AI TOOL PROFILE

SmartConvo: AI Chatbot and Knowledge Platform

SmartConvo helps businesses automate responses using a private knowledge base. It is designed for teams providing 24/7 support or automating internal HR and IT inquiries.

Pricing

Plans start at $9/month for the Essential tier. A free plan is available, and annual discounts are offered.

At a glance

Best for
Small businesses, Mid-market companies, Enterprise organizations, Customer support teams, HR departments
Key use cases
24/7 Customer Support, HR Automation, Sales Lead Qualification, IT Issue Detection, Financial Task Automation
Integrations
Shopify, WordPress, Salesforce, Slack, Zapier
Visit SmartConvoSmartConvo software interface screenshot

How AI is used

SmartConvo is an enterprise knowledge platform designed to turn company data into an interactive AI chatbot. It uses a private training approach, allowing users to upload documents, sitemaps, and CRM data to help the AI provide answers specific to their business.

The software supports several functional areas, including customer service, HR recruitment, sales lead qualification, and IT troubleshooting. In addition to text-based chat, the platform offers AI Voice Agents for handling inbound phone calls.

Buyers should confirm the specific limits for each tier, as plans vary by the number of AI copilots, message credits, and training words. The platform includes security controls such as SOC 2 Type II compliance and role-based access management.

Key Features

  • Private Knowledge Training

    Supports training AI on proprietary documents, websites, and internal data for company-specific responses.

  • AI Voice Agents

    Designed to automate inbound phone calls, including appointment scheduling and answering common questions.

  • Enterprise Security

    Includes SOC 2 Type II certification, SSO, and Role-Based Access Control (RBAC) to manage data permissions.

  • Omnichannel Support

    Designed to engage users across web, mobile, and social media platforms.

  • Multi-language Support

    Supports conversational AI in multiple languages to help businesses engage global audiences.

Use Cases

  • 24/7 Customer Support

    Automating ticket resolution and providing answers to customer queries around the clock.

  • HR Automation

    Supports recruitment pre-screening, employee onboarding, and answering questions about company policies.

  • Sales Lead Qualification

    Using chatbots to engage prospects, qualify leads, and book meetings into calendars.

  • IT Issue Detection

    Using a private knowledge base to help IT teams detect and resolve technical issues.

  • Financial Task Automation

    Supports repetitive finance tasks such as invoice tracking and payment updates.

Integrations

  • Shopify
  • WordPress
  • Salesforce
  • Slack
  • Zapier

FAQ

What data can be used to train the SmartConvo chatbot?

The chatbot can be trained using data from your website, internal documents, support tickets, CRM data, and FAQs.

Does SmartConvo offer a free trial?

Yes, SmartConvo provides a 14-day free trial to allow users to explore the platform's features.

Is the software suitable for large enterprises?

Yes, it includes enterprise features such as SOC 2 Type II certification, SSO, and role-based access control (RBAC).

Source category: Customer Support

Source subcategory: AI Chatbot

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