CONVAIY← Back to homeAI meets your software
Explore practical ways AI can help across the software your team already uses.
Email
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Summarize inboxes and threads; draft replies; extract tasks, dates, and commitments; categorize and route messages; prepare follow-ups.Identify urgent messages, stalled conversations, customer sentiment, and issues requiring escalation.Draft individualized sales, support, onboarding, and follow-up emails using customer history.Continuously monitor conversations and coordinate follow-up across email, CRM, calendar, and other systems.
Phone
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Transcribe and summarize calls; record outcomes; update customer records; create follow-up activities.Detect objections, buying signals, recurring complaints, and calls that need management attention.Respond using each caller’s history, account details, appointments, and previous conversations.Provide an AI receptionist or outbound agent that answers questions, schedules meetings, transfers calls, and follows up.
Chat
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Answer routine questions; summarize channels; retrieve policies, records, and previous discussions.Surface unresolved issues, repeated questions, sentiment changes, and conversations needing intervention.Tailor answers to each employee, customer, account, language, or situation.Create an always-available assistant that works across chat, documents, scheduling, and business systems.
Word Processing
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Draft, rewrite, summarize, format, proofread, and turn notes into finished documents.Compare documents, find missing information, check consistency, and highlight unusual terms.Generate customized proposals, reports, letters, instructions, and agreements.Turn conversations, forms, or system records into complete documents automatically.
Spreadsheets
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Clean data; create formulas; categorize entries; combine reports; automate recurring analysis.Find trends, exceptions, errors, risks, forecasts, and likely causes behind performance changes.Produce reports and recommendations for individual customers, locations, departments, or employees.Let employees analyze complex data conversationally without advanced spreadsheet skills.
Presentations
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Create outlines, slides, speaker notes, summaries, charts, and visual explanations.Select the most relevant findings and adapt the presentation to its purpose and audience.Create versions for different customers, departments, industries, or stakeholder priorities.Turn reports, meeting notes, or live business data into presentation-ready updates.
Forms
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Extract submissions; validate answers; categorize requests; route them; update connected systems.Identify incomplete, suspicious, urgent, qualified, or high-value submissions.Generate different questions, responses, and next steps based on previous answers.Replace fixed forms with guided AI interviews that clarify unclear answers.
Calendar & Scheduling
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Find availability; schedule, reschedule, and confirm meetings; prepare agendas; send reminders.Prioritize meetings, identify conflicts, estimate needed time, and suggest the right participants.Tailor reminders, preparation materials, and follow-ups to each attendee.Coordinate meetings across email, phone, customer history, travel time, and employee availability.
Customer Management
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Enter notes; summarize account history; update fields; create follow-ups; eliminate duplicate entry.Score leads, identify neglected opportunities, predict churn, and recommend next actions.Generate outreach and service based on each customer’s history, needs, preferences, and stage.Give employees an assistant that understands the complete customer relationship across every channel.
Accounting & Financial
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Categorize transactions; process invoices and receipts; reconcile records; prepare recurring reports.Explain cash flow, identify unusual expenses, forecast revenue, and surface financial risks.Create customer-specific invoices, payment reminders, summaries, and pricing explanations.Let managers ask conversational questions across financial data and receive evidence-backed explanations.
HR Management
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Draft job descriptions; prepare onboarding; answer policy questions; summarize reviews and surveys.Identify staffing gaps, turnover patterns, training needs, scheduling problems, and employee concerns.Create role-specific onboarding, training, development plans, and internal communications.Provide every employee with an HR and training assistant grounded in approved company information.
Inventory Management
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Update records; process orders; reconcile counts; generate purchase orders; monitor stock levels.Forecast demand, identify slow-moving inventory, detect discrepancies, and recommend reorder quantities.Adjust recommendations by location, season, customer demand, supplier, or product category.Coordinate inventory using sales, supplier data, lead times, service schedules, and financial constraints.
Service Management
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Create and assign tickets; summarize history; prepare technicians; document work; generate updates.Prioritize jobs, diagnose likely causes, identify repeat failures, and recommend escalation.Give each customer updates and recommendations based on their equipment, history, agreement, and urgency.Give service staff one assistant for manuals, customer history, parts, scheduling, and troubleshooting.