Omnichannel AI Agents
Dale AI: Business AI Assistant & Conversational AI Platform
Build intelligent agents for customer service automation and internal operations. Deploy once, run everywhere: in your apps, on the web, or through voice.
Deploy intelligent agents across all channels
Product Overview
AI Agent Development Platform for Customer Service & Internal Operations Automation
Omnichannel AI agents that understand your knowledge, take action in your systems, and hand off to humans when needed. Built to integrate with your stack and automate work across customer touchpoints.
As a conversational AI platform and business AI assistant, Dale AI enables AI chatbot development for multi-channel customer support. Our omnichannel AI agent solution delivers voice AI automation, WhatsApp AI agent capabilities, and real-time AI automation, providing seamless AI for customer support across all communication channels.
Understands
Connect to your website, docs, policies, spreadsheets, and live data. AI assistants powered by generative AI automatically detect context. Ranking, recency, and freshness rules keep answers current.
Acts
Uses skills and actions to schedule, look up records, update tickets, create orders, collect forms, and send messages. Powered by Dale Flow for multi-step jobs.
Operates Everywhere
One omnichannel AI agent across multiple channels. Web, WhatsApp AI agent, SMS, voice AI automation, Slack, Teams, email. Multi-channel customer support and multi-language AI support for seamless experience across all communication channels.
Define Knowledge, Models, And Safety
Connect your knowledge base and configure RAG for grounded, predictable answers. Build AI assistants that understand your preferred language and preferred channel preferences.
- •Ingest website, docs, FAQs, CRM, and live data
- •Vector embeddings and Retrieval Augmented Generation with generative AI
- •Source ranking, freshness rules, and citation controls
- •Primary and fallback models with cost controls
- •System instructions, tone, and escalation policy
- •Automatically detect customer needs and route to preferred channel
Attach Skills And Orchestrate Work
Enable real actions beyond answers with real-time AI automation: move tickets, update records, send confirmations. Business AI assistant capabilities that enhance customer experience.
- •Skills for schedule, lookup, update, notify, document generation
- •Dale Flow Power Actions for multi-step jobs
- •Queues, retries, approvals, and idempotency
- •Orchestrate complex workflows safely
Integrate Channels And Systems, Launch Safely
Deploy one omnichannel AI agent across all support channels and connect to your stack securely. Multi-channel customer support with phone support and seamless experience across communication channels.
- •Web, WhatsApp AI agent, SMS, voice AI automation, Slack, Teams, email
- •Clean human handoff at any point
- •CRM, helpdesk, calendars, storage, payments
- •Connectors, webhooks, environments, secrets
- •RBAC and feature flags for staged launches
- •Support teams can monitor and enhance customer interactions
Test, Evaluate, And Optimize
Track performance, run tests, and continuously improve with hypercare.
- •Analytics: conversion, containment, response time, cost
- •A/B prompt tests and transcript replay
- •Weekly hypercare reviews and updates
- •Scheduled reindexing and health checks
Repeat the loop as your needs grow.
Some of the actions an agent can take:
Or, even more powerful:
Safety and control
Guardrails
Scoped domains, tone and language controls, refusals for out-of-scope, rate limits
Human in the loop
Live transfer, approvals for sensitive actions, review queues
Data
You own your data, least-privilege credentials, encrypted storage
Need heavy workflows not necessarily attached to an AI agent? Dale Flow runs the long jobs your agent triggers, but it can be used as a standalone workflow engine.
Integrations & Channels
Plug into your stack. Deploy everywhere.
Dale AI connects to the tools you already use—front-of-house channels for chat and voice, back-of-house systems for CRM, helpdesk, calendars, and data. Ship fast without ripping anything out.
One layer for channels, systems, and data.
Logos shown for illustration; products supported via native connectors or APIs.
Our Process
Pragmatic Software Engineering Process
Five phases from discovery to launch. Clear outcomes at each step, no surprises. We scope tight, ship fast, then iterate based on real usage data.
Discovery
Identify outcomes, users, constraints, data, compliance, channels, and systems. Map current processes, KPIs, risks, dependencies, and ownership.
Outcome: Shared brief, KPI baseline, risk register, and stakeholder alignment.
Strategy
Choose the initial track (agent, workflow, custom AI, application, or integration). Prioritize the smallest valuable release. Set timeline, budget, and RACI.
Outcome: Scoped Release 1, milestone roadmap, KPI plan, and resourcing confirmed.
Blueprint
Design flows, UX, domain model, data and architecture, integrations, and security patterns. For AI, define sources and freshness rules, guardrails, human-in-the-loop, and the action catalog. Write the test plan and acceptance criteria.
Outcome: Clickable prototype and technical spec, privacy and security checklist, and acceptance tests defined.
Build & Integrate
Ship in short sprints behind feature flags. Connect CRM, calendars, helpdesk, document stores, databases, and external APIs. Enforce CI/CD, code review, automated tests, accessibility and performance checks, and observability.
Outcome: Working pilot in staging, integrations verified, test and quality targets met, and go-live checklist signed.
Launch & Hypercare
Pilot, then expand. Monitor logs, transcripts, and jobs. Tune weekly and report KPI deltas with next actions. Add channels and features, A/B prompts or UX, and right-size capacity. Enable your team.
Outcome: Stable production with SLOs, measurable KPI lift, runbook and training completed, and a prioritized backlog for scale.
Outcomes That Matter
AI That Delivers Measurable Results
Every implementation ships with clear goals and a measurement plan. We automate the busywork, capture more opportunities, and keep humans focused on what moves the business.
Real-World Applications
Production-Ready Use Cases
Each implementation ships with clear goals, a measurement plan, and proven outcomes. Built for scale, deployed with confidence.
Stella
Safe Medical Guide with Cited Answers
Ingest and index 50,000 plus trials, studies, guidelines, and FAQs.
Integrations:
Channels:
Lola
Customer Service Teammate for a Local Business
Answer FAQs on services, pricing ranges, hours, directions, and policies.
Integrations:
Channels:
Travel Copilot
Natural Language Flight & Hotel Search
Parse requests like "Miami to Madrid next month, two adults," then apply tenant rules.
Integrations:
Channels:
Concierge
Guest Concierge for Multi-Property Hosts
Answer check-in and house rules, parking, Wi-Fi, and amenities.
Integrations:
Channels:
Ops Copilot
Finance Reconciliations in Slack or Teams
Compare orders to payments, flag mismatches, create tickets with evidence.
Integrations:
Channels:
Order Care
Self-Service Order Status and Returns
Lookup orders by email or phone, show status and ETA.
Integrations:
Channels: