Tola features · AI Agent

AI Agent detects and protects every revenue opportunity.

The business grows. The queue shrinks. Tola understands customer requests, completes approved support and sales workflows, and hands exceptions to your team with full context.

Knowledge groundedConfigurable skillsHuman handoffMessages + calls

Tola AI Agent

Active · WhatsApp

Within policy
Can I move tomorrow’s delivery to the office instead?
I can check whether the address can still be changed. Please confirm the order number and delivery postcode.

Identity verified

Order found

Change window open

Skill running · delivery address change

Signal detected

Time-sensitive request

Outcome

Approved action ready

Up to 266% higher conversion

Licensed platform benchmark; results vary by implementation.

Every supported channel

Keep the same knowledge and rules across messages, tickets and calls.

AI and people together

Let automation absorb repetition while people own judgment.

The AI Agent loop

Three moments. One continuous conversation.

01

Understand

Read the request behind the words.

Tola combines the current message with customer history, channel context and your approved knowledge to identify what the customer actually needs.

WA

Aarav

WhatsApp · just now

Decision signal
Can this arrive before Friday? I need it for an event.

Intent

Delivery check

Urgency

High

Next step

Verify order

02

Act

Complete the skill you approved.

Answer, collect details, check a connected system, tag the conversation or create follow-up work—only within the boundaries your team has configured.

Skill · delivery promise

When

A customer asks whether an existing order can arrive by a specific date.

Do

Verify identity → check delivery estimate → answer from the result → tag the outcome.

Approved action completed · customer informed

03

Hand off

Bring in a person without starting over.

When confidence, policy or customer preference requires a person, Tola transfers the conversation with the summary, history and reason already attached.

Handoff packet

Needs a person

Delivery exception · high urgency

Customer needs a guaranteed date. Carrier estimate is outside the requested window. Asked for alternatives.

Owner

Priority support

Attached

History + summary

RS

Riya joined

Context already loaded

AI Agent skills

It doesn’t just answer questions.

A skill tells Tola when to act, which sources and tools it may use, what the successful outcome looks like and when a person must take over.

Design your first skill
SKILL 01

Order lookup

When A customer asks where an order is.

Do Verify identity, check the connected order and answer from the current result.

SKILL 02

Appointment request

When A customer wants to book time.

Do Collect preferences and create the approved scheduling or follow-up action.

SKILL 03

Lead qualification

When A visitor is evaluating the product.

Do Collect the details your sales team needs and route the qualified conversation.

SKILL 04

Retention review

When A customer says they may cancel.

Do Understand the reason, present approved options and escalate exceptions.

SKILL 05

Product guidance

When A customer needs help choosing.

Do Use approved product knowledge and customer context to narrow the right option.

SKILL 06

After-hours intake

When The team is offline.

Do Answer supported questions, collect the request and create accountable follow-up.

SKILL 07

Policy enforcement

When A conversation crosses a defined boundary.

Do Use the approved language, tag the event and close or escalate according to policy.

SKILL 08

Language routing

When A customer needs another language.

Do Move the conversation to the appropriate person or configured agent.

SKILL 09

Ticket creation

When The request requires structured follow-up.

Do Create a ticket with category, priority, owner, transcript and summary.

SKILL 10

Call intake

When A routine phone or WhatsApp call arrives.

Do Identify the request, complete supported steps and preserve the transcript.

SKILL 11

Human escalation

When Confidence, policy or preference requires a person.

Do Transfer with the reason, customer history and work already completed.

SKILL 12

Follow-up trigger

When A resolved conversation needs another action.

Do Create an approved reminder, message or downstream workflow event.

Train + control

Your knowledge powers it. Your rules decide what happens.

Tola is designed to make AI behavior testable, reviewable and changeable by the team responsible for the customer experience.

CONTROL 01

Learns from what you approve

Connect website pages, help articles, product information, policies and internal operating guides. Remove or update a source whenever the business changes.

CONTROL 02

Test before customers see it

Ask difficult questions, run realistic edge cases and review which source and rule produced each response before enabling automation.

CONTROL 03

You set every handoff boundary

Choose topics, actions, confidence levels, customer signals and hours that require a person.

CONTROL 04

Watch work as it happens

Review active conversations, completed actions, escalations and unanswered questions from the same operating view.

CONTROL 05

Adjust without rebuilding the agent

Update a source, skill or rule and test the changed behavior before rolling it out.

CONTROL 06

Keep the brand recognizable

Define tone, required language and prohibited claims so supported channels follow the same communication standard.

AI + human teamwork

Each handles the work where it is strongest.

Not every conversation needs AI. Not every conversation needs a person from the first message. Tola lets the work move both ways without losing the customer.

Escalate with everything intact

The right person receives the history, summary, reason and work already completed.

Hand routine work back

A teammate can handle the exceptional moment, then return repeatable follow-up to AI.

Route to a specialized agent

Move defined work to an agent configured for a brand, region, channel or workflow.

Conversation ownership

Tola AI

Order checked and delivery rule evaluated

Priority support

Customer requested a guaranteed date

Tola AI

Follow-up ticket and transcript prepared

Multiple AI Agents

The right agent for each corner of the operation.

Separate agents can use different knowledge, skills and escalation rules for a brand, website, language, region or use case—while your team keeps one governance and reporting layer.

A1

Commerce agent

Orders, delivery, returns and product questions

A2

Admissions agent

Programs, applications and student routing

A3

Voice agent

Inbound calls, summaries and escalation

A4

Internal service agent

Employee questions and structured requests

Monitor performance

Every conversation and outcome visible.

Review what AI resolved, which skills ran, where people stepped in, what customers kept asking and which knowledge needs improvement. Revenue attribution will only be shown when your connected systems can verify it.

Explore data and integrations

AI handled

Human handoffs

Knowledge gaps

Conversation outcomes

Live after connection

Security

Security claims should be earned and verifiable.

Tola is building access controls, encryption, audit history, retention controls and vendor review. Certifications will appear only after independent verification.

Review security

FAQ

What teams ask before launch.

How do we get started with Tola AI Agent?+

Choose one channel and one bounded workflow. Connect the relevant knowledge, define what AI may do, test realistic conversations and then pilot with human review before expanding automation.

What is an AI customer service agent?+

It is software that can understand customer requests, answer from approved business knowledge and carry out defined support actions. A useful agent also knows when to transfer the conversation to a person.

How is this different from a customer service chatbot?+

A basic chatbot usually follows a scripted question-and-answer path. Tola combines contextual answers with skills, workflow actions, customer history, shared inbox ownership and human handoff.

What are AI Agent skills?+

Skills are explicit operating instructions for a defined situation: when the skill should run, what information it may use, which action it may take and when it must stop or escalate.

Can we create custom workflows?+

Yes. Tola is designed for customer-specific skills using approved knowledge, fields, tags, routing, tickets, API actions and escalation rules. Availability depends on the connected system and rollout stage.

Can AI Agent hand conversations to people?+

Yes. Handoff can be triggered by topic, customer request, confidence, business rule, workflow outcome or operating hours. The person receives the conversation history, summary and handoff reason.

Can we run more than one AI Agent?+

The platform is designed to support separate agents by brand, team, channel or workflow while keeping shared governance and reporting. Multi-agent availability will expand during rollout.

Which languages are supported?+

Language availability depends on the selected text and voice models and the quality required for your workflow. We validate each launch language during onboarding instead of claiming universal coverage.

How do we know what the AI is doing?+

Tola records the conversation, selected skill, relevant rule, source context, action and outcome so teams can review behavior and improve it.

Is Tola only an AI agent?+

No. AI Agent operates inside Tola’s customer service platform, alongside the shared inbox, ticketing, WhatsApp, email, calling, team collaboration and reporting.

Build the first skill around a real conversation.

Bring one repetitive workflow. We’ll map the knowledge, action, test cases and human handoff before anything reaches a customer.

See AI Agent in action