AI app for customer support · no coding needed
Source-linked customer and investor answer console
Reduce repetitive answering effort while keeping every reply traceable to approved sources.
Made for: Support, community and investor-relations teams answering recurring questions from customers, users and investors
What it does for you
The problem
Incoming questions arrive around the clock across email, chat, messenger and social channels, and staff answer the same things repeatedly from scattered documents, CRM records and logs.
What it gives you
Reviewed, source-linked answers and completed follow-up actions
What you give it
Organization documentsclient recordsproduct logspolicy rules
Build your own version of Agent Sam, Qlient and more
One app with what these 5 AI tools do, yours to keep and change: Agent Sam, Qlient, Typewise AI Customer Service, SermoAI, RunLLM.
Everything these tools do, in one app
- 24/7 automated answering Provides round-the-clock responses to incoming questions without human intervention.Found in Agent Sam, SermoAI
- Trained on organization data Uses the organization's own information to give personalized and relevant answers.Found in Agent Sam
- Reduces repetitive communications Cuts down on repetitive emails and pitch deck presentations by handling common inquiries.Found in Agent Sam
- Supports fundraising communications Helps startups manage early-stage fundraising interactions with investors.Found in Agent Sam
- Simple interface Offers an easy-to-use interface for managing the assistant.Found in Agent Sam
- Automated client messaging Sends customizable messages to clients automatically.Found in Qlient
- Centralized client data Stores and manages client information in one place with real-time updates.Found in Qlient
- CRM and email integration Connects with popular CRM and email platforms to streamline operations.Found in Qlient
- Engagement analytics dashboard Tracks engagement and response rates through a dashboard.Found in Qlient
- Follow-up task automation Automates follow-ups and reminders to ensure timely client interactions.Found in Qlient
- Natural-language agent setup Allows teams to describe desired outcomes in plain language to build automations without flowcharts or code.Found in Typewise AI Customer Service
- Actionable agents Enables agents to trigger operations across connected systems to complete tasks, not just suggest replies.Found in Typewise AI Customer Service
- Human handoffs and approvals Keeps humans in control for high-stakes actions through configurable checkpoints and approvals.Found in Typewise AI Customer Service
- Policy and safety controls Provides multi-level instruction layers for company-wide, channel-specific, and specialist guidance.Found in Typewise AI Customer Service
- Prebuilt connectors Links knowledge bases and operational tools through many prebuilt integrations.Found in Typewise AI Customer Service
- Financial terminology expertise Understands and responds accurately using financial and banking terminology.Found in SermoAI
- Multilingual support Communicates with users in over 60 languages.Found in SermoAI
- Privacy regulation compliance Complies with banking privacy and data protection regulations.Found in SermoAI
- Messenger and social integration Integrates flexibly with messengers, CRMs, and social networks.Found in SermoAI
- Agentic reasoning Actively understands user questions and performs actions such as requesting clarifications and searching knowledge bases.Found in RunLLM
- Multi-agent support Allows creation of specialized agents for different teams with tailored data and instructions.Found in RunLLM
- Log and telemetry analysis Automatically analyzes logs and telemetry to diagnose and resolve issues.Found in RunLLM
- Documentation and helpdesk integration Integrates with documentation sites, Slack, and Zendesk for seamless workflow incorporation.Found in RunLLM
- Custom code generation Generates validated custom code solutions to solve complex technical problems.Found in RunLLM
How it works, step by step
- Answer incoming questions automatically around the clock
- Ground replies in the organization's own documents and records
- Reduce repetitive emails and repeated pitch-deck answers
- Support early-stage fundraising and investor questions
- Provide a simple console for managing the assistant
- Send customizable automated client messages
- Keep centralized client records with real-time updates
- Connect CRM and email platforms
- Show engagement and response analytics
- Automate follow-ups and reminders
- Let teams describe desired outcomes in plain language
- Trigger actions across connected systems, not only suggest replies
- Route high-stakes actions to human checkpoints and approvals
- Apply company, channel and specialist policy layers
- Use prebuilt connectors to knowledge bases and operational tools
- Handle financial and banking terminology accurately
- Answer in the supported languages
- Apply privacy and data-protection rules to stored and sent data
- Integrate with messengers, CRMs and social networks
- Ask clarifying questions and search knowledge bases before answering
- Run specialized agents per team with tailored data and instructions
- Analyze logs and telemetry to diagnose reported issues
- Integrate with documentation sites, Slack and helpdesk tools
- Generate validated custom code answers for technical questions
- Compare the reviewed result with the recorded baseline and value assumptions
- Capture corrections and named-owner approval before consequential use
- Export a versioned reviewed, source-linked answers and completed follow-up actions record with source references and unresolved questions
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for Source-linked customer and investor answer console with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds Source-linked customer and investor answer console with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links5 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare27 KB
- prompt-vps.mdThe same build on your own server (Docker)27 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria14 KB
- demo/index.htmlThe working demo on sample data197 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
Reduce repetitive answering effort while keeping every reply traceable to approved sources. For support, community and investor-relations teams answering recurring questions from customers, users and investors, convert organization documents, client records, product logs and policy rules into reviewed, source-linked answers and completed follow-up actions. The benefit is a testable hypothesis, measured through accepted answers per support hour and corrections after send; do not assume that AI output alone produces business value.
Confirm the buyer's problem and scope, collect organization documents, client records, product logs and policy rules, then follow this sequence: 1. Answer incoming questions automatically around the clock. 2. Ground replies in the organization's own documents and records. 3. Reduce repetitive emails and repeated pitch-deck answers. 4. Support early-stage fundraising and investor questions. Resolve uncertain cases with qualified reviewers, approve reviewed, source-linked answers and completed follow-up actions, and measure accepted answers per support hour and corrections after send against a documented baseline.
How the AI works
Use AI to interpret permitted inputs, suggest structured mappings and generate candidate answers and actions for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. Financial, legal and privacy-sensitive replies remain subject to named human approval. A model suggestion is never a verified fact, professional decision or authorization to act.
Safeguards
Preserve source attribution, quotation accuracy and usage permissions. Named owners approve substantive, financial, legal and privacy-sensitive replies and external actions. One support channel and one knowledge set; financial, legal and privacy-sensitive replies remain subject to named human approval. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.
What to build first
Pilot scope: One support channel and one knowledge set; financial, legal and privacy-sensitive replies remain subject to named human approval. Implement one approved input format, a bounded representative question set and the first two task modules: answer incoming questions automatically around the clock; ground replies in the organization's own documents and records. Support the remaining modules with operator review. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.
What it can connect to
Organization knowledge bases, CRM and email platforms, messengers, social networks, documentation sites, Slack and helpdesk tools. Start with file exchange and validate destination specifications before promising direct sending. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.
The screens in detail
Primary screens: Knowledge and policy setup, Answer review queue, Client and engagement console. Use a channel inbox for incoming questions, a large central answer canvas with cited sources, and a right-hand panel for client history, policy layers and approvals. Let reviewers compare draft and approved replies side by side. Display draft, changes requested, approved and sent states. Provide an administrator view for agents, connectors, languages and retention. Make the task-specific outcome reviewed, source-linked answers and completed follow-up actions visible beside its evidence, review state and value baseline.
