AI Team Assistant for Software & SaaS. Your team asks the runbook, not the senior engineer.
AI Team Assistant answers your own staff from internal knowledge customers never see: runbooks, the escalation matrix, which engineer owns which integration, partner margins, pricing exceptions, the incident communication checklist. Each answer cites its source, so a new support engineer or SDR learns where things live instead of pinging a senior colleague.
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“Load the escalation matrix and runbooks as internal-only for the support team.”
Lisa“Done: the escalation matrix and runbooks are loaded as internal-only knowledge for support; customers will never see them. Add the partner terms?”
Any setting, in any module · applied only on your yes
How Software & SaaS use it
A support engineer asks who owns the accounting integration and gets the name with the ownership page as source.
An account executive checks whether a nonprofit discount exists and sees the internal pricing exceptions policy.
During an incident, the on-call lead asks for the customer communication checklist and gets it in seconds.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
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
AI Team Assistant for Software & SaaS: questions & answers
Can an AI assistant answer internal questions from our runbooks?
Yes. AI Team Assistant answers your support engineers and reps from runbooks, the escalation matrix and internal pricing notes, and cites the page each answer came from. That internal knowledge never appears in the customer-facing chat, phone or e-mail.
Will the assistant expose internal pricing to customers?
No. Internal-only knowledge is kept apart from what customers can reach, so pricing exceptions and partner margins answer your team's questions without surfacing on public channels.
Does it stay current when we ship a release?
Yes, when you update the knowledge it draws from. Load the new runbook or release notes once and the assistant answers from them the same day.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Software & SaaS ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.