AI Agent

An AI that actually answers — grounded in your content

Train an AI agent on your URLs, docs, FAQs, and Q&A pairs. It answers in your voice, cites its sources, calls your APIs to take actions, and hands off to a human the moment it's not confident.

CustomerHero AI

Online · Powered by RAG

What's your refund policy for annual plans?

Annual plans can be refunded pro-rata within the first 30 days. After that, we credit unused months toward future renewals.[1]

Source: refund-policy.pdf · §3.2
Action available

Want me to start a refund for your annual plan?

Yes, refundNot now
Low confidence — escalating to a human agent...

Carla joined the conversation

Hi! I can see the full thread — let me help finalise that refund.

How it learns

Point it at the content you already have

No prompt engineering. No fine-tuning. Drop in URLs, upload PDFs and Word docs, paste in Q&A pairs, or write text directly. The agent re-indexes automatically when content changes.

URL crawl

Crawl an entire site or a single page; respects robots.txt and JS-rendered content.

Files

PDF, DOCX, CSV, TXT — parsed and chunked automatically.

Q&A pairs

Author exact answers for high-intent questions; never fragmented.

Free-form text

Paste in policies, scripts, or product notes — usable as-is.

How it answers

Retrieval-augmented, not hallucinated

Every answer is grounded in your content via hybrid retrieval — vector search plus keyword search — re-ranked by an LLM judge for relevance. Inline citations link back to the exact source.

Hybrid search

Vector + BM25 keyword retrieval catches both semantic and exact-match queries.

Reranking

A reranker reorders candidates by true relevance before the model answers.

Inline citations

Every claim is annotated with the source it came from — auditable, traceable.

Query rewriting

Follow-ups like "how much is it?" are rewritten into standalone search queries automatically.

How it acts

Beyond answers — your agent can take action

Wire up actions to your existing APIs. The agent decides when to call them, confirms with the customer when it should, and the request is executed server-side with your credentials — never exposed in the browser.

Tool calling

Define actions with JSON schemas; the agent decides when each is appropriate.

Server-side execution

API keys live on the server. The browser never sees your credentials.

Confirm before mutating

Read-only actions run silently. Mutations ask the customer to confirm first.

Real-world examples

Look up an order, cancel a subscription, generate a quote, schedule a meeting.

How it escalates

Handoff to humans the moment it matters

The agent knows what it doesn't know. Low-confidence answers, sensitive topics, and explicit "talk to a human" requests trigger an escalation — with the full conversation history attached so your team picks up exactly where the AI left off.

Confidence thresholds

Per-chatbot tuning for when to deflect vs. escalate.

Smart routing

Route to the right team based on labels, business hours, and load.

Full context handoff

Agents see the entire conversation, including what the AI tried.

Re-engagement

AI can rejoin closed conversations to follow up automatically.

Guardrails & models

Built for production, not for demos

Guardrails & evaluation

Set a system prompt to control tone, refuse out-of-scope questions, and never make claims outside your content. Run a continuous eval harness to track regressions before they reach customers.

Retrieval you control

Tune retrieval per chatbot — top-K, similarity thresholds, and reranking — so each bot answers from exactly the right context. As new models ship, your bots get better without a migration.

vs Chatbase, CustomGPT, Dante AI

Other RAG chatbot tools stop at "answer questions." CustomerHero ships a full inbox, real-time human handoff, multi-channel routing, and proactive engagement on top of the same agent — at SMB pricing.

Citations & retrieval transparency
Actions / tool-calling, not just chat
Real human handoff with full context
Bilingual-first (English + Spanish)
No per-seat pricing
WhatsApp, Telegram, Instagram, Email

Stop choosing between AI and a real support team.

Ship a grounded AI agent and a shared inbox in the same product, on every channel your customers use. Free tier — no credit card.