Features
CRM with contact management and pipeline tracking
AI chatbot powered by GPT-4o
Live chat for real-time support
Project management with tasks, timelines, and progress tracking
Appointment scheduling with centralized workspace
Workflow automation with 15+ trigger events
Marketing automation for targeted campaigns
Business automation for invoicing and inventory
Sales assistant tools for lead scoring and follow-ups
Centralized digital workspace with collaborative documents
Employee workspace for onboarding and information
Centralized reporting and analytics
API-first modular architecture for flexible integration
Task automation with rules and triggers
Real-time dashboards for project monitoring
AI triage with 99.1% accuracy
Automated AI replies with actions (refunds, account updates)
Omnichannel inbox (email, chat, social, voice)
No-code workflow automation
Native knowledge base with semantic search
SingleView customer context (full history, orders, data)
Analytics and SLA management
SOC 2 Type II, GDPR, SSO/SAML compliance
Role-based access and audit logs
Redesigned live chat with self-service focus
Continuous learning from human resolutions
Phased deployment (triage → answers → autonomous)
White-glove implementation with dedicated team
Kay AI agent works with Zendesk, Freshdesk, Intercom, Salesforce
API integration for custom actions