CRM with agents

The assistant
for your business.

You load knowledge and prompts. NeoAI answers on your site, WhatsApp, and voice, and writes to the CRM: requests, bookings, support, and basic bookkeeping.

We'll take you to the Talk to us form
Try an example
KnowledgeCopy, prices, rules, and photos
CRMLeads, status, and conversations
BookingsCalendar and staff
BookkeepingReceipts read from a photo

What NeoAI does

A CRM. The agents talk to customers.

Studios, B&Bs, restaurants, and services use the same slots. What changes is the knowledge and the three prompts: information, acquisition, and customer. Modules turn on when you need them.

01

Three agents

A script for each relationship.

Information: answers and does not ask for a number. Acquisition: takes the request and writes the lead. Customer: talks to someone already on file and can open a ticket.

02

Bookings

Calendar and staff.

Availability, appointments, and who is working. Turn it on when the business books: a studio, a B&B, a restaurant, a service.

03

Basic bookkeeping

A receipt comes in as a photo.

Sales and deposits, categories, reading the receipt. Everyday bookkeeping, not a year-end balance sheet.

04

Knowledge

It only says what you loaded.

Locations, offer, prices, hours, rules, photos, and video. The prompt sets the tone. If a line is not in the knowledge, that answer does not exist.

05

Channels and CRM

Where it talks, and where it is written down.

Site, WhatsApp, and voice. Leads, chat history, tickets, and handoff to a person. Each business stays separate from the others.

From the message to the CRM

Who is talking.
What gets written down.

The agent sees whether this is a visitor or a customer, answers from the knowledge, and writes the outcome: lead, booking, receipt, or ticket. When a person is needed, the conversation comes to you.

Start free →

Multi-site or agency? Discover NeoAI for business

«What does it cost, and can I come on Saturday?»
  1. 1
    RecognizesVisitor, request, or customer
    ready
  2. 2
    AnswersOnly from the knowledge you loaded
    ready
  3. 3
    RecordsLead, booking, receipt, or ticket
    writes
  4. 4
    ConfirmsOnly after the tool replies
    next
!
A person when it mattersThe chat reaches the operator with the context.

Under your control

It answers with your copy.
It writes only what is confirmed.

The agent does not invent a price, and it does not claim a request was saved unless the CRM recorded it.

Knowledge

Only what you loaded

Prices, hours, photos, and rules come from the business records. The prompt sets the tone.

People

An explicit handoff

When the script says so, the conversation goes to an operator with the thread of what was said.

Writes

Confirmed by the CRM

A lead, booking, receipt, or ticket stays only if the tool reports that it succeeded.

Businesses

Separate data

Each NeoAI customer has their own knowledge, contacts, and modules. One does not see another.

Modules you turn on

NeoAI today.

Always

  • Knowledge with copy, photos, and video
  • Three prompts: information, acquisition, customer
  • Leads and conversation history
  • Site, WhatsApp, and voice
  • Handoff to a person

When you need them

  • Bookings and staff
  • Basic bookkeeping with OCR
  • Tickets for existing customers
  • Chat attachments
  • Several locations, different price lists

Talk to us

Which business do you want on NeoAI?

Write to us: we'll reply with a tailored proposal. For multi-site and agencies visit NeoAI for business.

Register How it works