AI Agents

Two ways to put AI in front of a conversation

Configure an AI Dispatcher to answer the instant a customer messages and route them to the right human fast — or configure a full AI Agent to run the entire conversation on its own. Deploy them anywhere your customers reach you, standalone or fully integrated with Portal's shared inbox and CRM.

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AI Dispatcher

Answers the moment a customer sends a message — no waiting in a queue for someone to notice a new chat came in. It then reads the conversation and dispatches it to whichever human teammate should take it, based on the rules you set.

Instant first response, day or night
Routes to the right agent automatically
Hands off with full conversation context

Full AI Agent

Handles the entire customer journey on its own — from the first message through resolution — without a human needing to step in, unless you want one to.

Carries full conversations end to end
Uses your knowledge base to answer
Can still escalate to a human when needed
AI Agent workflow

Even better with Portal

AI Agents work standalone anywhere you deploy them — and when paired with Portal, they read and write to the same inbox and CRM your human team sees.

Clean handoffs

When an AI Dispatcher routes to a human, the full conversation history goes with it — no re-explaining.

Same CRM record

Whatever the AI learns about a customer updates the same record your human team already uses.

Configurable per team

Decide which conversations go straight to AI, and which always go to a human — channel by channel.

Try AI Agents from 2,500 messages a month.

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