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Convosate

Enterprise conversations built for action

Design customer-facing AI around defined journeys, approved business context, human oversight, and requirements your organisation can review before rollout.

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Control every customer journey

Define what Convosate can answer, which actions it can prepare, where approval is required, and when a person takes over.

A defined customer journey connected to customer intent, approved context, configured actions, human approval, team handoff, and a business outcome
Defined journeyCustomer intentApproved contextConfigured actionHuman approvalTeam handoffBusiness outcome

  • Defined customer journeys

    Begin with a specific customer need and an outcome the organisation can review.

  • Approved business context

    Control which organisational information can guide each conversation.

  • Controlled actions

    Define permitted actions and the points where human approval is required.

  • Human oversight

    Preserve context when people review, continue, or resolve the work.

Review security and deployment before rollout

Turn infrastructure, data, access, retention, and security expectations into explicit requirements before choosing an implementation approach.

  • Deployment architecture

    Review hosting, infrastructure, and data-boundary requirements before an implementation approach is agreed.

  • Data handling and retention

    Define the information in scope, where it may be processed, and the retention requirements to assess.

  • Access and responsibility

    Identify who can configure journeys, approve consequential steps, and operate the customer experience.

  • Security and privacy review

    Document requirements, available evidence, and unresolved questions before rollout.

Connect approved systems without losing control

Give every agent the business context and permissions it needs without opening every source or action to every role.

Approved knowledge, policies, and language guidance provide shared business context to support, sales, and booking agents, with each agent limited to a permitted outcome

Approved sources

Service knowledgeCustomer policiesLanguage guidance

Shared context

Business context

Specialised agents

Support agentSales guideBooking agent

Permitted outcomes

AnswerQualifyBookings

  • Approved systems

    Identify the systems a customer journey may use and why each connection is needed.

  • Permissioned actions

    Limit actions to an approved purpose, permitted information, and defined operating conditions.

  • Failure and recovery paths

    Define how work pauses, recovers, or escalates when a dependency is unavailable.

  • Change review

    Review the journey again when its context, action, integration, or ownership changes.

Keep people accountable for consequential work

Make approval, escalation, ownership, and continuity part of the journey instead of relying on an informal handoff.

  • Human approval

    Require a person to review consequential steps before the work continues.

  • Escalation ownership

    Define which team receives a request and what information accompanies it.

  • Context preservation

    Keep the conversation, captured details, and prior decisions available to the receiving team.

  • Resumable work

    Continue from the last approved point instead of restarting the customer journey.

A prepared customer request follows either a human approval path that resumes the work or an escalation path that preserves context for the receiving team
Request understoodWork prepared

Approval path

Human approvalWork resumes

Escalation path

Context preservedTeam continues

Agree capacity, support, and service commitments

Set expectations from the journey and operating environment, then confirm the rollout and service model in the enterprise proposal.

  • Expected volume

    Estimate conversation demand, action volume, and the capacity the selected journey requires.

  • Rollout stages

    Agree the pilot scope, review points, expansion criteria, and ownership for each stage.

  • Support responsibilities

    Clarify operational contacts, escalation responsibilities, and the support model in scope.

  • Proposal-specific commitments

    Confirm commercial terms and service commitments only after the requirements review.

Keep consequential work within a clear scope

For regulated organisations, the initial focus is customer interaction and online-to-offline coordination, not transactions or regulated advice.

Strong initial fit

  • Customer service
  • Marketing conversations
  • Product and service guidance
  • Appointments and branch journeys

Outside the initial scope

  • Account balances or account data
  • Financial transactions
  • Regulated financial advice
  • Medical or legal advice

“The platform understands customers across languages, dialects, and voice, then responds with the right context and next step. This is a game changer. I’m sure we shall be the first in our market to offer an experience like this.”

Anna NamusokeSenior Manager, Service Excellence

Start with an enterprise pilot

Choose one customer journey, review the operating requirements, and agree the implementation scope.

  • Journey definition
  • Security and deployment review
  • Implementation scope
  • Commercial proposal