AI Team Assistant answers your own people from internal knowledge customers never see: pricing floors and who may approve below them, territory coverage, how to enter an RMA in the ERP, the escalation path for a line-down account. Every answer shows its source, so a new hire on the parts counter learns where the procedure lives.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install


You talk. Lisa sets it up.
You“Add our internal pricing floors and the RMA procedure, staff only.”
Lisa“Done: pricing floors and the RMA procedure are loaded as staff-only knowledge; dealers and customers will never see them.”
Any setting, in any module · applied only on your yes
How Manufacturing use it
A customer-service rep asks who covers the Ohio territory this month and gets the name with the coverage sheet linked.
A new hire asks how to process a credit for a short shipment; the answer quotes the procedure and links it.
A rep checks the lowest price they may offer without approval; the answer comes from the internal pricing policy, never shown to dealers.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
Yes. AI Team Assistant answers your staff from procedures, prices and policies you load, including internal-only knowledge that customers never see. Each answer comes with its source so people learn where things are.
No. Internal-only knowledge stays with the Team Assistant and is never shown to customers on the phone, chat or e-mail. Dealers hear only the prices your public rules allow.
Yes, if you load your own ERP procedures. The assistant answers from the steps your team wrote, such as entering an RMA or a credit memo, and links the source document.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Manufacturing ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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Try it free on your own business — no credit card, per company, never per seat.
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