KeyScale capabilities and service options

An AI Agent That Answers Your Customers

The agent uses selected pages and supported documents as reference material when preparing replies. AI can still give incorrect or incomplete answers. Choose automatic replies or drafts for review. Schedules apply to automatic replies; drafts can be generated outside those hours. KeyScale sets up the knowledge base and tone, then enables the agent after the agreed review.

• Uses your pages and documents as reference material for answers
• Choose Autopilot or Suggest; Suggest keeps replies for human review
• Schedule automatic replies for any hour, outside business hours or during them
• Supports handoff and human takeover within an existing conversation
• Review and rate recorded AI replies and drafts while their diagnostic records are retained

An AI CRM for Your Customer Conversations

Every website chat lands in one inbox, linked to a contact record, with deals, tasks and bookings beside it. Enabled AI actions can save a supplied name, email and phone number, add tags and update lead stages. Marking a deal won is a human action.

• One inbox for your website chat, with each conversation linked to its contact
• A sales pipeline with your own stages and deal values
• Tasks with owners, due dates and reminders
• Configurable AI actions for contact details, tags and lead stages
• Saved replies and optional email alerts
• Installable workspace on supported browsers, with optional push notifications

A Managed Website, If You Need One

Add website design, hosting, domain setup, HTTPS and maintenance to your project. Your order defines the work and update allowance. If you already have a website, we check whether it supports the widget before agreeing the installation.

• Design and build tailored to the agreed scope; reusable components may be used
• Managed hosting and an SSL certificate, with your own domain connected and configured
• Content and layout updates within the agreed maintenance scope
• Widget installation on compatible existing websites

Webchat That Starts the Conversation

Chat scenarios are built on a visual canvas: buttons, questions for a name, email or phone number, tags and stage updates, then a handoff to the AI agent or to your team. Display rules decide when a proactive message appears, by page, campaign, referrer, time on page, device or business hours. Each scenario can be tested before it is published.

• Visual builder for chat scenarios, with a test mode before publishing
• Buttons and questions that save answers to the contact record
• Proactive messages by page, UTM campaign, referrer, time on page, exit intent or device
• Different behaviour inside and outside business hours
• Handoff to the AI agent or a person at the end of a scenario

A Pipeline Your Team Actually Keeps Up To Date

The deal board uses the stages you define, with values per deal and totals per stage in your currency. Each deal carries its contact, owner, notes and the chat it came from. Tasks have an assignee, a due date, an optional reminder and comments, and can be attached to a contact or a deal. With the AI agent enabled, it can suggest a stage change for a person to accept.

• Your own pipeline stages, including won and lost
• Deal values and per-stage totals
• Owner, notes and the originating chat on every deal
• Tasks with assignees, due dates, reminders and comments
• AI stage suggestions that a person accepts or rejects

Online Booking Without the Back-and-Forth

Customers pick a service and a free time on your booking page, which reads the opening hours, durations and buffers you set and who can perform each service. They receive a link to move or cancel the booking themselves, and an optional email reminder before it. Bookings appear in the workspace diary, and a calendar feed can be synced with your existing calendar. The AI agent can offer free times in the chat when this is enabled.

• A public booking page for your services
• Opening hours, durations, buffers and who performs each service
• Customers reschedule or cancel from their own link
• Optional email reminders before the appointment
• Calendar sync through iCal feeds

Follow-Ups That Run on Their Own

Automations start when something happens to a contact or a deal: a new contact, a tag, a stage change, an incoming message, an overdue task or a schedule. They can send an email, wait for a time or for a reply, branch on conditions, update tags, stages and fields, assign an owner, and create a task or notify your team. Sending steps respect quiet hours. Each automation can be tested before it goes live, and every run is logged.

• Triggers on new contacts, tags, stage changes, messages, overdue tasks or a schedule
• Email steps, waits and branches on a visual canvas
• CRM updates and tasks for your team
• Quiet hours for anything that writes to a customer
• A test mode and a log of every run

Available setup options

A project can include a website build or use a compatible existing site. Checkmarks show available capabilities. Your quote and order confirm what is included, along with enabled modules, usage limits, browser support and maintenance scope.

Getting started

Describe your business and what you want the agent to handle. KeyScale replies with a scope and quote for your project. Setup begins after we agree what is included.