Agent

AI that answers, sells, and knows when to hand off to your team

It answers from your business material, finds out what customers need and offers the next step, around the clock. When the decision is yours, the conversation goes to your team with a summary.

See pricing
Answers from your knowledgeGrounded in your catalog, prices, and FAQ.
Finds out what leads needAsks what sales needs to know, naturally.
Books demosOffers open slots and sends the invite.
Passes on with a summaryYour team picks up with the full context.
Teach

Teach it from your documents. Update anytime.

Upload your catalog, price list, and FAQ, or link your website and Google Drive. When your business changes, just update the material; unanswered questions show you what to add.

  • PDFs, documents, websites, and Google Drive
  • A list of questions still unanswered
  • Different knowledge for each agent
Configure

Your brand's voice, your business rules

Sales and customer service need different styles. Set how the AI greets people, what it should ask, and when to bring in your team. Test before going live, and restore an earlier version at any time.

  • Tone and greeting that match your brand
  • Test before customers see it
  • Every version recorded and restorable
Hand off

Your team picks up without the customer repeating themselves

Set when the AI is active, for example outside your team's hours. When a customer wants a person or needs your decision, the AI passes on the conversation with a summary, so your team carries on without asking again.

  • AI working hours per pipeline
  • Your team can take over at any time
  • An automatic summary at every handoff
Go further with integrations

Connected to your systems, the AI can take action

With an integration to your systems, the AI can look up data, create tickets or prepare quotes straight from the conversation, within the permissions you set.

Create a quotationSend a payment linkIssue an invoiceOpen a ticketCheck order statusMake a booking
See examples of AI actions
At one point-of-sale app client, Aug → Sep 2026Sign-ups greeted sooner
18 secmedian time to greet a lead
+60%more demo requests to sales
±65%of AI replies after hours
Choosing

When to use a chatbot, and when an AI agent?

Both have their place. Choose by how varied your customers' questions are.

Menu chatbotA fixed flow with buttonsBest for
  • Few customer questions, always the same
  • Options fit into a menu
  • No need to understand earlier context
Example: Opening hours, branch addresses, a 1–3 menu to pick a department.
AI agentUnderstands intent, answers, and actsBest for
  • Customers ask in their own words and change topic often
  • Answers come from your documents or systems
  • Leads need their needs explored, a booking, or an offer
  • Some cases must go to your team with a summary
Example: A customer asks about shipping, changes the delivery address, then asks for a demo, all in one conversation.

In DinamisAI both run together: Flows handle the fixed steps, such as reminders and scheduled follow-ups, and the AI agent takes over when a customer replies with a question.

Related features

InboxWhere your team continues the AI's conversationsFlowsAutomatic follow-ups for leads who haven't repliedCareVisual guides and ratings after resolution

Questions

Where does the AI learn about my business?

From the documents, website, and Google Drive files you add to the knowledge base, plus the instructions you write for each pipeline.

How does the AI know when to hand off?

When a customer asks for a person, when a question needs your decision (such as special pricing), or outside the AI working hours you set.

Do I have to choose between a chatbot and an AI agent?

No. Fixed flows in Flows and the AI agent can run on the same channel. Many teams start with the AI agent for common questions, then add flows for reminders and follow-ups.

Can I adjust its tone?

Yes. Set the greeting, tone, and rules per pipeline. Every change becomes a new version you can test and restore.

What if the AI can't find the answer?

The AI answers from the material you provide. If the answer isn't there, the conversation goes to your team, and the question shows up in the unanswered list so you can fill it in.

Which actions is the AI allowed to take?

Only the ones you allow. Without an integration, the AI answers, finds out what customers need, books slots and passes conversations to your team. With an integration, it can also look up data or create tickets and quotes, within the permissions you set.

Test it with the questions your customers really ask

Bring your catalog and a few customer questions, including the hard ones. We'll show you the AI's answers, its summary, and when the conversation goes to your team.

See pricing
  • 30-minute demo
  • Measured 30-day pilot
  • We help you set up