CRM Platform
An AI chatbot trained on your business — answering and capturing leads 24/7
Point it at your help docs, your website or your Notion, and the same chat widget you already embed starts answering visitors in your brand voice — pulling real answers from your knowledge, matching curated FAQs instantly, capturing leads, and handing off to a human the moment it's unsure.
Trained on your content, not the internet
Answers come from your knowledge base — articles you write, pages we crawl from your site, or a synced Notion — retrieved and grounded so the bot never invents prices, policies or promises. If the docs don't cover it, it says so and fetches a human.
Every lead, kept and routed
Anyone who gives the bot an email or phone number becomes a lead on that widget, with every answer they gave. One “Widget lead” automation turns it into a contact, notifies the team or starts a follow-up — and links the conversation to the record. Bot turns show right in the shared inbox, and handoff is a normal assignment.
Deterministic-first, so it's cheap and reliable
Curated FAQs and conversation flows answer instantly and for free; only genuine open questions use the model and draw an AI credit. Out of credits? It falls back to FAQs and a human — the widget never breaks.
You can see where every value came from
Each detail the bot captures records whether it matched a recognised format or was inferred by AI — which model, how confident — and which field it wrote to. Personal data is redacted in that log, with an optional retention window. Try the bot in the editor's live preview before it goes live — nothing is saved.
Give it a goal, not just answers
Tell a bot what to find out — name, email, company, budget — and drag the list into the order it should ask. It asks one question at a time, appended to a real answer, at most twice each, and everything it learns lands in one lead per conversation.
You decide who answers
Four modes: AI first then a human, AI only, humans only, or — the useful one — humans while your team is online and in hours, with the bot picking up after that. Whichever you choose, the bot stops the moment a teammate replies or takes the conversation, so it can never talk over a live agent.
Several knowledge bases, granted per bot
Keep product docs, policies and reseller-only material in separate knowledge bases, then grant each bot the ones it may answer from — or leave it on everything. A support bot and a partner bot can run on the same site and give deliberately different answers. Visitors only ever see the articles you pick for a widget's Help tab.
What's included
- Retrieval-augmented answers over your knowledge base, brand-matched to your widget
- Curated FAQ matched before the model — instant, free answers
- Ingest your website (crawl) or sync a Notion database into the knowledge base
- Per-widget lead capture (email or phone makes a lead) with CSV export and a “Widget lead” automation trigger
- Confidence-based human handoff into the shared inbox
- ManyChat-style conversation flows: ask, branch, capture, route, hand off
- One website per knowledge base, rescanned in step — pages removed from your site leave the bot too
- Manage it all from the AI assistant and MCP: create articles, mine FAQs from past chats, generate flows
- Runs from the one Solstral tag you already install; internal Help tab reuses the same knowledge
- Answering modes: AI first / AI only / humans only / AI when the team is offline
- Goals on each bot: an ordered list of details, asked one at a time while it answers
- Progressive capture into ONE lead per conversation
- Qualification scoring + conditions with a real "unknown" outcome, written onto the record for flows to filter on
- Provenance on every AI-derived value (source, model, confidence) with PII redaction and retention
- Live preview in the widget editor that answers with the real bot — nothing saved
- Agenda runs are a report source — qualification rates by agenda, channel or period
- The lead form, the bot's goal and a volunteered email all fill the same lead — never two for one person
- Manage agendas from the AI assistant / MCP: create, dry-run, publish, assign
- Bot steps aside automatically when a teammate replies or takes the conversation; hand it back from the Inbox
- Hybrid search over your knowledge: by meaning and by the exact words, merged, inside the database
- Test your bot: your own questions with the article or answer each should get, run on every knowledge change and graded by AI, with a review queue for the unsure ones
- Article edits check your test questions before saving and name any the change would break
- Under every bot answer in the Inbox: how it answered and every article it read
Learn how to set it up
- See what your widget captured, and where each value came fromHow to read what a bot gathered in a conversation, and try a goal out in the live preview before visitors see it.
- Widget leads: what counts, where they're kept, and getting them into your CRMWhen a chat becomes a lead, the Leads tab and CSV export, and the Widget lead automation trigger.
- Give your bot a goal: gather details while it chatsList what the bot should find out, drag it into the order it asks, and see where the answers go.
Works with
- MeetingsCalendly-class scheduling built into the CRM: share a link or embed the scheduler on your site, sync Google and Microsoft calendars, and every booking becomes a contact on a timeline — not a row in another tool.
- Custom objectsSolstral's object model is fully flexible: define objects, attributes and relationships that match your business, and every feature — views, imports, campaigns, flows, reports — just works with them.
- Pipelines & dealsCreate a pipeline in one step, drag deals across stages, weight it by per-stage probability, and see forecast numbers that update as the board moves.