Cogo Site
Rolling out on ProGrounded website support

AI Chatbot That Answers from Approved Content

Give visitors fast answers grounded in your published Knowledge Base. Keep citations visible, decline unsupported questions, and hand off with context when human help is needed.

  • Answers from published Knowledge Base content
  • Supports explicit human handoff and replies
  • Keeps supporting sources visible
AI Customer Service
Website chat and conversation inbox
Rolling out on Pro
Answer with evidence and know when to stop
Current conversationLive concept

Answer with evidence and know when to stop

The assistant should answer only within website support scope and decline or escalate when approved evidence is missing.

Answer common questions

Resolve supported product, pricing, policy, setup, and process questions.

Use approved content only

Retrieve fresh, public, site-scoped evidence and show source context.

Hand off to humans

Escalate uncertainty, sensitive requests, or visitor preference with context attached.

AI Customer Service features

A scoped public support assistant, not a general-purpose AI chat box embedded on a website.

Published-site chat widget

Enable a site-aware support entry point on a published site and customize the customer-facing name and messages.

Knowledge-grounded answers

Answer from published Knowledge Base content and preserve the supporting citations.

Conversation inbox

Search, filter, review, and open complete visitor and assistant conversation history.

Human handoff and replies

Hand a conversation to a person, send human replies, resume AI assistance, or close the session.

Suggested questions and privacy copy

Configure useful starter questions plus the customer-facing privacy notice shown with the support experience.

Safe customer context boundary

Use only the bounded customer context permitted for support without exposing full private CRM records.

How AI Customer Service works

Configure the site experience, publish trusted knowledge, then review and take over conversations when needed.

  1. 01

    Configure the chatbot

    Choose the site, enable customer service, and set the display name, welcome message, privacy notice, suggested questions, and handoff behavior.

  2. 02

    Publish trusted knowledge

    Create the Knowledge Base documents the assistant is allowed to use for customer answers.

  3. 03

    Review and hand off

    Use the conversation inbox to inspect citations, take over with a human reply, resume AI assistance, or close the session.

Who AI Customer Service is for

Start with frequent, well-documented questions and expand only when knowledge and handoff are reliable.

Product inquiries

Answer documented questions about features, specifications, plans, and next steps when that information has been published in the Knowledge Base.

Customer support

Resolve common account, policy, setup, billing, and troubleshooting questions.

Pre-sales qualification

Collect visitor details and intent for a useful follow-up.

Multilingual support

Serve global visitors in the selected locale with the correct evidence.

Only operates inside website customer service

The assistant must not become a route to unrelated AI work, private data, other tenants, hidden provider details, or unsupported claims.

  • No provider or model disclosure
  • No access to other workspaces
  • No full CRM internal notes
  • No answers from stale or unpublished sources

AI Customer Service questions

Will it answer from my published knowledge only?

Yes. Public answers are grounded in current permitted Knowledge Base content; unsupported questions are refused or handed off instead of answered freely.

Can a customer ask for a human?

Yes. The dashboard can hand conversations to a person, accept a human reply, resume AI assistance, and close the session.

Can I customize what visitors see?

Yes. You can configure the chatbot display name, welcome and offline messages, privacy notice, suggested questions, and handoff behavior for a site.

Who can use AI Customer Service?

AI Customer Service is rolling out to Pro workspaces and uses the shared Workspace Credits pool.

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