Guides

A resident agent on every account you own.

A guide is not a chatbot waiting to be asked. It lives on one account with its own memory and a single goal, get this account live, and pursues it for weeks across text, email, and voice. Every answer is grounded in your knowledge base: your docs, your policies, your words. It hands the moment to a human whenever a human converts better.

A chatbot answers whoever shows up. A guide owns an account, remembers everything, and comes back tomorrow.

Anatomy

What a guide is made of.

01

A goal, not a script. Each guide holds one outcome, module live, record complete, unit open, and decides the next best touch itself. You delegate the goal; you don't choreograph the journey.

02

Memory that persists. Every touch, reply, and read is remembered for the life of the account. Week three picks up where week one left off, and nothing is re-asked.

03

Grounded in your knowledge base. Answers come from your docs, your policies, your words, not the open internet. What the guide can't ground, it escalates instead of guessing.

04

Every channel, one thread. Text, email, and voice share one memory. The customer replies wherever they actually answer, and the guide follows. Voice includes instructions, guardrails, and a number that answers as your brand.

05

The floor, always on. Consent before the first text, STOP honored instantly, quiet hours in the recipient's timezone, and every dial approved by a human. The full floor →

06

It can't call its own job done. A guide never marks an outcome complete. The close is a fresh read of your warehouse or CRM, or it doesn't count.

Grounded answers

It says what your docs say, or it says nothing.

Guides are assembled from your knowledge base: product docs, pricing policy, setup runbooks, tone. When a customer asks something outside it, the guide doesn't improvise, it checks, or it hands off. That's what makes it safe to put on 5,000 accounts.

Grounded, then verified
wait, is the loyalty module extra?
It's included on your plan, no extra charge. Want me to switch it on now? Takes about two minutes.guide · answer grounded in your pricing policy
ok do it
read · pos.modules.loyalty · active · fresh
Done, it's live on your dashboard. First punch-card report lands Monday.closed · verified by the read

One system

Guides do the work. Motions run the guides.

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Start here

Put a guide on 50 of your accounts.

The 30-day Verified Activation Pilot: 50–100 customers plus a matched holdout, your brand, your numbers, your consent posture, priced per verified outcome. Build your agent right now and hear it on the phone first.