Conversational AI Assistants

AI assistants that actually know your products — and resolve questions without your team getting involved

Handle customer, partner, and employee questions 24/7 with assistants that give accurate answers from your verified content knoweldge foundation. Reduce repetitive work by letting assistants take actions, process requests, and complete tasks — not just chat. When they can't resolve, your team gets the full conversation — no one starts over. Self-service improves automatically as the system identifies gaps in your content.

Unlimited assistants. Verified answers. Actions, not just conversations.

Test

Go from one generic chatbot to specialized assistants for every audience, process and use case

For enablement and support leaders who want to resolve 60%+ of questions automatically with AI assistants grounded in verified knowledge — across customers, partners, and employees — without losing context on escalation.

75%+
Drive self-service resolution
Provide instant, accurate answers 24/7. Users ask questions in natural language and get verified answers from your documentation — no waiting, no tickets, no wrong answers. Satisfaction scores rise as users solve issues on their own terms.
24/7
Boost user satisfaction
The AI assistant works when your support team sleeps. Customers can get answers immediately instead of waiting for business hours. Same fast service whether it's 9am or 3am. Satisfaction rises because help is always there.
10X
Scale support effortlessly
Handle 10x more users without growing your team. AI assistants absorb the routine volume that used to require agents — so your support scales with your business instead of your headcount. Growth stops meaning more hiring.
Conversational AI Assistants

How specialized AI assistants handle questions, take actions, and improve — without your team involved

Most AI chatbots give you one bot with one personality that answers from whatever content you feed it. MatrixFlows lets you create as many assistants as you need — each grounded in your verified content, specialized for a specific audience or use case, and equipped to take real actions like checking order status or processing returns. When an assistant can't resolve, your team picks up the full conversation.

Gaps close automatically as the system shows what's missing.

Everything your team works on — in one workspace that gets smarter the more you use it

Every answer comes from content your team verified — not internet training data or guesses

Accurate AI starts with a trusted knowledge foundation — not a language model making things up confidently.

Your assistants pull answers exclusively from documentation, guides, policies, and product information your team has verified. Every response includes source citations users can click to confirm. When no relevant content exists, the assistant says so — instead of inventing something that sounds right.

Connect your knowledge foundation to 15+ existing sources — SharePoint, Confluence, Google Drive, Zendesk — without migration. Your assistants are as accurate as the content behind them. That's why teams using knowledge-grounded AI see resolution rates climb steadily while generic chatbots plateau at 10-15%.

Create specialized assistants for every audience and use case — not one generic chatbot for everything

A customer asking about product setup needs different help than a partner checking certification status.

Create as many assistants as your organization needs — a friendly one for customers, a technical one for partners, a process-focused one for employees. Each gets its own knowledge scope, tone, and behavior. No code required. No engineering tickets.

Go beyond answering questions. Equip assistants with tools to check order status, initiate returns, submit warranty claims, or trigger workflows. A customer asking "where's my order?" gets a real answer from your systems — not a link to a tracking page.

Deploy each assistant wherever its audience needs it — your website, help center, partner portal, employee hub, or inside your product.

When the assistant can't resolve, your team picks up the full conversation — no one starts over

The moment a chatbot says "let me connect you to an agent" and the customer has to repeat everything is the moment trust breaks.

Configure escalation rules so each assistant hands off to the right team when it can't resolve — technical issues to support, billing questions to operations, partner inquiries to channel team. The handoff includes the complete conversation — what was asked, what the assistant answered, what product is involved, and what didn't work.

Your team picks up in MatrixFlows Inbox with full context or the conversation creates a ticket in your existing Zendesk, Salesforce, or Dynamics 365 — with everything attached. Agents start from "I can see you tried X and it didn't help" instead of "how can I help you?"

Self-service improves every month — because the assistant shows you exactly what's missing

Every conversation where the assistant can't answer well is a gap in your content — not a failure of AI.

Analytics show which questions get answered well, which generate escalations, and which topics your content doesn't cover. When the assistant encounters a gap, it drafts new content from the conversation context — the question asked, the product involved, and related documentation that exists.

Your team reviews, refines, and publishes. The gap that tripped up one customer gets closed before the next one hits it. Self-service rates climb every month because the knowledge foundation gets more complete with every interaction — not because the AI gets magically smarter, but because your content gets better.

Unlimited Users — No Seat Cost
Your entire company gets access — every department, every contributor — from day one. No per-seat pricing.
One Platform Replaces 4–6 Tools
Content, projects, requests, and collaboration in one workspace. No integrations, no context loss.
Access & Permissions
Flexible access control for internal teams and external users. SSO, flixible permissions — built in, not bolted on.
Popular Templates

Custom AI Assistants for Support, Sales, Enablement, and Internal Operations

Deploy specialized AI Assistants that answer questions, take actions, process requests, and guide users through workflows — for customers, partners, and employees. Each template is pre-configured for a specific use case — from SaaS product troubleshooting and sales qualification to IT help desk and HR policy guidance. Customize behavior, connect your verified knowledge, extend with tools, and launch across any channel without code.

Customer Stories

Measurable results for enablement and support teams

See how global companies transformed customer, partner and employee enablement and support operations with AI-powered self-service—reducing ticket volume and improving resolution times across complex product portfolios.

Featured stories
SaaS team using AI-powered customer success platform to support thousands of users efficiently
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We finally have a systematic way to capture what our team knows and turn it into helpful resources for customers. Instead of manually answering the same questions over and over, we're building scalable knowledge operations that enable us to support thousands of customers efficiently.
Director of Customer Success
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SaaS Platform
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Related guides and Resources

How to Scale AI Self-Service Across Multiple Products, Audiences and Use Cases

AI assistants grounded in a unified knowledge foundation resolve 60%+ of questions across customers, partners, and employees — without hallucination, without separate bots for each audience, and without the chatbot failures that happen when AI is built on scattered content. One foundation. Unlimited assistants. Every interaction strengthens the system.

Frequently asked questions

Conversational AI Assistants — Grounded in Your Knowledge, Built for Every Audience

AI assistants built on a unified knowledge foundation give accurate, source-cited answers to customers, partners, and employees — without hallucination, without separate bots per audience, and without staying static. They take actions, process requests, and improve automatically as your knowledge evolves.

We don't want another chatbot that stays static — is there an AI assistant that actually gets smarter the more customers use it?

Yes, but only if the AI is connected to a system where conversations feed back into the knowledge foundation. The assistant improves not through "machine learning" magic, but through a structured loop: conversations reveal gaps → gaps get closed → better knowledge improves the AI → fewer gaps next cycle.

Most chatbots are static — they answer from whatever content existed at launch. Two months later, customers are asking new questions the chatbot can't handle, and nobody's systematically capturing what those questions are. Self-service rates plateau at 20-30% and never climb.

MatrixFlows runs what we call the Enablement Loop  — and this is where it gets powerful. When the AI assistant encounters a question it can't answer with certainty, it doesn't just say "I don't know" and move on. It automatically drafts a knowledge article to close that gap — pulling from the conversation context, the question asked, and any related content that exists. That draft goes into a review queue where your subject matter experts can refine, approve, and publish it. The gap that tripped up one customer gets closed before the next customer ever hits it.

The result is compounding: self-service starts at ~20% in week one, reaches 40% by week four, and climbs to 80%+ by week twelve — because the system isn't just answering questions, it's actively building the knowledge that prevents them. The more your customers use it, the better it gets for every customer after them.

How do we make sure an AI assistant only answers from our actual documentation — and doesn't make things up when it doesn't know?

Use an AI assistant built on RAG (Retrieval-Augmented Generation) that retrieves answers exclusively from your verified content and cites sources. When no relevant content exists, the assistant should say "I don't have that information" rather than fabricating a response.

Most chatbot failures aren't an AI problem — they're a knowledge problem. Companies deploy AI on top of scattered, outdated content across Zendesk, Confluence, and SharePoint. The AI generates confident-sounding answers from incomplete information. This is how Air Canada's chatbot invented a refund policy and Cursor's bot gave users dangerous instructions — the foundation was broken, not the AI.

MatrixFlows custom AI assistants retrieve content from your verified knowledge foundation. It generates responses using only the content that you approve and explicitly include for AI Assisatnt to use. Every answer includes source citations customers can verify. The AI never pulls from general internet knowledge or training data — only from content you've approved. If the knowledge gap exists, the assistant acknowledges it and offers to escalate. Companies using knowledge-grounded AI see 40-60% self-service resolution within 90 days because customers trust the answers.

When the AI can't help, how do we make sure the handoff to a human agent doesn't lose everything the customer already said?

The AI should pass the full conversation transcript, collected context (product, issue type, steps already tried), and a summary to the agent — so the customer never repeats themselves.

This is the #1 complaint about AI chatbots from both customers and agents. The customer spends five minutes explaining their issue to the bot, gets escalated, and the agent asks "How can I help you?" from scratch. It destroys trust in the AI and frustrates everyone involved.

MatrixFlows creates seamless escalation paths where every detail flows through. The AI assistant collects relevant information — product, issue category, troubleshooting steps attempted — during the conversation. When escalation triggers (complexity threshold, customer request, sentiment detection, or no matching knowledge), the full context transfers to Inbox. Agents see the complete conversation history, what the AI already tried, and what the customer needs — all before typing a word. The escalation can route to the right team based on product, topic, language, or customer tier.

Is there an AI assistant that can actually do things — like process a warranty claim or check an order status — not just answer questions?

Yes. AI assistants with tool-calling capabilities can execute real business processes — checking order status, initiating returns, submitting warranty claims, booking appointments — not just retrieve information.

The gap between "chatbot that answers FAQs" and "assistant that handles transactions" is where most platforms fall short. Customers don't just want to read about your return policy — they want to start the return. Partners don't want to find the certification requirements — they want to register for the exam. If your AI can only point to articles, you're still generating tickets for every action.

MatrixFlows AI assistants can be equipped with tools that extend beyond conversation. You define what actions the assistant can take — create a support ticket, process a return, look up account information, trigger a workflow — using a no-code builder. The assistant gathers the right information conversationally, then executes. Customers get resolution in the same conversation instead of being told "please fill out this form" or "please call this number."

Can we create different AI assistants for different audiences — customers, partners, internal team — all using the same company knowledge?

Yes. The most effective approach is building multiple specialized AI assistants from a single knowledge foundation, where each assistant has its own personality, scope, and behavior — but all draw from the same verified source of truth.

Most companies start with one generic chatbot and quickly discover it doesn't work. Customers need product help, partners need implementation guidance, and your sales team needs competitive intelligence — the same AI can't serve all three well with the same tone, depth, and guardrails.

MatrixFlows lets you create unlimited AI assistants, each with custom instructions, topic recognition, tone, and escalation rules — all grounded in the same knowledge foundation. A customer-facing assistant stays conversational and guides to self-service. A partner assistant goes deeper into technical implementation. An internal assistant surfaces competitive intel and process documentation. One foundation, multiple specialized experiences. When you update knowledge in one place, every assistant reflects it instantly.

Enable and support your customers, partners, and employees using a single workspace

Unify & Expand Content

Leverage structured content and digital experience design tools to enable your customers, partners, and employees.

Supercharge Productivity

Equip your team with AI-driven tools that streamline content creation, collaboration, discovery, and end-user support.

Drive Business Success

Empower your customers, partners, and employees with consistent, scalable experiences so they can be more successful with your products.

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Unlimited internal and external users
No per user pricing
No per conversation or per resolution pricing