AI Agents and 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.
AI Agents and 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
|
SaaS Platform
Read story →
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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.

Our support content lives in Zendesk articles, a Confluence wiki, and dozens of PDF product manuals — can a conversational AI assistant learn from all of it without requiring us to re-author content in a new format?

A conversational AI assistant in MatrixFlows connects directly to Zendesk, Confluence, Google Drive, SharePoint, and PDF document libraries so the assistant draws answers from your existing content at query time — without a content migration, a retraining project, or a content team maintaining a parallel knowledge base in a new format.

Intercom Fin is grounded in Intercom's own Articles and external URLs you explicitly add — your Confluence wiki and PDF manuals require either migration to Intercom Articles or manual URL indexing, with no automatic sync when the source changes. Zendesk AI agents are grounded in Zendesk Guide content specifically — knowledge in Confluence or external documentation requires a separate sync workflow to surface. Freshdesk Freddy AI answers from Freshdesk Solutions articles; content in other systems requires manual transfer and ongoing maintenance to stay current.

Your team connects the content repositories you already own, sets sync intervals, and the assistant reflects every change in the source without a re-index step or a developer maintaining a custom pipeline.

Our AI assistant will serve both free-tier and paid customers, who have different features available — how do we prevent the assistant from giving paid-tier instructions to customers who don't have access to those features?

MatrixFlows reads the authenticated user's plan attributes at query time and scopes the assistant's answer to the content tagged for that plan tier — a free-tier customer asking about a feature that requires an upgrade receives an answer explaining what's available on their plan and what an upgrade would unlock, rather than step-by-step instructions for a feature they can't use.

Intercom Fin applies content restrictions at the Article segment level but doesn't dynamically scope answers based on what the querying user's plan allows — a global article about a feature is either shown to all users or hidden from all users, with no per-user plan-tier filtering at answer generation time. Zendesk AI agents surface content based on Guide article visibility settings, which operate at the user segment level and require manual segmentation setup per article rather than a dimension-based tagging system. Freshdesk Freddy AI has no plan-tier scoping; it answers from all published Solutions content regardless of the querying user's subscription level.

Your team defines the plan-tier dimension once, tags articles when they're authored, and the assistant handles the scoping logic at runtime — no duplicate content sets for each tier and no risk of a free-tier customer receiving instructions for a feature they're not entitled to.

We need the assistant to do more than answer questions — it should be able to process a return, reset a password, or update a shipping address in the same conversation. Can it complete transactions?

MatrixFlows connects the conversational AI layer to your transaction systems — order management, authentication, account provisioning — so the assistant can verify a return eligibility, initiate the return workflow, and confirm completion within a single conversation thread, without transferring the customer to a separate portal or form to complete the action.

Intercom Fin can trigger Intercom Workflows as follow-on actions but the transaction capabilities are limited to what's configurable in Intercom's workflow builder — connecting to custom order management or authentication systems requires a developer building a custom action via the Intercom API. Zendesk AI agents can initiate ticket creation and update ticket fields but don't natively execute transactions in external systems without a Zendesk Flow builder configuration and a middleware integration. Freshdesk Freddy AI is limited to answering questions and creating tickets — it has no transaction execution capability.

Your team configures which transaction types the assistant can complete and which backend systems they connect to — customers resolve their issue in one place without being handed off to a return portal, a password reset link, and a separate address update form.

We're launching in English first but need Spanish, French, and Portuguese within six months — can one AI assistant deployment handle multiple languages without retraining or rebuilding per language?

MatrixFlows detects the user's language from the conversation or browser locale and serves answers from the corresponding translated content set within the same assistant deployment — adding a language means connecting the translated content source and configuring the locale, not retraining the model or building a separate assistant per language.

Intercom Fin supports multiple languages within one Fin configuration, but translated content must be authored as separate language versions of each Intercom Article and published individually — there's no automatic translation or cross-language sync if the source article changes. Zendesk AI agents serve the language version of Guide content that matches the user's locale setting, but each language requires its own Guide section structure and manual article duplication. Freshdesk Freddy AI has limited multilingual support — the assistant answers in the language of the article, which requires maintaining a full duplicate article library per language in Freshdesk Solutions.

Your team manages all language variants from one content workflow — a source article update propagates to the translation pipeline automatically, and cross-language resolution analytics appear in a single dashboard rather than separate per-language reports.

Our current chatbot reports sessions and CSAT but not containment — how do we measure what percentage of conversations the AI resolved completely without requiring agent handoff?

MatrixFlows defines containment as a conversation that reached a resolution state — the user confirmed the answer resolved their question, completed a transaction, or closed the session after a substantive AI response — and tracks it as a distinct metric separate from session volume so you see a true containment rate rather than a sessions-to-transfers ratio.

Intercom Fin reports CSAT, conversations handed to agents, and article suggestions shown, but defines "resolution" as the conversation being closed by either party — a conversation closed by a frustrated user who gave up is counted the same way as one closed after a confirmed resolution. Zendesk AI agents report the percentage of conversations where no agent reply occurred, which conflates unresolved abandons with genuine AI resolutions. Freshdesk Freddy AI provides conversation volume and agent transfer counts but no definition of a resolution event — the containment rate must be derived manually from session and transfer data.

Your team sees weekly reports showing which question types the assistant contained, which it escalated, and which resulted in abandons without resolution — the abandon topics become the content and capability roadmap so the containment rate improves against actual conversation data rather than estimates.

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

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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