Guides
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
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.
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.
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.
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.
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 →
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
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.
Sidekick
And when the next step hides inside the customer's own product — a setting to flip, a snippet to place, a screen they've never opened — the guide sends Sidekick, a white-labeled agent that does the clicking for them: it drives the browser while the customer watches, hands control back wherever a login or an approval needs a human, and the step still closes on your system's read, not on the agent's word.
Start here
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.
