Assistloft Dashboard
Live assistant activity, leads, and knowledge health
Q&A pairs approved
Assistant conversations
Last 7 days
Leads discovered
Last 7 days
Platform Overview
One AI operating layer for
customer engagement.
Assistloft brings together your customer-facing assistant, CRM workflows, team communication, knowledge management, and performance visibility - so your team can operate like a modern AI-native organization.
AI-first, but human controlled
Your assistant handles customer conversations instantly, while your team retains full control over knowledge, escalation, and follow-ups.
No-code customer operations
Manage conversations, leads, contacts, and workflows in one place without fragmented tools.
Secure by design
Each company's data is kept separate and used only by its own assistant.
Your Core Modules
Everything your customer team needs, in one place.
Start with AI-powered conversations, then add CRM, knowledge, social, and team tools as you grow.
If you talk to customers, Assistloft is built for you.
Conversation Intelligence
See what every visitor asked, what they wanted and how they felt. Your Assistant answers the common questions, so your team can step in where it matters most.
- Your Assistant answers common questions from your Knowledge Base
- Website chats and social messages together on each Lead
- Send each type of question to the right teammate
- Spot upset or urgent chats at a glance
Visitor wants a table for 6 this Friday at 7 PM and gave a name for the booking.
Knowledge Base
Sync documents, FAQs, websites, and internal SOPs into a single AI memory layer. Your team and AI always answer from the same source of truth.
- Import PDFs and scan URLs to build your source library
- AI extracts Q&A pairs automatically from every source
- Approve or reject each answer before it goes live
- Your knowledge stays private - never shared or used to train other AI
Pricing FAQ.pdf
18 Q&A pairs approved
help.acme.com/faq
6 questions pending review
Onboarding Guide.pdf
9 Q&A pairs approved
CRM Pipeline
Track every lead and contact from discovery to close. Assistloft CRM handles the admin so your team shows up to every conversation ready to act.
- Automatic lead capture from customer conversations
- Assign, track, and follow up across your team in one place
- Full pipeline visibility from lead to contact to close
- Weighted revenue estimates by stage and close confidence
Open deals
142
Closed won
89
Win rate
63%
Team Collaboration
Invite your team, assign ownership, and stay aligned - all from one shared workspace.
- Invite teammates, set roles, and control who sees what
- Assign leads and contacts to the right person instantly
- Tag teammates in notes on any lead or contact
- Get notified when you're tagged or a teammate's records are handed to you
Social Media Copilot
Create posts, schedule content, and reply to comments and DMs across every platform - all from one place that turns social conversations into leads.
- Compose and schedule posts across Instagram, Facebook, LinkedIn, and more
- Automate replies to comments and DMs with keyword-triggered rules
- Every comment and DM in one inbox, linked to CRM leads and contacts
- Plan and manage content in one shared calendar and library
Do you have this in a size medium?
What's the price for the starter plan?
Platform Breakdown
Share of total engagements
Social Analytics
See exactly how each platform is performing, side by side, so your team knows where to focus the next post, campaign, and follow-up.
- Compare engagement share across Instagram, Facebook, LinkedIn, and Twitter/X
- Track impressions, reach, engagement rate, followers, and net audience growth
- Find best posting windows from recent audience engagement patterns
- Review top performing posts and open detailed post analytics when needed
Built for trusted customer operations
Your AI should be powerful, controlled, and safe for business.
Keep customer engagement grounded in approved knowledge, secure permissions, and workflows your team can supervise and improve over time.
Customer-facing AI
Deploy an AI chatbot on your website and a copilot for social comments and DMs - without engineering overhead.
Modular platform
Start simple and expand into CRM, team, social, and knowledge workflows as your team grows.
Customer engagement hub
One
Unified system for all customer interactions across every touchpoint.
AI-ready modules
5+
Support, CRM, knowledge, and workflows - all included out of the box.
Human-in-the-loop control
Review first
Approve AI-extracted Q&A before it's live, and choose review-first or auto-send for social replies.
Built for teams
Team permissions
Give each teammate the right level of access, so owners, managers, and staff only see and change what they should.
Built on leading AI. Powered by your business.
Assistloft runs on frontier AI models, but every answer and workflow is shaped by your knowledge, rules, and team controls.
Make AI accessible to every team
Build your AI customer engagement platform on day one.
No credit card, no engineering team - just sign up and start engaging customers today.