Chatter Genius Documentation

Welcome to Chatter Genius

Compliant, intelligent conversations across phone, SMS, and email—without the integration headache. Launch AI assistants in minutes to greet, answer, book, and follow up—always on-brand and within your policies. Built-in guardrails and secure access keep interactions compliant, while analytics show intent, sentiment, and conversions so you can coach and improve. Simple plans and usage-based pricing keep costs predictable as you grow.

What is Chatter Genius?

Use this guide to plan, launch, and scale AI assistants across phone, SMS, and email. Configure voice and tone, set policy guardrails, enable human hand-off when needed, and read analytics—intent, sentiment, and conversions—to improve results from day one, without heavy integrations.

What you can do

• Launch AI assistants fast — Greet visitors, answer questions, qualify leads, book meetings, and follow up automatically—on-brand from day one.
• Reach customers everywhere — Place calls, run two-way SMS, and send email campaigns from one platform—no tab-hopping.
• Stay on-brand and compliant — Set tone, approved topics, and escalation rules so every conversation follows your standards and policies.
• Hand-off when it matters — Transfer to a human, route to the right inbox or queue, or schedule a context-rich callback—no dead ends.
• See what's working — Track conversions, sentiment, and intent with clear analytics you can coach against and act on.
• Iterate safely — Update scripts and guardrails in minutes, test in a sandbox, and roll back with confidence.
• Scale with control — Add teammates and roles as you grow, with simple plans and usage-based pricing.

How it works

1. Set up: Create an account, invite your team, assign roles, and (optionally) connect tools you already use.
2. Configure: Create your first AI assistant, pick channels (phone/SMS/email), set voice and tone, define allowed topics and hand-off rules, and choose clear goals (e.g., book meetings).
3. Launch: Start with a quick pilot. Share a dedicated phone number, SMS keyword, or email—or add links to your website and campaigns.
4. Learn & improve: Open the dashboard to see intent, sentiment, and conversions. A/B test copy, adjust guardrails, and roll out improvements in minutes.
5. Scale: Add more assistants and channels, automate follow-ups, and bring your own providers when you're ready—no rework required.

Why teams choose us

• Faster time-to-value: Go from idea to a live AI assistant in minutes, not months.
• On-brand and compliant: Guardrails and guided hand-offs keep conversations consistent and policy-aligned.
• Human when needed: Seamless transfer to your team with full context—so customers never hit a wall.
• Clarity on impact: Plain-English dashboards show intent, sentiment, and conversions so you can act quickly.
• Starts out-of-the-box: Optional connections to your tools when you're ready.
• Predictable pricing: Simple plans plus usage—grow at your pace with no surprises.
• Real support: Helpful guidance from a team that cares about your results.

Security & privacy

• Role-based access (RBAC): Least-privilege defaults let you control who can view or change settings and data.
• Encrypted in transit: All traffic uses HTTPS; sensitive settings and keys are stored securely.
• Your data, your choice: Use our defaults or bring your own providers—your data remains under your control.
• Safe conversations: Policy guardrails and rate limits help prevent misuse and keep experiences positive.
• Transparency: Activity logs and health checks provide operational visibility into what's running.
• Data lifecycle: Practical controls to keep, redact, or remove records in line with your policies.
• Key management: Rotate or revoke API keys and service credentials when needed.

Getting started

1. Create your account: Set up your workspace and company details.
2. Choose a plan: Pick what fits today—you can upgrade as you grow. See Pricing.
3. Create your AI assistant: Choose a name, voice/tone, and the channels you want (phone, SMS, email).
4. Set guardrails: Add allowed topics, escalation rules, and when to hand-off to a human.
5. Define success: Start with one simple goal (e.g., book meetings, collect info, route to team).
6. Run a quick pilot: Call, text, or email your assistant and share a link/number with a small group.
7. Review & improve: Open Analytics to see intent, sentiment, and conversions. Tweak copy and guardrails in minutes.
8. Roll out: Add entry points to your website, emails, SMS keywords, or phone menus when you're ready.

Need help?

Questions or feedback? We're here to help.

• Contact us — we typically respond within one business day.
• Already a customer? Reply to any email from our team and we'll jump in.
• Evaluating Chatter Genius? Use the contact form to request a quick walkthrough.