A two-mode AI assistant inside your dashboard. Knowledge Mode lets your sales staff ask any question about your business and get cited answers in seconds. Sales Mode lets you role-play as a customer to validate the bot before it goes live on your website.
Both modes, live
Knowledge Mode lets your sales team ask any business question and get a cited answer. Sales Mode lets the admin role-play as a real customer to validate the bot before it goes live.
New Lead created
Source: AI Chat · Sales Mode test
Knowledge Mode
Junior staff. Senior answers. Every time.
Your team asks any business question. AI answers strictly from your documents with the page reference. If it's not in your uploads, the AI says so — no invented prices.
Sales Mode
Test the bot before any real customer touches it.
Role-play as a real customer. Verify the bot qualifies properly and creates clean Lead rows. Tune the flow before you go live on your website widget.
The problem
New counsellor asks the price. Junior agent asks the cancellation policy. Sales rep digs through three PDFs mid-call. Meanwhile the owner is on her phone answering the same questions to the team that the team should be answering to customers.
The solution
AI Chat sits inside your dashboard. Your team uses Knowledge Mode to ask any business question — pricing, policies, syllabus, itinerary, treatment menu — and gets a cited answer in seconds. The admin uses Sales Mode to test exactly how the customer-facing bot will behave before a single real customer touches it.
Your sales staff asks any question about your business and the AI answers strictly from your uploaded documents, with the source citation.
Role-play as a real customer. See exactly how the customer-facing bot answers, qualifies and creates a Lead row. Tune before you go live.
Match percentages, document names, page references. If the answer isn't in your documents, the AI says so — and asks for clarification or escalates.
If a colleague already asked, find their answer. Conversations grouped Today / Yesterday / Last 7 days / Older.
Find any old answer by typing what you remember. The library grows with your team.
Whatever AI Chat knows internally is the same brain on your customer-facing widget — tagged per channel so internal SOPs never leak.
From sign-up to live in under 2 hours.
Drop in pricing, brochures, FAQs, SOPs, itineraries. PDF, DOC, web URLs — all accepted.
Your team starts asking. Every answer carries the document and page it came from.
Switch to Sales Mode. Pretend to be a buyer. Verify the bot qualifies correctly and creates clean Lead rows.
How this feature plays out in the live verticals on Conwerz AI today.
Scenario
Agent on a call: "What is the registration cost for the Whitefield 3BHK at ₹85L?"
Outcome
AI Chat answers from the cost sheet in 4 seconds with the document name and page reference.
Scenario
New counsellor on day 1: "What is the syllabus + fee structure for the JEE Crash batch?"
Outcome
AI Chat answers with the syllabus PDF citation. Counsellor sounds senior on call one.
Scenario
Admin pre-launch: wants to verify the customer bot doesn't over-promise on Kedarkantha difficulty
Outcome
In Sales Mode, the admin role-plays a beginner trekker. Tunes the answer. Goes live with confidence.
Pilot results validated with our 5 founding clients across 3 industries.
No. It only knows what you've uploaded. If you didn't upload it, the AI says it doesn't know — and asks for clarification or escalates to your team.
A generic chatbot has no idea what your products cost or what your cancellation policy is. AI Chat is grounded in your documents — every answer carries the page reference.
Yes. Each document gets channel tags. Internal SOPs go to AI Chat only — never to your public website widget.
Yes. Start with your top 3 PDFs — even an imperfect FAQ beats hand-typing the same answer 50 times this month.
Re-upload the new file. The AI is on the new version in seconds.
Yes — and in Sales Mode you can rehearse exactly when escalation should happen before going live.
14-day free trial. No credit card. Setup in under 2 hours. Founding-client pricing locked for 12 months.
