Guided product tour
Follow a Customer Conversation from Question to Success
See how specialist agents can share customer context, take the next appropriate step, and pause for human judgment. This tour focuses on the operating model instead of pretending there is a video that is not here yet.
Start the TourOne conversation, four specialists
The lifecycle handoff
Pre-Sales answers the question
A visitor asks whether the product fits their use case. The agent uses approved product knowledge, answers within its boundaries, and captures the buyer's goal.
Qualification applies your criteria
The next specialist gathers the missing evidence, applies your qualification rules, and creates a structured handoff without asking the buyer to start again.
Sales advances the opportunity
The Sales Closer continues with the conversation and account context intact. Sensitive messages or external actions can wait for human approval.
Customer Success keeps momentum
After the deal, a Customer Success Agent reviews activity, identifies follow-up work, and helps the team act with the relationship history available.
Operate with control
Test the workflow in your workspace
Start with one role and one representative scenario. Current plan allowances and connector availability are listed on the pricing and integration pages.
Keep approval on
Review customer-facing or sensitive actions while you validate behavior.
Connect one useful source
Give the first role only the context required for its job.
Inspect every run
Review context, reasoning, proposed actions, and handoffs—not only the answer.
Ready to deploy the first role?
Create a workspace, choose a specialist, and test it with human approval enabled.
