AI Workforce For
Customer Communication
Configure AI customer support and AI sales automation with approved knowledge, qualification questions, routing, human handoff, calendar booking, and connected CRM context.
Configure AI Around Your Customer Workflow
Zappilo connects approved knowledge and business rules to supported conversations, team routing, calendars, and opportunity context.
One Configurable AI Layer
Configure knowledge, qualification, routing, handoff, scheduling, and opportunity intelligence for your organization's supported customer workflows.
Configured AI In Industry Workflows
Illustrative real estate and ecommerce conversations using Zappilo's supported AI and connected industry capabilities.
The configured AI can answer relevant property questions using connected business and property context.
Configured questions collect property type, location, budget, timeline, and other organization-defined requirements.
Source, intent, team, and fallback rules can route the conversation to an appropriate team member.
When enabled, a viewing can be booked and the conversation linked to contact, property, and opportunity context.
AI Supports Repetitive Steps. Your Team Keeps Control.
Configure where AI can assist, when a conversation should be handed over, and which team or agent should receive it.
Customer
A customer starts a supported WhatsApp Business or website chat conversation.
AI Workforce
Configured AI uses approved knowledge and business rules to support the conversation.
Human Team
The team receives the conversation with its existing context when handoff or routing applies.
AI Workforce handles
AutomatedYour team focuses on
High ValueConfigure AI Behavior In One Place
An illustrative overview of the knowledge, qualification, routing, handoff, scheduling, and opportunity controls available to an organization.
Capability Summary
Approved FAQ knowledge and organization instructions
Custom questions, fields, and re-ask behavior
Source, intent, team, and working-hours rules
Customer request, message count, and confidence controls
Google or Microsoft calendar availability when enabled
Conversation summary, requirements, and next action
Configuration Checks
Review approved FAQs and organization instructions before enabling AI messaging.
Choose the conditions and default team member used for human handoff.
Enable a compatible calendar when appointment booking is part of the workflow.
AI Controls
Test approved knowledge, routing, handoff, and calendar behavior before enabling AI for customer conversations.
Where Configured AI Can Help
Use organization-controlled AI to support repeatable customer communication steps while preserving clear human oversight.
Repeated Questions
Teams repeatedly answer common customer questions without shared AI knowledge.
Incomplete Context
Qualification details can be missed when every conversation follows a different process.
Manual Routing
Teams must decide where each new or handed-over conversation should go.
Abrupt Handoffs
Customer and conversation context can be lost when escalation is handled separately.
Disconnected Records
Conversation requirements and next actions may not reach the related CRM opportunity.
Approved Replies
Use organization-approved FAQ knowledge and communication instructions.
Structured Qualification
Collect consistent customer details with configurable questions.
Team Routing
Apply source, intent, workload, and working-hours rules where configured.
Human Handoff
Define when AI should transfer the conversation to a team member.
Connected Context
Keep conversation summaries, requirements, and next actions linked to opportunities.
Fully Connected Across The Platform
AI Workforce can use approved knowledge and connected context from supported communication, CRM, automation, calendar, campaign, and reporting workflows.
Configured For Current Customer Operations
Available AI controls support customer communication today while connected industry intelligence continues to evolve.
AI Workforce Questions
Clear answers about AI customer support, AI sales automation, qualification, routing, handoff, and scheduling.
What is Zappilo AI Workforce?
Zappilo AI Workforce is a configurable AI layer for supported customer conversations. It can use approved knowledge, collect qualification details, apply routing and handoff rules, support appointment booking, and add opportunity context.
How does Zappilo support AI customer support?
Configured Zappilo AI can answer relevant questions from approved FAQ knowledge in supported WhatsApp Business and website chat conversations, collect customer context, and hand the conversation to a human team member when required.
How can Zappilo help with AI sales automation?
Businesses can configure qualification questions, route conversations to the appropriate team, connect appointments, and use opportunity intelligence to summarize conversations, extract requirements, and suggest a next action.
What can businesses configure in Zappilo AI Workforce?
Organizations can configure business context, tone and restrictions, approved FAQs, qualification questions, routing behavior, human handoff conditions, default agent mapping, and calendar-related settings.
How does human handoff work?
A conversation can be handed to a team member when the customer asks, AI confidence is below a configured threshold, a configured message count is reached, or routing and fallback rules apply. Existing conversation context remains available to the team.
Can Zappilo AI Workforce book appointments?
Yes. When a compatible Google or Microsoft calendar is enabled and configured, Zappilo AI can support availability-aware appointment booking within a customer conversation.
Give Your Team
An AI Workforce
Configure approved knowledge, qualification, routing, handoff, scheduling, and opportunity context around your customer communication workflows.