facing AI conversations handling appointments and document intake

AI Operations That Connect

Customers, Staff, and Systems

Customer Conversations · Work Mode · Connected Data · Documents · Communications · Compliance

Bring customer engagement, internal workflows, connected business data, and document work into one platform. Serve customers across languages, let authorized staff work through Work Mode, and manage the settings, access, privacy, analytics, and usage from one dashboard.

Explore FeaturesStart Free Trial
  • mask image
  • mask image
  • mask image
  • mask image
  • mask image
  • mask image
  • mask image
  • mask image
  • mask image
  • mask image

What the Platform Runs

Customer
Conversations
Work Mode
& Documents
Connected Data
& Integrations
Compliance
& Privacy
Customizable AI Solutions

Customer-Facing AI Operations

Configure public AI for support, sales, intake, scheduling, document analysis, multilingual conversations, and live human assistance when a person is needed.

Seamless Integration

Connected Systems, One Source of Truth

Connect CRM, database, EHR, calendar, and knowledge sources so customer conversations and authorized internal work can use the business information already in your systems.

User-Frendly Subscriber Dashboard

One Dashboard for Customer and Internal Operations

Build customer-facing AI, open Work Mode, manage integrations and knowledge, monitor live conversations, control role access and privacy, track analytics and usage, and handle billing in one place.

Professional AI workspaces for healthcare, finance, legal, and general business operations

Professional AI for Regulated Work

Give authorized staff access to General, Healthcare, Legal, and Finance AI workspaces, with agreements, permissions, and privacy controls aligned to the work they are allowed to perform.