Volty, in full
Everything Volty does.
Volty runs your customer conversations end to end: a shared inbox, a CRM, your knowledge base and an AI teammate, working as one. Here is all of it.
Meets customers where they are
Volty handles WhatsApp and email from your own business number, and takes care of the messaging rules automatically.
What you get
- Official WhatsApp Business (Cloud API) on your own number
- Email as well, inbound and outbound, threaded by subject
- WhatsApp's 24-hour messaging window and message templates managed for you
- WhatsApp groups you can create and keep in sync
- Outlook and Gmail connections, rolling out now
How it works
- Connect WhatsApp in a few clicks through Meta's official signup
- Inbound email checked for spoofing (SPF/DKIM/DMARC)
- Template approval status tracked
- Channel health monitored
Knows every customer
A built-in CRM remembers who everyone is and what they bought, so nobody starts from scratch.
What you get
- A profile for every customer, linked automatically across WhatsApp and email
- Custom fields for what matters to you, like preferred roast, plan, lifetime spend or anything else you track
- Segments and tags such as VIP, subscriber, wholesale and lead
- Company records, with people linked by role and email domain
- Sensitive fields gated, so Volty only sees what it should
How it works
- Smart identity matching across phone and email
- People auto-linked to companies by email domain
- Per-field privacy controls
- Sensitive data hidden from the AI by default
Trained on your business
Volty answers from your real documents and policies, and keeps up as you change them.
What you get
- Upload your catalogues, price lists, policies and playbooks for Volty to learn from
- Answers cite your actual documents, with no invented facts
- Fully versioned, so updating a doc updates the answers
- Reads PDFs, Word, Excel, slides, even scanned images
- Folders you organise and control
How it works
- Combined meaning and keyword search for accurate retrieval
- Reads text out of scanned PDFs
- Full version history with one-click revert
- Volty can read your docs but cannot change them
A customer asks about refunds. Volty searches your actual Returns policy and quotes the real rule back. It flags the one exception, subscription refunds, that needs your sign-off.
Works like a teammate
An AI that works inside your inbox — not a bolt-on bot.
Volty owns conversations under its own name, replies to customers, and resolves the routine ones end to end — pauses, order chases, FAQs — handing off to a human the moment you want.
It uses the same tools your team does, so everything it does shows up in the same inbox, the same way your teammates' work does.
How it works
- It uses the same tools your team does, not a bolt-on bot
- Every customer-facing action approval-gated by default
- It improves through changes you review and approve
- It is awake around the clock, on every new message
Drafts, you approve
It drafts. You approve. Then it sends.
New to your team, Volty runs in shadow mode: it writes the reply, trained on your business, and holds it for your approval instead of sending. You read it, approve or edit, and it goes out under a clear audit trail.
Turn it loose on the conversations you trust and keep the gate on the ones you don't. The control is yours, per channel and per type of request.
Ask what needs you
Ask what needs your attention. Get a triaged inbox back.
Open Ask Volty and ask in plain words. It reads across every open conversation and hands back what actually matters: approvals waiting, customers waiting on you, hot leads, and patterns it has spotted across threads.
Ask it to draft
Ask it to draft a reply — grounded, and ready to approve.
Ask for a reply and watch it work step by step: it pulls up the contact, searches your Drive for the right prices and policy, then writes a grounded draft and queues it for your approval. No invented facts, no copy-paste from a doc somewhere.
Ask it to act
Hand it multi-step work. It chains the actions.
Snooze this until Monday and tag it hot-lead. Assign that to Siti and follow up in two days. Volty turns one instruction into the right sequence of actions, tells you exactly what it did, and offers the obvious next step.
Ask it mid-thread
Tag it mid-conversation. Ask it anything.
Not sure of a policy while you're replying? @mention Volty AI in an internal note and it answers right there, grounded in your catalogue and docs — privately, so the customer never sees it. You act on what it surfaces.
A customer asks about bulk gifting. Rachel tags Volty AI in a note; it answers from the catalogue with prices, lead time and the source. Rachel sends the customer a clean reply, seconds later.
Proactive check-ins
RoadmapIt opens the chat itself, with what needs you.
A daily heartbeat from Volty: approvals that have been waiting, commitments you made to customers that are due today, and things it has learned and wants to apply. You reply once and it gets to work.
Learns from you
RoadmapCorrect it once. It remembers — through a reviewed change.
Tell Volty something changed — free shipping now starts at $50, not $60 — and instead of silently drifting, it proposes a diff to its own guidance and queues it in your Changes review. You approve it, and every reply uses the new rule from then on.
Safe, private, and yours
Your data stays walled off from every other business, every action is logged and reversible, and you decide what Volty is allowed to do.
What you get
- Your data isolated from every other business on Volty
- Every action, by your team or by Volty, logged and reversible
- Role-based access so the right people see the right things
- Volty never sees more than the person it is helping
- Passwordless sign-in through Google, Microsoft, WhatsApp or a magic link
How it works
- Database-level isolation on every record
- A full audit trail of every action
- The AI bounded by each staffer's own access
- Safe-by-default spending limits
Marcus and Siti each see only the inboxes they belong to, and the same rule binds Volty. Nothing leaks across the team, or across other businesses.
Start the conversation
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