Take Sales

Platform

One platform for every conversation

Take Sales is more than a chatbot. It is a complete conversational revenue platform: from the first hello to the closed deal and beyond.

The platform

Everything you need to talk to every visitor

Built for revenue and support teams who want conversations at scale: without adding headcount.

Voice & chat in one agent

A single agent handles voice calls and website chat with the same brain, memory, and tone of voice.

Sub-second responses

Streaming inference keeps conversations natural. Visitors never wait, never drop off.

20+ languages

Greet every visitor in their language automatically: no extra configuration required.

CRM & calendar integrations

Qualified leads and booked meetings flow straight into the tools your team already uses.

No-code agent builder

Describe your business, upload your docs, and your agent is ready. No prompts to engineer.

Guardrails built in

PII masking, hallucination checks, and faithfulness controls keep every answer on-brand and safe.

Inbox and human support

AI and your team working in the same conversation, without losing context.

Unified inbox with transfers

Every conversation from every channel in one place. Transfer to a person, a group of agents, or another AI agent, close the ticket, or hand it back to the AI whenever you want.

Agent schedules and holidays

Set each agent’s working hours, holidays, and concurrent conversation limit, and see who is available right now and how many conversations they hold.

Sales copilot on handoff

When a human takes over, the copilot suggests the next reply and rewrites the draft in the right tone. Predefined labels keep every conversation organized.

Automations

Rules that act on their own at the right moment.

Escalation policies

Deterministic rules that call a human or switch agents when their conditions match, without relying on the AI’s judgment.

Inactivity rules

Decide what happens when a visitor stops replying: a follow-up message, closing the conversation, or another action, with a configurable delay.

Transfers from automations

An automation step sends the conversation to the queue, a person, a group of agents, or another AI agent.

Natural conversation

An agent that talks like a person, in voice and in text.

One reply to a burst of messages

Someone who sends several messages in a row gets a single reply that takes everything into account, instead of one reply per line.

Interruptions on voice

On calls, the customer can interrupt the agent mid-sentence, just like a real conversation. The agent stops and listens.

Visitor history

Returning visitors pick the conversation up where they left off, and the agent remembers what was already said.

Knowledge and trust

Answers grounded in your content, with sources in plain sight.

Knowledge base from your site and docs

Point to your site or upload documents: the content is indexed and the agent answers from it, with no prompts to engineer.

Sources below the answer

In the website chat, the help center articles used in an answer show up right below it, so visitors can check and read more.

Enterprise guardrails

PII masking, hallucination and faithfulness checks, prompt injection detection, and tenant isolation in every conversation.

On-site engagement

A widget that starts the conversation and measures what happens.

Event-based proactive messages

Send a message when a visitor clicks a button, opens a page, or sees a section, with a teaser before the chat opens.

Interactive cards

Your tools return carousels and comparisons right in the conversation, so visitors can choose without leaving the chat.

Consent-aware widget metrics

A widget funnel from loaded to first message, collected while respecting each visitor’s consent.

Analytics and reports

See what your customers ask and how your team responds.

Weekly and monthly reports

Volume, automation, AI resolution, and close reasons delivered to your inbox every week and every month.

Topic ranking

The topics that come up most in conversations, extracted automatically when each one is summarized, so you know what your customers ask about most.

Support analytics

Wait time per agent and per group, handling time per agent, expired requests, and cost per conversation.

Channels and integrations

One agent everywhere, connected to your tools.

Every channel

Website chat, WhatsApp, Instagram, Telegram, SMS, phone calls, and Freshchat, all with the same agent.

CRM and calendar

HubSpot sync, lead creation in Salesforce, Pipedrive, and RD Station, and scheduling in Google Calendar and Cal.com.

Event webhooks

Get every conversation started or ended, lead captured, visit scheduled, and visitor identified in your own system.

Enterprise-ready

Secure, compliant, and on-brand by default

Every conversation is protected by built-in guardrails and infrastructure trusted by teams in regulated industries.

PII masking

Sensitive data is masked before it ever reaches a model or a log.

Faithfulness controls

Answers stay grounded in your content: no hallucinations, no off-brand claims.

Tenant isolation

Strict multi-tenant separation keeps every workspace fully isolated.

Resilient infrastructure

Auto-scaling cloud infrastructure with monitoring and 99.9% uptime.

Start the conversation today

Launch an AI agent that qualifies leads and books meetings around the clock. Live in under ten minutes.

A guided demo · your agent live in under 10 minutes