AI-Assistants

Support your employees and customers with intelligent, CloudOffix's tailored AI-Assistants. 
CloudOffix Assistants work hand-in-hand with your team to deliver unparalleled experiences.


What is an AI-Assistant?

What is an AI-Assistant?

A CloudOffix AI Assistant is your proactive, conversational, and action-oriented partner in business. Equipped with in-depth knowledge tailored to your organization, these assistants provide specialized, always-on support to both employees and customers. They don't just follow commands—they think, act, and respond intelligently, seamlessly executing tasks aligned with their designated roles to ensure efficiency and satisfaction at every step.

FUNCTION

What is an AI Assistant's Role?


The role of an AI Assistant is entirely up to you. With CloudOffix, you define their purpose and tailor them to your specific needs. Whether you need them to answer questions, perform actions, or execute complex workflows, AI Assistants adapt to the role you envision. From customer support to internal operations, the possibilities are limitless. Want a sales assistant that generates leads? Or a project manager that tracks deadlines and assigns tasks? It's all in your hands.

The role is yours to create—just imagine it, and let your AI Assistant bring it to life.

What is an AI Assistant's Role?

TRUSTED DATA

What is an AI Assistant’s Trusted Data?


Trusted data is the essential information an AI Assistant relies on to perform its role effectively. It forms the knowledge base that powers the assistant’s ability to think, act, and respond. This data may include company-specific resources such as knowledge articles, CRM data, and operational workflows, as well as external resources when necessary.

CloudOffix puts you in control of your AI Assistant’s trusted data. You define the information it can access, train it on relevant content, and set boundaries to ensure security and compliance. This tailored approach guarantees that the assistant operates with precision and trust, delivering value in every interaction.

What is an AI Assistant’s Trusted Data?

ACTIONS

What Are an AI Assistant’s Actions?


An AI Assistant’s actions are guided entirely by your commands and requests. It does not act autonomously but works in collaboration with you through conversation. While it can recommend actions based on the context, you are the one to trigger them.

Once activated, the assistant can perform any task you require, as long as it falls within the scope of its trusted data. Its capabilities are as dynamic and versatile as your needs, ensuring it acts precisely as you direct.


What Are an AI Assistant’s Actions?
AUTONOMOUS AI AGENTS

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CHANNELS

What Are an AI Assistant’s Channels at CloudOffix?


AI Assistants in CloudOffix are natively embedded across the entire platform, seamlessly integrated into every business application. Whether you’re managing marketing campaigns, driving sales, handling HR processes, or overseeing project management, your AI Assistant is readily available to support your needs.

With CloudOffix, all business apps are consolidated within a single platform, eliminating the need for additional, disconnected AI tools. This unified approach ensures that your AI Assistant operates effortlessly, leveraging the full power of CloudOffix to provide consistent, intelligent support across all channels.
What Are an AI Assistant’s Channels at CloudOffix?


Create Tailored AI-Assistants with
CloudOffix AI Builder

Create AI-Assistants to meet your unique business needs effortlessly with our low-code platform. 

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CloudOffix AI Builder

CloudOffix AI Builder is the ultimate low-code tool for creating and customizing AI assistants and Autonomous AI Agents. 

Setting up your AI assistant or autonomous agent has never been easier. Simply outline the tasks you need them to handle by defining topics, giving clear natural language instructions, and building a library of actions they can perform. With CloudOffix AI Builder, you can monitor their decisions, track their activities, and test their responses—all in one place.

With CloudOffix, you can define permissions, limit data access, and shape your AI agents exactly as your imagination allows. The best part? You can create these agents for sales, marketing, HR, project management—anywhere your business needs them. Thanks to its natural integration within CloudOffix, there's no need for third-party apps or add-ons.

This is the ultimate cost-saving advantage! Empower your business with tailored AI solutions that are smart, flexible, and fully aligned with your needs.

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