Solving the service tier drop off through synchronized technical knowledge
Eliminate drop off by grounding AI agents in documentation across phone and web. Connect to Salesforce and external APIs for technical checks.
When a prospect reaches a pricing page, they are usually one specific detail away from a conversion. If that detail is buried in a lengthy PDF or a nested subpage, they often leave. Most businesses rely on a contact form that leads to a wait lasting several days. This delay kills momentum.
A prospect might start their research on a laptop but finish the inquiry on a phone call. If the chat agent on the website knows about the latest service update but the voice system does not, the customer receives conflicting information. Duvi uses a single vector store populated by crawling the website and parsing uploaded files. This helps sync knowledge across phone and WhatsApp to prevent data silos. When the business updates a document, the agent on the website and the connected phone line receive the update at the same time.
Answering a question about a service tier is only the first step. A lead often needs to know if their technical setup is compatible before they commit to an expensive plan. Automating technical hardware compatibility checks prevents this uncertainty. Duvi agents use tools to interact with external systems. The agent can call an HTTP API or an MCP server to check data in real time. If the customer is satisfied, the agent uses a Salesforce integration to create a record with the conversation transcript attached. This removes the need for a staff member to manually transcribe notes from a voice call.
The setup process requires no engineering resources. A business provides the URL of their website and uploads relevant policy files. This approach is effective for resolving technical debt in customer support. Duvi parses this content to ensure the agent only speaks from approved material. The builder interface allows the business to define the prompt and select the model. Once configured, the agent is deployed to a website using a single script tag.
Some inquiries require a person. When a conversation exceeds the knowledge base or the customer requests a specialist, Duvi facilitates a handover to a human. The history of the chat or the recording of the call remains available. This context ensures the human agent does not ask the customer to repeat their account details. The business connects its own Twilio or Meta accounts to maintain control over the phone numbers and WhatsApp profiles.
Usage is managed through credits. This allows a business to scale their response capacity during peak times without hiring temporary staff. Because the same agent handles messages on WhatsApp and live voice on the phone, the customer experience remains consistent. This logic applies when managing return authorization and warranty status. The business can review completed conversations through analytics to identify common friction points in their service documentation.