Build an AI Demo Call Prep Agent for Sales Teams

Updated at: 02/04/2025

By Oleg Kopachovets

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10 min.

Why Smart Sales Teams Are Automating Their Demo Call Prep

Why Smart Sales Teams Are Automating Their Demo Call Prep

Let’s be honest—preparing for a sales demo isn’t exactly the most thrilling part of the job. Digging through LinkedIn, stalking company websites, cross-checking CRM data, trying to figure out who the prospect is, what they care about, and what the company does… it’s necessary, but incredibly time-consuming.

In fact, the average sales rep spends nearly 21% of their time researching prospects—that’s about 8 hours a week not selling (HubSpot Research, 2023). And that’s assuming the data they find is accurate, up to date, and not spread across six different tabs and a sticky note.

Here’s where AI comes in.

With the right automation, your sales team can walk into every demo fully briefed—without lifting a finger. All it takes is one trigger (say, a new contact in HubSpot), and your AI Demo Call Prep Agent springs into action. It finds the prospect’s LinkedIn, scrapes the company website, enriches your CRM, and even sends the rep a tidy summary. No more pre-demo scrambling. No more generic intros. Just focused, personalized conversations that actually close deals.

In this step-by-step tutorial, you’ll learn how to build this agent using Omnimind.ai—no coding required. Whether you’re a solo rep or scaling an entire sales team, this is how you turn hours of prep into seconds of insights.

Step 1: Begin Your AI Journey

Sign up or log in to Omnimind.ai and start creating your first AI Agent! Click on the “Get Started” button in the Create AI Agent section.

Step 2: Define Your Agent’s Goal

For your Demo Call Prep Agent, select “Answer with knowledge” as your agent’s primary goal. This option is perfect for creating a comprehensive sales preparation tool because it will: Help sales reps prepare for demo calls by gathering prospect information automatically Extract relevant company and contact data from various sources Enrich HubSpot contacts with additional information Provide a complete prospect profile to ensure personalized sales conversations

Step 3: Choose Your Integration Needs

For your Demo Call Prep Agent, select “Yes, my agent needs to use specific APIs, services, scrapers, or tools” when asked about integrations.

This option is essential because your agent will need to connect with multiple services to gather comprehensive prospect information. The specific tools will be selected in Step 7, but for now, we’re simply indicating that your agent will require external integrations.

Click “Next” to continue setting up your agent.

Step 4: Set Up Your Data Access

Empower your AI with comprehensive data access capabilities: Email domains and contact details Company websites LinkedIn profiles HubSpot CRM data Industry information Organizational structures Professional backgrounds

Step 5: Choose Your Interaction Channel

Get direct access to all your analysis in real time via the chatbot, choose “I will use the agent on my own”: Seamless chat interface Multi-device functionality Instant prospect insights Consistent reporting format Integration with your HubSpot CRM

Wait for Omnimind to craft the perfect AI Agent for you!

Step 6: Define the Agent Workflow

In this step, you’ll need to provide a clear description of how your Demo Call Prep Agent should work. This helps Omnimind craft the perfect workflow for your agent.

Enter a description like this: “This agent helps sales reps prepare for demo calls by gathering information about prospects. When a new contact is added to a specific HubSpot list, the agent automatically extracts the domain from their work email, finds the company website, and gathers information. It then locates both company and personal LinkedIn profiles to extract additional details. All information is updated in HubSpot and a summary is sent to the sales team with key details about the prospect including their role, company information, and potential needs. This saves hours of manual research and ensures sales reps are fully prepared for each demo call.”

This simple explanation tells Omnimind exactly what your agent needs to do without technical jargon or complex formatting. It covers the trigger mechanism, research process, and expected output in straightforward language.

Click “Next” after entering your description to continue setting up your agent.

Step 7: Choose Your Tools & Services

Now it’s time to select the specific tools your Demo Call Prep Agent will use. This is a critical step that defines your agent’s capabilities. From the available tools, select these essential ones:

Google Search: This powerful tool helps your agent find LinkedIn profiles for both the prospect and their company. It performs targeted searches using the contact’s name and company to locate their professional profiles.

Scrape Webpage: This tool scrapes data from company websites to gather information about the prospect’s organization. It can identify company size, industry focus, product offerings, and even find links to their LinkedIn company profile.

LinkedIn Person Profile: This specialized tool extracts detailed information from personal LinkedIn profiles including job titles, work history, skills, education, and recent activities. This provides valuable context for personalizing your sales approach.

LinkedIn Company Profile: This tool gathers company details from LinkedIn including industry, size, founding date, and recent updates. This helps sales reps understand the organization’s structure and needs.

HubSpot Get Contact: This integration retrieves existing contact information from your CRM, establishing the foundation for your research. It pulls the contact’s name, email, and any existing details.

HubSpot Update Contact: This tool updates your CRM with all the newly discovered information, ensuring your database stays enriched and current. It adds LinkedIn profile URLs, job details, and company information.

Gmail Email Sender: This tool automatically sends notifications with complete prospect profiles to your sales team, ensuring they’re prepared for upcoming demo calls with all the relevant information in one place.

These tools work together in a seamless workflow – first retrieving basic contact details, then researching across websites and LinkedIn, and finally enriching your CRM while notifying your team. The entire process happens automatically when triggered by new contacts being added to your specified HubSpot list.

Select each tool by clicking on them, then click “Next” to continue building your Demo Call Prep agent.

Step 8: Add Knowledge Sources

In this step, provide your AI agent with the knowledge it needs to perform effective prospect research. You can upload valuable resources such as:

Sales playbooks
Industry insights documents
Buyer persona frameworks
Common pain points by industry
Question templates for different prospect types

These resources help your agent understand: How to identify relevant information from LinkedIn profiles Which company details are most valuable for sales conversations How to format prospect summaries for maximum usefulness What types of insights help sales reps personalize their demos

Click “Next step” to continue building your Demo Call Prep agent.

Step 9: Workflow Generation

Omnimind will generate a sample workflow for your agent, to fully utilize the AI agent, we recommend using this workflow.

The workflow will include steps like:

Retrieving contact information from HubSpot
Extracting the domain from email addresses
Finding company websites and LinkedIn profiles
Locating personal LinkedIn profiles
Gathering detailed information from all sources
Updating HubSpot with enriched data
Sending notifications to the sales team

If you run into any issues with the generated workflow, Here is our recommended workflow for this Agent:

When you receive a HubSpot contact that was added to the ‘Demo Call Prep Bot (test)’ list according to the trigger settings, you must run the following flow

### Step 1: Retrieve HubSpot contact

Retrieve HubSpot contact by HubSpot Get Contact tool. Save contact id, First and Last names and email address

### Step 2: Check if the Name is Given

You must analyze information from Step 1 and if there’s no First and Last name given, you must retrieve the email address and validate if the text before the ‘@’ symbol can be a real person’s name. For instance: ‘gk@omnimind.ai’, ‘i21479124@procoders.tech’, or ‘sales@theibigshop.com’ all aren’t names, while ‘johndoe@procoders.tech’, ‘jenn@luxrecruitment.com’, and ‘andrew.long@outlook.com’ clearly have names in the address (John Doe, Jenn, and Andrew Long respectively).

If there’s no name in the email address, you must return ‘NO NAME’ and ignore all the following steps.

### Step 3: Define the Company Name and Domain

You must analyze information from Step 1 and retrieve the email address and validate if its domain name (text after the ‘@’ symbol) can be a company’s name. For instance: ‘john@procoders.tech’, ‘andrew@omnnimind.ai’, or ‘jake@thebigshop.com’ all have company names (ProCoders, OmniMind, and The Big Shop), while ‘kate.wolff@outlook.com’, ‘erl.strike@gmail.com’, and ‘hugh.mole@icloud.com’ are clearly personal emails addresses that do not include company names. Save company name and company domain.

If there’s no company name in the email address, you must return ‘NO COMPANY NAME’ and ignore all the following steps.

### Step 4: Search for Company LinkedIn Profile on Google

Using the Website Content Extractor, scrape data from the website by domain URL that you defined on the Step 3. Find link to the Company Linkedin profile. If you found several linkedin links, exclude personal profile urls that look like this https://www.linkedin.com/in/***. The link that you should save has such structure https://www.linkedin.com/company/company_name or https://www.linkedin.com/company/company_domain

If no search results are found or there is an error, you must return “NOT FOUND” and ignore Step 5.

### Step 5: Retrieving Company LinkedIn Profile URL

Retrieve Company LinkedIn profile by URL with LinkedIn Company Profile

### Step 6: Search for Personal LinkedIn Profile on Google

It is strictly forbidden to perform this step more than once.

Using the Google Search tool, perform the following exact query:

‘name company_name site:linkedin.com’ where instead of “name” and “company_name” you use the information from step 1 and return LinkedIn personal profile URL like https://www.linkedin.com/in/*** from the search result. You must return only the first URL from the search results. You must perform only one Google search.

If there’s no First and Last name given, use the information from Step 2.

If no search results are found or there is an error, you must return “NOT FOUND” and ignore all the following steps.

### Step 7: Retrieving LinkedIn Profile URL

Retrieve LinkedIn person profile by URL with LinkedIn Person Profile tool.

### Step 8: Enriching data from the contact’s LinkedIn Profile

Using the HubSpot Update Contact tool update HubSpot contact with saved contact id from Step 1 with data retrieved from Step 5 and Step 7 with LinkedIn profile URL, country, city, and job title, website, industry, company size, founded. It is strictly forbidden to update First Name, Last Name, and Job Title fields, Website URL, Industry, Company size, Company founded on – no matter what you find or the result you get. If you didn’t find any piece of information you must return ‘NOT FOUND’ to the property field related to the piece of information you didn’t find.

### Step 8: Task Status Report

Return the information you added to the HubSpot contact profile to the chat.

### Step 9: Send notification

All data generated in the previous step should be added to the email notification message and sent to natalie@omnimind.ai (both the recipient’s and sender’s email should always be natalie@omnimind.ai. Don) with the subject line: ‘Contact’s Info for Upcoming Demo Meeting’ using Gmail Email SenderW

Step 10: Final Configuration and Launch

We’re at the last step!

Final Touches: Name your AI Agent: Choose an icon that represents Sales Preparation Name your bot “Demo Call Prep Assistant” or something sales-friendly

Configure Your Selected Tools: Google Search Settings LinkedIn Profile tools HubSpot integration with your account Gmail Email Sender with your notification preferences

Review Your Complete Setup: ✅ Agent Type: Demo Call Preparation ✅ Tools Connected: Google Search, Website Content Extractor, LinkedIn tools, HubSpot tools, Gmail ✅ Knowledge Sources: Sales resources and frameworks ✅ Interaction Widget: Chat interface ✅ Activation: Triggered by new contacts added to HubSpot list

Once everything is configured, hit the “Launch” button, and your AI Demo Call Prep assistant will be ready to transform hours of prospect research into seconds of insights!

By Oleg Kopachovets Published: Mar 31, 2025

Last updated: Apr 2, 2025

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Build an AI Meta Description Auditor Agent for SEO Teams

Updated at: 02/04/2025

By Oleg Kopachovets

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9 min.

Why SEO Teams Need to Automate Meta Description Audits
Step 1: Begin Your AI Journey
Step 2: Define Your Agent’s Goal
Step 3: Choose Your Integration Needs
Step 4: Set Up Your Data Access
Step 5: Choose Your Interaction Channel
Step 6: Define the Agent Workflow
Step 7: Choose Your Tools & Services
Step 8: Add Knowledge Sources
Step 9: Workflow Generation
Step 10: Final Configuration and Launch

Why SEO Teams Need to Automate Meta Description Audits

SEO is a game of details, and meta descriptions are some of the smallest, but one of the most powerful, pieces of the puzzle. A well-crafted meta description doesn’t just improve your search rankings—it directly influences your click-through rate (CTR). However, keeping track of thousands of pages and ensuring every meta description is optimized can feel like an endless task.

Did you know that over 50% of pages on the web have missing or poorly optimized meta descriptions? That’s a huge opportunity missed for increasing organic traffic (Moz, 2023). Manually auditing meta descriptions across a site can take hours—especially on larger sites.

But what if you could automate this entire process, ensuring that every page on your website is up to SEO standards with just a few clicks? Enter the Meta Description Auditor Agent. In this tutorial, we’ll walk you through creating an AI-powered tool that automatically scans your website, identifies missing or problematic meta descriptions, and provides actionable recommendations for optimization—all while saving your SEO team precious time.

Ready to supercharge your meta description audits? Let’s dive in!

Step 1: Begin Your AI Journey

Sign up or log in to Omnimind.ai and start creating your first AI Agent! Click on the “Get Started” button in the Create AI Agent section.

Step 2: Define Your Agent’s Goal

For your Meta Description Auditor Agent, select “Answer with knowledge” as your agent’s primary goal. This option is perfect for creating a comprehensive SEO audit tool because it will:

Help SEO teams identify pages with missing or problematic meta descriptions
Automatically scan websites to find indexed pages across different sections
Analyze meta descriptions for optimal length, relevance, and keyword usage
Provide detailed recommendations to improve search appearance and click-through rates

Step 3: Choose Your Integration Needs

For your Meta Description Auditor Agent, select “Yes, my agent needs to use specific APIs, services, scrapers, or tools” when asked about integrations.

This option is essential because your agent will need to connect with multiple services to gather comprehensive website information. The specific tools will be selected in Step 7, but for now, we’re simply indicating that your agent will require external integrations.

Click “Next” to continue setting up your agent.

Step 4: Set Up Your Data Access

Empower your AI with comprehensive data access capabilities:

Website pages and structures
Meta description tags
Page titles and heading elements
URL patterns and site architecture
SEO best practices
Industry-specific optimization guidelines

Step 5: Choose Your Interaction Channel

Get direct access to all your analysis in real time via the chatbot, choose “I will use the agent on my own”:

Seamless chat interface
Multi-device functionality
Instant SEO insights
Comprehensive audit reports
Actionable recommendations

Wait for Omnimind to craft the perfect AI Agent for you!

Step 6: Define the Agent Workflow

In this step, you’ll need to provide a clear description of how your Meta Description Auditor Agent should work. This helps Omnimind craft the perfect workflow for your agent.

Enter a description like this:

“This agent helps SEO teams identify and optimize meta descriptions across their websites. When given a domain, the agent automatically uses Google Search to find all indexed pages on the site, including blog posts, product pages, and key sections. It then analyzes each page’s meta description for presence, length, keyword usage, and uniqueness. The agent generates a comprehensive report identifying missing meta descriptions, those that are too short or long, and duplicates. It provides page-specific optimization recommendations with suggested meta descriptions tailored to each page’s content. This saves hours of manual auditing and ensures websites have properly optimized meta descriptions for better search visibility and click-through rates.”

This simple explanation tells Omnimind exactly what your agent needs to do without technical jargon or complex formatting. It covers the trigger mechanism, research process, and expected output in straightforward language.

Click “Next” after entering your description to continue setting up your agent.

Step 7: Choose Your Tools & Services

Now it’s time to select the specific tools your Meta Description Auditor Agent will use. This is a critical step that defines your agent’s capabilities. From the available tools, select these essential ones:

Google Search: This powerful tool helps your agent find all indexed pages on the target website. It performs specialized searches using site: operators and URL patterns to locate homepage, blog posts, product pages, and other important sections.

Scrape Webpage: This tool analyzes each identified page to extract meta descriptions, page titles, and content. It can identify missing tags, measure character lengths, and extract context to suggest optimized descriptions.

AI Model Configuration: This tool helps generate tailored meta description recommendations based on page content and industry best practices. It ensures suggestions are the right length, include relevant keywords, and align with each page’s purpose. Feel free to choose your favorite AI Model, (ChatGPT, Anthropic, Llama, etc.)

The entire process happens automatically when triggered by a domain audit request.

Select each tool by clicking on them, then click “Next” to continue building your Meta Description Auditor agent.

Step 8: Add Knowledge Sources

In this step, provide your AI agent with the knowledge it needs to perform effective meta description audits. You can upload valuable resources such as:

SEO best practices documents
Meta description optimization guides
Industry-specific keyword research
Click-through rate studies
Search snippet length guidelines

These resources help your agent understand:

How to identify relevant keywords for different page types
Which meta description formats drive higher click-through rates
How to optimize descriptions for different industries
What common meta description issues to look for
How to prioritize fixes by SEO impact

Click “Next step” to continue building your Meta Description Auditor agent.

Step 9: Workflow Generation

Omnimind will generate a sample workflow for your agent. To fully utilize the AI agent, we recommend using this workflow.

The workflow will include steps like:

Receiving a domain to audit
Using Google Search to find all indexed pages
Scraping each page to analyze meta description status
Identifying missing or problematic meta descriptions
Generating optimized recommendations
Creating a comprehensive audit report with tables
Prioritizing fixes by SEO impact

If you run into any issues with the generated workflow, here is our recommended workflow for this Agent:

## Step 1:

When a trigger query provides a domain (e.g., “Audit meta descriptions for example.com”), use Google Search with specialized queries to identify important pages on the domain:

– site:domain.com (to find indexed pages)

– site:domain.com/blog (to find blog posts)

– site:domain.com inurl:product (to find product pages)

– site:domain.com inurl:category (to find category pages)

– site:domain.com inurl:service (to find service pages)

– site:domain.com inurl:about (to find about pages)

– site:domain.com inurl:contact (to find contact pages)

Create a comprehensive list of URLs from these search results. Remove any duplicate URLs to create a master list of pages to analyze.

## Step 2:

For each URL identified, use Scrape Webpage to:

– Extract the page title from the <title> tag

– Check if a meta description tag exists in the page’s <head> section

– Extract the meta description content if present

– Identify the page type (homepage, blog post, product page, etc.)

– Extract h1 headings and primary content to understand page context

– Identify if canonical tags are present (to avoid reporting on duplicate content pages)

## Step 3:

Analyze each meta description and title to identify:

– Missing meta descriptions

– Meta descriptions that are too short (less than 70 characters)

– Meta descriptions that are too long (more than 160 characters)

– Duplicate meta descriptions across different pages

– Meta descriptions that don’t include primary keywords

– Titles that are too short or too long (optimal is 50-60 characters)

– Misalignment between title, meta description, and page content

## Step 4:

Generate a comprehensive meta description audit report that includes:

1. Executive summary showing:

   – Total pages checked

   – Number of pages missing meta descriptions

   – Number of pages with duplicate meta descriptions

   – Number of pages with meta descriptions that are too short/long

   – Overall SEO impact assessment

2. Detailed findings organized in tables by page type:

   | Page Type | URL | Page Title | Meta Description | Status | Character Count |

   |———–|—–|————|——————|——–|—————-|

   | Homepage | example.com | Example Site | We provide… | Missing | 0 |

   | Blog Post | example.com/blog/post | Blog Title | Short description | Too Short | 45 |

3. Optimization recommendations table:

   | URL | Current Title | Current Meta Description | Optimized Title | Optimized Meta Description | Primary Keywords |

   |—–|————–|————————–|—————–|—————————-|—————–|

   | example.com | Example Site | None | Improved Title | Suggested meta description… | keyword1, keyword2 |

   | example.com/blog | Blog | Short… | Better Blog Title | Enhanced meta description… | keyword3, keyword4 |

4. Prioritized list of pages needing attention:

   – High-priority pages (homepage, main navigation, high-traffic pages)

   – Medium-priority pages (blog posts, secondary navigation)

   – Low-priority pages (archive pages, tag pages, etc.)

For each page needing optimization, provide specific recommendations tailored to the page content and purpose.

Step 10: Final Configuration and Launch

We’re at the last step!

Final Touches:

Name your AI Agent: Choose an icon that represents SEO Auditing
Name your bot “Meta Description Auditor” or something relevant so you could easily find it

Configure Your Selected Tools:

Google Search Settings
Webpage Scraper configuration
AI Prompt preferences
Google Docs Template format

Review Your Complete Setup:

✅ Agent Type: Meta Description Auditor
✅ Tools Connected: Google Search, Webpage Scraper, AI Prompt, Google Docs Template
✅ Knowledge Sources: SEO resources and best practices
✅ Interaction Widget: Chat interface
✅ Activation: Triggered by domain audit requests

Once everything is configured, hit the “Launch” button, and your AI Meta Description Auditor will be ready to transform hours of manual SEO auditing into seconds of actionable insights!
Congratulations! You’ve now built an AI-powered Meta Description Auditor Agent that will transform the way you approach SEO audits. No more manually searching for missing descriptions or worrying about character counts. Your agent will now automatically scan your entire site, pinpoint issues, and deliver tailored recommendations—all in seconds.

By Oleg Kopachovets Published: Mar 24, 2025

Last updated: Apr 2, 2025

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How to Write AI Prompts [27 Proven Tips & Examples]

Updated at: 02/04/2025

By Oleg Kopachovets

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24 min.

How AI Prompts Work
Types of AI Prompts
How to Write Prompts for AI
Conclusion: Master AI Prompting Like a Pro

Getting great results from AI isn’t just about what you ask—it’s about how you ask. Writing AI prompts effectively can be the difference between a vague, generic response and a well-structured, insightful answer that actually saves time and effort.

Think of AI as an assistant. If you give unclear instructions, you’ll get unclear results. But when you structure your prompts properly, you guide AI to deliver more accurate, relevant, and useful responses.

Here’s a quick example of why this matters:

(Generic, unhelpful)

(Much more useful!)

So, how to write good AI prompts?

By following the right prompting techniques, you can make AI work for you, not against you. In this guide, we’ll break down 27 proven tips and examples to help you write better prompts, optimize AI responses, and get real value out of tools like ChatGPT.

How AI Prompts Work

AI isn’t magic (as much as we wish it were).

AI doesn’t think or understand the way humans do. Instead, it generates responses based on patterns in language.

When you give an AI a prompt, you’re providing instructions that guide its output—whether it’s text, code, or an image. Think of it like asking a very advanced autocomplete system to expand on your idea. The AI analyzes billions of language patterns and outputs the most likely response based on the input it receives.

The clearer and more specific your prompt, the better the AI can generate a useful response.

Now, if you want to find out more technical info about how AI responds, here you go!

(And if you’re a non-tech specialist and want to get straight to the prompt tips, we recommend you to scroll for a bit.)

The Core of AI Responses: Tokens & Context

When you type something into ChatGPT (or any AI model), here’s what happens behind the scenes:

Your input (the prompt) is broken down into “tokens.”
- A token is usually a word or part of a word. For example, “Marketing strategies” might be split into “Marketing” and “strategies” as two tokens.
- The more tokens you use, the more context AI has to work with—but also, the more it costs in AI-powered tools!
The AI analyzes the tokens and predicts the best possible response.
- It doesn’t “think” about the meaning of words—it matches patterns from everything it was trained on. (By the way, with OmniMind, you can train the AI chatbot on your own data.)
- If your prompt is vague, it pulls from generic patterns (which is why you sometimes get generic answers).
- If your prompt is specific, it finds more relevant patterns and generates detailed responses.
It considers past messages (up to a limit).
- AI has a limited memory—it only “remembers” the last few thousand tokens in a conversation.
- That’s why long conversations sometimes feel like the AI is “forgetting” earlier details.

Garbage In, Garbage Out: Why Prompt Quality Matters

AI is like a mirror—if you give it a messy, unclear question, you’ll get a messy, unclear answer back. But if you structure your prompt well, AI will give you way better responses.

Here’s an example:

(Vague, too broad—AI won’t know what you need!)

(Now AI understands your industry, budget, and goal, so the answer will be much more useful!)

Types of AI Prompts

How to write better AI prompts? First, we have to understand what types there are.

Type	Description	Example
Generative Prompts	Used for creating content such as articles, stories, poems, or scripts.	📌 “Write a 500-word blog post on ‘How AI is Transforming Outbound Lead Generation.’ Focus on the challenges sales teams face, like time-consuming research and low response rates, and explain how AI solves these issues. Cover practical applications such as AI-driven lead enrichment, personalized outreach, automated follow-ups, and predictive analytics. Use real-world examples or industry trends to illustrate the impact. Keep the tone engaging and actionable, avoiding fluff.”
Informational Prompts	Designed to retrieve factual information or insights from AI.	📌 “What are the top B2B marketing trends for 2025? Provide a well-researched answer based on industry insights, focusing on emerging strategies and technologies shaping B2B marketing. Use clear examples and data where possible to make the insights practical for marketers.”
Analytical Prompts	Used for breaking down concepts, comparing ideas, or analyzing data.	📌 “Compare the benefits of inbound vs. outbound marketing for SaaS companies. Analyze how each approach impacts lead generation, conversion rates, and customer acquisition costs. Discuss which strategy works best in different growth stages of a SaaS business and how companies can combine both for optimal results. Use data, industry examples, and real-world case studies to support your points.”
Instructional Prompts	Provide step-by-step guidance or tutorials.	📌 “Explain how to set up an email automation workflow in HubSpot. Write a step-by-step that is easy to understand for a non-tech person.”
Conversational Prompts	Used to simulate natural conversations, often for chatbots or AI assistants.	📌 “Act as a customer support agent and help a user troubleshoot a login issue. Start by asking clarifying questions to identify the problem (e.g., incorrect password, account lockout, browser issues). Guide the user through step-by-step solutions in a friendly and patient tone. If the issue persists, suggest contacting support. Keep the conversation natural and helpful, ensuring the user feels supported.”
Creative Thinking Prompts	Encourage AI to brainstorm new ideas, solutions, or creative approaches.	📌 “Give me 10 unique social media campaign ideas for a fintech startup. Focus on engaging, creative concepts that showcase the startup’s value while driving brand awareness and customer interaction. Ensure the ideas align with fintech trends and customer pain points, making them both engaging and relevant.
Summarization Prompts	Help condense long pieces of content into key takeaways.	📌 “Summarize this 2,000-word article on AI-driven sales automation in 3 bullet points. /insert article/”
Translation Prompts	Convert text from one language to another.	📌 “Translate this paragraph from English to French: ‘AI is changing how businesses interact with customers.'”
Formatting Prompts	Structure or refine content in a specific format.	📌 “Rewrite this paragraph in bullet points for better readability. /insert paragraph/”
Coding & Technical Prompts	Generate code snippets, debug errors, or explain programming concepts.	📌 “Write a Python function to clean and process customer data from a CSV file. The function should handle missing values, standardize text formatting (e.g., capitalize names, remove extra spaces), and validate email and phone number formats. Use pandas for data handling and include comments explaining each step.”

How to Write Prompts for AI

Tip 1. Define One Goal or Task

Before typing anything into AI, ask yourself: What do I actually need? AI works best when it has a clear, specific objective to focus on.

If your goal is too broad, you’ll get vague, unhelpful answers. If you define one clear task, AI will deliver a precise, relevant response.

Let’s say, you need several LinkedIn posts about AI.

Here’s how you can approach your conversation with ChatGPT.

(Too broad—AI won’t know what you need!)

Pro Tip: If you find yourself typing “Tell me about” or “Explain AI”, stop and make sure you added enough context to your prompt! Try specifying what you want AI to do with that information.

Tip 2. Choose Your AI Tool Depending on Your Goals

Not all AI tools are created equal! Different models have different strengths, limitations, and ideal use cases—and knowing what your AI can (and can’t) do helps you craft better prompts.

Here’s a quick breakdown of some popular AI tools and what they specialize in:

ChatGPT-4 – Can generate text, create images with DALL·E, browse the Internet, and analyze uploaded images and data.
Claude AI – Excels at working with tables, structured data, and database analysis, making it great for organizing information.
Google Gemini (formerly Bard) → Optimized for real-time, web-connected responses and fact-checking.
MidJourney/DALL·E → Specialized in AI-generated images based on text descriptions.
Code Llama/GPT-4 Turbo (for coding) → Best for writing, debugging, and explaining code.
OmniMind — a no-code platform for building AI agents that integrate with various tools and handle tasks beyond just answering questions. They can send personalized emails, scrape and enrich data for outreach, schedule meetings, and automate workflows to fit your business needs.

Why This Matters for Prompt Writing

Imagine asking an AI to do something outside its capabilities:

(ChatGPT-4 without DALL·E can’t do this!)

*DALL·E is an AI image generation model that creates pictures based on text descriptions. It can produce realistic, artistic, or abstract visuals by interpreting detailed prompts. You can find it in your ChatGPT Interface here:

Click “Explore GPTs”

Enter the beginning of the model’s name.

You can also just ask ChatGPT (if you have a Plus or a Pro plan) to use it:

If you understand your AI’s strengths, you can tailor your prompts to get the best possible responses—saving time and avoiding frustration.

Tip 3. Ask AI to Help You Create a Prompt

Sometimes, crafting the perfect AI prompt feels tricky. But here’s a little hack—you can actually ask AI to help you write a better prompt!

AI works best when it has clear instructions, so instead of struggling to figure out the best way to ask, you can start with a basic idea and let AI refine it for you.

Why This Works

AI can suggest better phrasing based on what you need.
It can ask clarifying questions to understand your request better.
It ensures you’re getting the best possible response instead of a vague or generic answer.

If you’re unsure about the best way to phrase something, just type:
“Help me create a prompt for [your task], and ask me clarifying questions before finalizing it.”

This way, AI can guide you toward a better request, saving you time and effort.

Tip 4. Give ChatGPT an Identity (“Act as if…”)

AI responds better when it has a defined role. Instead of just asking a general question, you can tell AI to act as a specific expert, professional, or persona to get more tailored responses.

Recommended: AI Tools for HR

(Now AI knows to provide expert insights in a beginner-friendly way!)

Why This Works

AI adapts its tone, expertise, and style based on the role you give it.
It helps produce more relevant and accurate information.
You get responses that sound more natural and industry-specific.

When giving AI an identity, you can phrase it like:

“Act as a [job role] and…”
“Imagine you are a [specific expert] helping [audience] with [topic]…”
“You are an [industry professional]. How would you approach [task]?”

This helps AI adjust its response and makes the output way more useful.

Tip 5. Use Clear and Precise Language

When writing AI prompts, precision is your best friend. AI tools can handle casual language, but the clearer your request, the better the response.

Why? Because AI isn’t perfect—it can misinterpret vague prompts or even “hallucinate” (generate incorrect information). The more specific and structured your prompt, the less likely it is to go off track.

Let’s see an example:

(AI knows the exact platform, audience, and goal—leading to a much more useful answer!)

Pro tips:

If you get generic answers, reword your prompt to be more specific.

Use numbers (e.g., “Give me five strategies…”) to get structured responses.

If AI misunderstands, tweak your wording instead of re-explaining—sometimes, one word makes all the difference!

Tip 6. Ask Open-Ended Questions

AI works best when you give it some room to think Instead of yes/no questions, try asking open-ended ones that encourage detailed, insightful responses.

A RAG system is very good at such tasks.

Why This Matters

A closed question limits AI’s response. An open-ended question gives AI more flexibility to provide helpful, nuanced answers.

(Yes or no answer—doesn’t spark useful insights.)

(Encourages AI to give a deeper response.)

Tip 7. Offer and Give Specific Context

The more context you give, the better AI understands your request. If you just drop a one-liner, AI has to guess what you mean—which doesn’t always go well.

Why This Matters

If you tell AI, “Write a product description,” it doesn’t know:

What the product is
Who the audience is
The tone you prefer

Instead, guide the AI with specific details:

Example: “Write a playful, engaging product description for a smart water bottle designed for fitness enthusiasts. Highlight features like hydration reminders and temperature control.”

Now, AI can match the tone, audience, and product details correctly!

Tip 8. Provide Examples of Desired Outputs

How to write effective AI prompts? AI learns best by seeing what you want. If you provide an example of a response format, writing style, or structure, AI will mimic it.

Why This Matters

If you want AI to write a press release, just saying “Write a press release” is too vague. But if you provide a sample press release format, AI will follow that style.

Example Prompt: “Write a press release announcing our AI-powered CRM tool launch. Here’s an example of the tone and structure we want: [Insert Example].”

AI will now align its response to the format you like!

Tip 9. Make Your Description Structured and Logical

ChatGPT thrives when tasks are broken down into steps. If your request is too messy or complex, AI might give a confusing or incomplete answer.

Why This Matters

If you ask AI, “How do I start an e-commerce business?” it might give too much information at once.

Better Prompt: “Give me a step-by-step guide to starting an e-commerce business, including product selection, website setup, and marketing strategies.”

Now, AI will organize the response logically, making it easier to follow.

If you get long, overwhelming responses, try saying:
“Break this down into 5 simple steps.”
AI will restructure its answer into digestible pieces!

Tip 10. Include Helpful and Relevant Information Upfront

AI works best when it gets the most important details upfront. If you start with a vague or incomplete prompt, AI will fill in the gaps—and that’s not always helpful.

Why This Matters

The more context you provide at the start, the less back-and-forth is needed to refine the response.

Here’s an example.

(Too vague—what kind of email? Who is the audience? What’s the goal?)

Tip 11. Highlight What Information to Include

AI doesn’t know what’s important to you unless you tell it. If you need specific details in the response, learn how to write AI prompts clearly.

Why This Matters

If you want AI to write a product description, don’t just say:

(AI might leave out key details.)

Now, let’s try this:

Sounds better, right? Now, AI will include the details that matter!

Tip 12. Highlight What Information to Exclude

Sometimes, AI adds extra fluff or includes details that aren’t relevant. You can prevent this by specifying what NOT to include in your prompt.

Why This Matters

Let’s say you ask ChatGPT:

“Summarize this article on AI in sales.”

AI might include unnecessary details and make the summary way too long.

Try this instead:

“Summarize this article on AI in sales. Keep it under 200 words and exclude historical context—just focus on current trends and use cases.”

By telling AI what to leave out, you get a more focused response.

Tip 13. Build on Previous Prompts

You don’t have to cram everything into a single prompt. AI can build on past responses, allowing you to refine and improve your request step by step.

Why This Matters

Instead of starting over, continue refining, but add clarity.

“Rewrite this article summary to be shorter.” (No reference to the previous version.)

Even if you write this to, say, a copywriter working for you, they won’t understand what exactly you want, let alone AI.

200 words? 500 words? A general summary or a list of key takeaways? It’s going to be a back-and-forth dialogue with a guessing game. Try this instead:

“Make this summary more concise, keeping only the key takeaways and removing vague sentences.”

AI will adjust the response without losing context—making the process much smoother!

Pro tip: If AI doesn’t get it right the first time, don’t be afraid to adjust and build on previous prompts. Each tweak helps refine the output!

Tip 14. Use Quotes If You Need to Work with Exact Text

If you need AI to modify, analyze, or format specific text, put it in quotes (or inside brackets) so AI treats it as a clear reference.

Why This Matters

AI can sometimes misinterpret your request if the text isn’t clearly marked.

For example:

You can continue refining this description by asking ChatGPT to avoid overused stylistic words like “seamless” and “efficiency”, provide more info about your product and audience, etc.

Pro tip: If you need multiple versions, say: “Rewrite the following in both a formal and a casual tone: ‘…’ “

Tip 15. Choose a Relevant Tone of Voice and Writing Style

AI can match the tone of voice you need—as long as you tell it what tone to use!

Why This Matters

A social media post should sound different from a legal document. AI needs direction.

So, instead of asking AI to:

“Write a LinkedIn post about AI in sales.”

(AI might use a tone that doesn’t fit your brand.)

Try this:

“Write a LinkedIn post about AI in sales using a conversational and engaging tone that encourages discussion.”

(Now AI knows how to phrase it!)

Pro tip: Specify tone with words like:

Conversational

Professional

Persuasive

Playful

Storytelling-style

Tip 16. Give Examples to Base the Response On

AI is great at mimicking patterns—so if you give it an example, it will match the style, format, and tone.

Why This Matters

If you ask AI to write a press release but don’t provide a sample, the result might be generic.

So, don’t ask AI to:

“Write a press release about our new product launch.”

(Too vague—AI doesn’t know the preferred structure.)

Instead, try this:

“Write a press release about our new product launch. Here’s an example of a past press release we liked: [Insert Sample].”

(Now AI can match the exact format!)

Tip 17. Include the Length of Your Responses

AI doesn’t automatically know how long you want the response to be—so if you need a specific length, mention it!

Why This Matters

Different platforms and formats have character limits, and AI won’t follow them unless told.

Let’s try this:

(It fits Twitter’s character limit!)

Pro tip: Use clear length requests like:

“Under 100 words”

“280 characters max”

“A one-sentence summary”

Tip 18. Use Model-Specific Expressions

Different AI models respond better to certain phrases. While most AI tools understand natural language, some commands work better than others, depending on the model you’re using.

Why This Matters

A prompt that works well for ChatGPT-4 might need slight adjustments for OmniMind, Claude AI, or Gemini.

Try something like this:

“Rewrite this in a more engaging tone with short, punchy sentences and an active voice.”

If you don’t get the right results, try tweaking your prompt, and you’ll find a suitable format, a common ground, so to speak, between you and your model.

Pro Tip: If a response doesn’t match your expectations, rephrase the prompt using more direct instructions.

Tip 19. Ask to Add Emojis and Simplify Text

If you’re writing for social media or a casual audience, adding emojis makes content more engaging and scannable. AI can also simplify technical text for better readability.

Why This Matters

AI often defaults to a neutral, professional tone. If you want playfulness or visuals, ask for it!

This looks like a short, informational, easy-to-read post for your LinkedIn. If it doesn’t match your style, just tell AI about it, providing details as to what you want the post to look like.

Tip 20. Ask for Uncommon Ideas & Analogies

AI tends to default to safe, common responses, but you can push it to be more creative by asking for uncommon ideas or using analogies.

Why This Matters

If you want fresh, out-of-the-box thinking, you have to nudge AI in that direction.

Just like when you’re talking to a person, you have to provide specifics. Build communication instead of throwing in short prompts that are difficult to understand properly.

See? The tips are not only creative, but the way ChatGPT describes them keeps us engaged and wanting more!

Tip 21. Give the AI a Structure to Follow

AI gives better responses when it knows what structure you want. If you don’t specify, it might ramble or organize things in a way that doesn’t fit your needs.

Why This Matters

A structured request means a structured answer.

AI follows a clear format!

Pro tip: You can specify:

Bullet points vs. paragraphs

Numbered lists vs. sections

Headings for organization

Tip 22. Specify the Format of the Response

AI is flexible—it can give answers as bullet points, paragraphs, lists, tweets, tables, or even in a formal press release format. But it won’t know which one you want unless you tell it.

If you don’t specify, you might get a long, dense paragraph from your PDF analysis, for example, when you actually wanted quick bullet points or a one-sentence summary.

This is how you get more information, less vague wording, and readable structure!

Want an email format? Say so. Need a table comparing two things? Just ask. The clearer you are about the format, the more useful the response will be.

Tip 23. Chain Multiple Prompts

Instead of asking for everything in one long prompt, break it down step by step. This is called prompt chaining, and it helps AI stay focused and deliver better results.

If you pile too many instructions at once, AI might skip details, get confused, or rush through sections. By splitting the request into smaller pieces, you get more control over the output.

For example, here’s a prompt that may be quite confusing:

“Write a blog post about AI in retail, covering an introduction, benefits, challenges, case studies, and a conclusion.”

(Too much at once—AI might rush through key points!)

And here’s a sequence we would’ve used.

“Write an introduction for a blog post on AI in retail.”
“Now, list three key benefits of AI in retail.”
“Next, describe the biggest challenges businesses face when adopting AI.”
“Provide a case study of a retail company successfully using AI.”
“Finally, write a conclusion summarizing the impact of AI on retail.”

This method keeps responses more structured and detailed while letting you refine things along the way.

Tip 24. Test Your Prompts Before Using the Output

Not all prompts work perfectly the first time. Sometimes, AI misunderstands, adds fluff, or leaves out something important. Instead of assuming the first response is the best, test your prompts a few times to make sure they give consistent and useful results.

If the answer seems off, tweak your wording or add more details.

(Now AI knows exactly what to highlight!)

Is the answer still not what you’re looking for? Test it a couple of times. If AI keeps misunderstanding something, rephrase the request to be even clearer.

Tip 26. Give the Model Time to “Think”

AI models don’t actually think, but they do reason through problems in a step-by-step way—just like we do when solving a math problem or analyzing a complex issue. If you push AI to answer too quickly, it might skip steps or make reasoning mistakes.

By prompting AI to explain its thought process first, you can get more accurate, well-structured answers instead of quick, error-prone responses.

How This Works in Practice

Instead of asking for an instant response, guide the AI through a reasoning process:

Bad AI Prompt: “What’s 17 × 28?” (AI might try to guess instead of calculating properly.)
Good AI Prompt: “Break down the steps for multiplying 17 × 28 before giving me the final answer.”

This also applies to complex topics:

(AI might rush and miss key details.)

Now, let’s try a different approach and let our AI think for a bit.

This sounds much more actionable, don’t you think? Now, we can build a conversation on top of these steps.

Additional Tactics to Improve AI’s Reasoning

Instruct the model to work out its own solution before answering → “Explain your reasoning before giving the answer.”
Use an inner monologue → “Walk me through how you would analyze this problem before making a recommendation.”
Ask if it missed anything → “Review your answer and check if anything important was left out.”

This technique works especially well for logic-based problems, complex decision-making, and long-form content where depth and accuracy matter.

Tip 26. Instruct AI on the Wording

We’ve all seen those AI-generated pitches that sound a little too polished and dramatic—full of phrases like “unlock the power,” “unleash the potential,” “seamless experience,” and “trusted expertise.” While these words aren’t inherently bad, they often feel generic and robotic—making it obvious that the message wasn’t written by a human.

This can lower trust and make your content less engaging because it sounds like a template rather than something authentic.

If you want AI to generate clear, natural, and human-like writing, tell it to avoid overused stylistic words and focus on straightforward, meaningful messaging.

Here’s what we mean:

(Might return something generic and cliché.)

This one is clear and very human-like and doesn’t make our eyes twitch like all the “revolutionary, transformative, unlock-the-power-ish experiences” we see on so many websites nowadays.

If AI keeps giving you fluffy, overused wording, try adding:

“Keep the tone simple and natural.”
“Avoid vague marketing phrases and focus on real benefits.”
“Use clear, conversational language instead of corporate jargon.”

This will immediately improve AI-generated content, making it sound more human and engaging.

Tip 27. Consider Upgrading to ChatGPT Plus (or Another Premium AI Plan)

If you use AI regularly, investing in a premium version like ChatGPT Plus can be worth it. Paid models are often faster, more accurate, and less likely to misunderstand your requests.

Here’s why some people go for premium AI:

Better reasoning – AI handles complex prompts more effectively.
Faster responses – No more waiting for long-form answers.
Access to the latest models – Some features, like web browsing or file analysis, are only available in premium versions.

If you rely on AI for work, upgrading can save you time and effort in the long run.

Conclusion: Master AI Prompting Like a Pro

Writing AI prompts isn’t just about getting a response—it’s about getting the right response. When you’re clear, structured, and intentional with your prompts, AI becomes a powerful tool that actually saves you time instead of making you rewrite vague, robotic answers.

By now, you know how to:

Ask better questions for more useful answers
Provide context so AI doesn’t have to guess
Avoid clichés that make your content sound generic
Break down complex requests into logical steps
Use AI’s strengths to get the best results

The best part? Once you start testing and tweaking your prompts, you’ll see how easy it is to get AI to work for you instead of the other way around.

And if you’re looking for an AI tool that doesn’t just generate text but actually helps you build smarter, more personalized AI agents?

That’s where OmniMind comes in.

Whether you need to automate customer support, optimize workflows, or create an AI assistant tailored to your business (without the overused marketing fluff), OmniMind has the tools to get it done, your way.Ready to put AI to work for you? Let’s make it happen.

By Oleg Kopachovets Published: Mar 17, 2025

Last updated: Apr 2, 2025

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Everything You Wanted to Know About Microsoft AI Chatbot and How It Compares to the Competition

Updated at: 02/04/2025

By Oleg Kopachovets

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14 min.

What Is the Name of Microsoft AI Chatbot?
How Microsoft AI Chatbot Leverages OpenAI’s GPT Models and Microsoft’s AI Research
So, What Is Microsoft AI Chatbot?
How It Compares to Other AI Chatbots
Who Should Use Microsoft AI Chatbot?
How to Use Microsoft AI Chatbot
Future Updates
Limitations of Microsoft AI Chatbot
How Omnimind Enhances AI Productivity
Conclusion

Microsoft AI chatbot is revolutionizing workplaces, offering tools that enhance productivity and streamline operations. However, this rapid integration has elicited mixed reactions among U.S. workers. A recent Pew Research Center survey reveals that 52% of U.S. workers express concerns about AI’s impact on their jobs, and 32% fear it could reduce employment opportunities in the long run.

Despite these concerns, AI-powered tools, like Microsoft AI chatbot, are proving to be valuable assets in professional settings.

40% of workers who have used AI chatbots report that these tools help them complete tasks faster, while 29% say they improve work quality.
Younger professionals, in particular, benefit from AI assistance—44% of workers aged 18-49 say chatbots enhance their efficiency, compared to 29% of those 50 years and older.

Recognizing this shift, Microsoft is aggressively expanding its AI ecosystem. The company has integrated AI-powered solutions across its product lines, enhancing workplace productivity through tools like Microsoft AI chatbot—Copilot. Upcoming developments, including announcements at the April 4th Copilot AI event, further highlight Microsoft’s commitment to AI-driven innovation.

As you may know, AI adoption requires proper implementation and workforce training. Many organizations struggle with AI deployment, and a lack of formal AI strategies leads to stagnation in adoption. AI literacy is becoming a critical factor, with major corporations already investing in training programs to equip employees with AI skills.

In this evolving AI landscape, solutions like Omnimind provide businesses with seamless automation and AI-driven workflows, helping organizations bridge the gap between AI adoption and practical implementation.

This article explores Microsoft’s AI chatbot ecosystem, how it works, and how businesses and professionals can use its capabilities. We’ll also compare it with ChatGPT, Google’s Gemini, and Omnimind.ai to help you determine which AI assistant best fits your needs.

What Is the Name of Microsoft AI Chatbot?

Microsoft’s AI chatbot comes in different forms, each serving distinct purposes:

Bing Chat (now integrated with Copilot)—originally launched as Bing Chat, this AI-powered assistant is built into Microsoft Edge and Bing search, offering real-time web results powered by OpenAI’s models.
Microsoft Copilot—the evolution of Bing Chat, now embedded in Windows and Office 365 apps like Word, Excel, Outlook, and Teams, enhancing productivity.
Azure AI Bot Service—a platform that allows developers to create and deploy custom AI chatbots for business applications.

History of Branding Changes

Microsoft’s AI chatbot development journey has undergone significant branding transformations, reflecting its evolving AI strategy and commitment to integrating advanced technologies across its product ecosystem.

Bing Chat: Inception

In February 2023, Microsoft introduced a new version of its Bing search engine, featuring an AI-powered chatbot known as Bing Chat. This innovation aimed to enhance user search experiences by providing conversational interactions and more personalized responses. Bing Chat was integrated into the Microsoft Edge browser, allowing users to engage with the chatbot seamlessly while browsing. The initial rollout garnered substantial interest, with over a million users joining the waitlist within 48 hours.

Microsoft 365 Copilot: Enhancing Productivity

Building on the success of Bing Chat, Microsoft announced Microsoft 365 Copilot in March 2023. This AI assistant was designed to integrate with Microsoft 365 applications, such as Word, Excel, and Outlook, to boost productivity by assisting with tasks like drafting emails, generating content, and analyzing data. The introduction of Copilot marked a significant step toward embedding AI deeply into daily workflows, enabling users to leverage AI capabilities within familiar applications.

Windows Copilot: AI Integration into the Operating System

In May 2023, at the Build developer conference, Microsoft unveiled plans to integrate an AI assistant directly into Windows 11, known as Windows Copilot. This feature aimed to provide users with a centralized AI companion capable of performing various tasks, from adjusting settings to summarizing documents, thereby enhancing the overall user experience within the operating system.

Unified Branding: Transition to Microsoft Copilot

To streamline its AI offerings and present a cohesive brand identity, Microsoft embarked on a rebranding initiative in late 2023:

September 2023. Microsoft began unifying its AI tools under the “Copilot” brand. The Microsoft 365 Copilot was rebranded to Microsoft Copilot, accompanied by a new logo distinct from the traditional Microsoft 365 emblem.
October 2023. Windows Copilot, previously available through the Windows Insider Program, was officially renamed Microsoft Copilot as it became broadly accessible to users.
November 2023. Bing Chat was rebranded as Microsoft Copilot, signifying its integration into the broader Copilot ecosystem and reinforcing Microsoft’s commitment to a unified AI experience across its platforms.

Expansion and Accessibility

Continuing its efforts to make AI tools widely available, Microsoft undertook several initiatives:

December 2023. Copilot was added at no extra cost to many Windows 11 installations, with plans to extend support to Windows 10 users subsequently. Additionally, a standalone Microsoft Copilot app was quietly released for Android, followed by an iOS version, broadening Copilot’s accessibility across different devices.
January 2024. Microsoft announced the introduction of a dedicated Copilot key on Windows keyboards, replacing the traditional menu key, to provide users with quick access to AI functionalities.
February 2025. Microsoft announced that Copilot Voice and Copilot Think Deeper, utilizing OpenAI’s o1 model, would be available free for all Copilot users with unlimited access, further enhancing the AI assistant’s capabilities.

Through these strategic branding changes and feature expansions, Microsoft has demonstrated its dedication to integrating AI seamlessly into its products, aiming to provide users with intelligent, context-aware assistance across various applications and platforms.

How Microsoft AI Chatbot Leverages OpenAI’s GPT Models and Microsoft’s AI Research

Microsoft’s AI chatbot ecosystem is powered by a combination of OpenAI’s cutting-edge GPT models and Microsoft’s proprietary AI advancements. This collaboration has led to some of the most advanced AI-driven chatbot experiences available today, providing users with enhanced capabilities in search, productivity, and automation.

Partnership with OpenAI: Bringing GPT Models to Microsoft AI

Microsoft has been a key investor in OpenAI since 2019, securing exclusive licensing rights to integrate OpenAI’s large language models (LLMs) into its products. This partnership deepened in 2023, when Microsoft committed to a multibillion-dollar investment to further scale OpenAI’s research and deployment efforts.

GPT Models in Microsoft AI Chatbots:

Bing Chat/Microsoft Copilot—runs on GPT-4-turbo, an optimized version of OpenAI’s GPT-4, providing faster responses and real-time web search integration.
Copilot in office apps—utilizes custom-tuned GPT models optimized for productivity tasks like document drafting, data analysis, and email automation.
Azure OpenAI Service—enables businesses to access GPT models via APIs, allowing organizations to develop their own AI-driven applications.

This integration allows Microsoft’s AI chatbots to deliver more contextually aware, natural, and intelligent responses, surpassing traditional rule-based AI assistants.

Microsoft’s Proprietary AI Enhancements

While OpenAI provides the foundational models, Microsoft enhances them with its own AI research to improve performance, efficiency, and enterprise readiness.

Microsoft’s AI Innovations in Copilot & Bing Chat:

Retrieval-Augmented Generation (RAG)

Microsoft integrates RAG techniques to combine real-time web search with GPT-generated responses, ensuring factual accuracy and up-to-date information.

Personalization & Context Retention

Unlike standard GPT models, Copilot in Windows & Office Apps retains session-based memory, allowing for context-aware suggestions and workflow automation.

Enterprise-Grade AI

Azure AI Bot Service and Microsoft Copilot for Business include compliance-focused AI layers, ensuring data privacy, regulatory adherence, and security—critical for industries like finance and healthcare.

This hybrid approach ensures that Microsoft’s AI chatbots aren’t some primitive generic AI assistants, but finely tuned solutions designed for real-world business applications.

How Microsoft’s AI Research Shapes the Future of AI Chatbots

Microsoft is actively leading AI research in such areas as multimodal AI, responsible AI, and AI-human collaboration, integrating these advancements into its chatbot ecosystem.

Key Microsoft AI Research Contributions:

Phi-2 & Custom AI Models

Microsoft has developed lighter, efficient AI models like Phi-2, which power certain embedded AI functionalities within Windows and Edge.

Deep AI Model Training with Azure Supercomputing

Microsoft operates one of the world’s largest AI supercomputing infrastructures on Azure, allowing continuous refinement of AI chat models.

Responsible AI & Bias Reduction

Microsoft has implemented AI ethics safeguards, ensuring safer, less biased, and more transparent AI interactions—particularly in Copilot’s enterprise settings.

These ongoing research efforts position Microsoft’s AI chatbots at the forefront of AI innovation, combining OpenAI’s best models with Microsoft’s proprietary technology.

So, What Is Microsoft AI Chatbot?

Microsoft’s AI chatbot solutions are designed to provide intelligent assistance across different use cases.

1. Bing Chat / Microsoft Copilot

Initially launched as Bing Chat, Microsoft Copilot is built on OpenAI’s GPT models:

Competes directly with ChatGPT, Google Gemini, and other AI chatbots.
Integrated with real-time web search.
Available in Edge browser and Windows OS.
Provides instant answers, summaries, and interactive assistance for general queries.

Example: Educators are using Bing Chat Enterprise to streamline administrative tasks securely. For instance, teachers and administrators use it to summarize documents, assist with lesson planning, and handle data within a protected environment, ensuring student privacy is maintained.

2. Microsoft Copilot in Office Apps

This integration enhances Microsoft 365 applications:

Enhances Word, Excel, Outlook, and Teams with AI-driven productivity tools.
Assists in document creation, data analysis, meeting summaries, and email drafting.

Example: The McKnight Foundation adopted Microsoft 365 Copilot for all staff, resulting in time savings, increased productivity, and allowing the team to focus on strategic priorities.

3. Azure AI Bot Service

Azure AI Bot Service is a cloud-based tool for developing custom AI chatbots:

For customer support automation, business process optimization, and AI-driven interactions.
Supports various industries, from healthcare to e-commerce.

Example: The Kenya Red Cross collaborated with Pathways Technologies to develop a mental health chatbot using Azure AI, enhancing their ability to provide support and resources during critical times.

How It Compares to Other AI Chatbots

Feature	Microsoft Copilot	ChatGPT	Gemini	Omnimind
Real-time Web Search	✅	❌	✅	❌
Office 365 Integration	✅	❌	❌	❌
Custom AI Development	✅ (Azure AI)	✅ (API)	✅	✅
Business Automation	✅	❌	✅	✅
AI Agent Capabilities	✅	✅	✅	✅
Multimodal Support (Text, Voice, Image)	✅	✅	✅	✅
Industry-Specific Customization	✅	❌	✅	✅

Who Should Use Microsoft AI Chatbot?

Microsoft AI chatbot is best suited for:

Business Professionals—automating reports, meeting summaries, and document drafting.
Customer Support Teams—handling routine inquiries, reducing response time, and improving customer experience.
Developers & Enterprises—building AI-powered applications via Azure AI Bot Service.
Students & Educators—generating study materials, summarizing research papers, and assisting in learning.

How to Use Microsoft AI Chatbot

1. Using Microsoft Copilot in Edge and Windows

Microsoft Copilot, integrated into the Edge browser and Windows OS, offers AI-powered assistance for various tasks.

Accessing Copilot:

Open Microsoft Edge and click on the Copilot icon to initiate the AI assistant.

Functionality:

Real-Time Assistance: Ask questions or request summaries with up-to-date web search results.
Voice Commands: Use voice inputs for hands-free operation.

💡Tips:

Personalized News Digests: Copilot can generate news summaries tailored to your browsing habits.
Webpage Interaction: With Copilot Vision, the AI can analyze and interact with the content you’re viewing, offering contextual assistance.

Example: A user shopping online can utilize Copilot Vision to receive tailored product recommendations based on the items displayed on the webpage, enhancing the shopping experience.

2. Enhancing Productivity with Copilot in Microsoft 365 Apps

Copilot enhances various Microsoft 365 applications by providing AI-driven productivity tools:

Word: Assists in drafting documents, summarizing content, and formatting text.
Excel: Offers automated data analysis, generates graphs, and recommends formulas.
Outlook: Facilitates smart email composition, scheduling, and suggests responses.
Teams: Provides AI-powered meeting notes, analyzes chats, and automates workflows.

💡Tips:

Content Generation: Use Copilot to draft emails or reports based on minimal input, saving time.
Data Visualization: Quickly create complex charts in Excel by describing the desired outcome to Copilot.

Example: Accenture and Avanade implemented Microsoft 365 Copilot to streamline workflows, boost productivity and creativity. By integrating Copilot across their operations, they optimized task execution, allowing employees to focus on higher-value activities.

3. Building Custom AI Chatbots with Azure AI Bot Service

Azure AI Bot Service enables the creation of tailored AI chatbots for various applications:

Development: Create conversational AI assistants for websites and applications.
Deployment: Implement bots for customer service, e-commerce, and enterprise automation.
Integration: Leverage Microsoft’s AI and machine learning capabilities for enhanced functionality.

💡Tips:

Multi-Channel Deployment: Deploy chatbots across various platforms, including websites, mobile apps, and social media.
Continuous Learning: Integrate feedback loops to allow the chatbot to learn and improve over time.

Example: Bayer collaborated with Microsoft to develop specialized AI models tailored to the agriculture industry, assisting with agronomy and crop protection inquiries.

Future Updates

Microsoft is actively advancing its AI chatbot technology, focusing on several key areas to enhance user experience and functionality:

Enhanced Conversational Abilities: By developing in-house AI reasoning models, Microsoft aims to make interactions more natural and intuitive.
Autonomous AI Agents: The introduction of AI “agents” capable of performing tasks independently is set to streamline both personal and professional activities.
Visual Interaction with Copilot Vision: The rollout of Copilot Vision enables the AI chatbot to process and interact with visual content, offering users a more immersive browsing experience.
Specialized AI Solutions: Collaborations, such as the development of a Catholic-oriented chatbot, demonstrate Microsoft’s commitment to creating tailored AI solutions that align with specific organizational values and needs.

These developments underscore Microsoft’s dedication to refining its AI chatbot offerings, ensuring they meet diverse user requirements and adapt to emerging technological trends.

Limitations of Microsoft AI Chatbot

While Microsoft AI Chatbot provides powerful automation and productivity enhancements, it is not without its limitations. Businesses considering its adoption should be aware of certain constraints that may affect scalability, customization, and accessibility. Here are some key factors to consider:

Limited Customization in Copilot—while powerful, Copilot is not as flexible for deep business-specific AI development compared to custom GPTs.
Enterprise-Level Integration Requires Azure AI—businesses needing AI solutions beyond Microsoft’s ecosystem may require additional resources.
Feature Availability Depends on Subscription—some AI capabilities in Copilot are only accessible to paid Microsoft 365 users.

How Omnimind Enhances AI Productivity

While Microsoft AI chatbots offer robust tools, Omnimind.ai distinguishes itself by providing a more flexible and user-friendly platform tailored to diverse business needs. Key advantages include:

No Technical Skills Required: Omnimind’s intuitive interface enables users to create and deploy AI assistants without the need for coding or developer assistance. This democratizes AI implementation, allowing teams to innovate without technical barriers.
Custom Training on Proprietary Data: Users can seamlessly import data from various sources such as Notion, PDFs, and Google Drive, allowing AI models to be trained specifically on their unique datasets. This ensures that the AI provides responses that are highly relevant and tailored to the organization’s context.
Balanced Information Retrieval: Omnimind employs Retrieval-Augmented Generation (RAG), enabling AI to balance responses between internal data and external internet sources. This approach minimizes inaccuracies and ensures that the AI delivers precise and contextually appropriate information.
Comprehensive AI Agent Capabilities: Beyond simple interactions, Omnimind functions as a full-fledged AI agent builder. It can perform a variety of actions, including scheduling calendar slots, scraping content from websites like LinkedIn, sending emails, and more. This versatility transforms routine tasks into automated processes, enhancing overall productivity.

For organizations seeking customizable and efficient AI solutions without the complexity of technical development, Omnimind.ai presents a compelling alternative. Its ability to integrate seamlessly into various workflows makes it a valuable asset for businesses aiming to enhance their operations through AI-driven automation.

Conclusion

Microsoft AI Chatbot, under the branding of Microsoft Copilot and Azure AI, is a game-changer in AI-driven assistance. Whether you’re using it for web search, office productivity, or enterprise automation, it stands out as a leading solution in the AI chatbot space.

However, understanding the strengths and limitations of Microsoft AI chatbots is essential when choosing the right AI tool for your needs. Whether you opt for Copilot, Azure AI, ChatGPT, or Google Gemini, the key is finding the right AI assistant that fits your business or personal productivity goals.For those looking for AI solutions beyond Microsoft, Omnimind offers a flexible alternative. 👉Learn more at Omnimind.ai!

By Oleg Kopachovets Published: Mar 10, 2025

Last updated: Apr 2, 2025

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25 ChatGPT Hacks to Work Smarter, Not Harder

Updated at: 02/04/2025

By Oleg Kopachovets

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27 min.

Why ChatGPT is a Game-Changer for Productivity
Limitations of Using ChatGPT
1. Break Down Complex Prompts
2. Imagine a Specific Person
3. Rename Your Chats for Better Organization
4. Use Temporary Chats for Sensitive Information
5. Enable Custom Instructions for Personalized Responses
6. Clear ChatGPT’s Memory for Fresh Responses
7. Choose Preferred Voice for Text-to-Speech
8. Use ChatGPT with External Tools for Advanced Automation
9. Unlock ChatGPT’s Full Capabilities
10. Set Up Formatting Rules for Cleaner Responses
11. Explain Complex Concepts in Simple Terms
12. Adjust Your Display Settings for Better Focus
13. Get a ChatGPT Plus Subscription for Faster and More Powerful Responses
14. Choose the Right Model for the Right Task
15. Use ChatGPT to Plan Visual Workflows More Efficiently
16. Use Advanced Reasoning for Better Decision-Making
17. Document Successful Prompts for Reuse
18. Use Real Examples for More Accurate and Useful AI Responses
19. Use Image Analysis for Visual-Based Tasks
20. Using ChatGPT’s Mobile App for On-the-Go Productivity
21. Use or Create Custom GPTs for Specialized Tasks
22. Use ChatGPT to Check for Plagiarism & Content Originality
23. Use ChatGPT for Personal Productivity & Life Planning
24. Generate High-Quality AI Images with DALL·E
25. Improve Your Writing with ChatGPT’s Editing and Proofreading
Final Thoughts

Hello, our fellow AI enthusiasts!👋

For quite some time we wanted to make a good article with some of the best ChatGPT hacks for enhanced productivity, and finally, this day has come.

But before we even start talking about ChatGPT hacks, let’s break down what “ChatGPT” abbreviation stands for (because still, surprisingly, not everyone knows about it).

The “ChatGPT” stands for Chat Generative Pre-trained Transformer, where:

Chat (from English—conversation) indicates its main function: the ability to conduct dialogues.
Generative signifies the model’s capacity to generate text based on input data.
Pre-trained means that the model was trained in advance on large datasets before being made available for use.
Transformer is the type of neural network architecture used for processing and generating text.

🤔What makes this “Transformer” type so special?

🤌It’s exceptionally good at handling natural language:

It looks at the whole sentence at once.
Traditional models processed text word by word. In contrast, the Transformer examines all the words in a sentence simultaneously. This means it can understand the context much better.
It uses “attention” to focus on important words.
The model has a mechanism called “attention” which lets it decide which words are most relevant to understanding the overall meaning. Imagine reading a paragraph and instantly recognizing the key words that help you grasp the main idea—that’s essentially what attention does right here.
It builds context and meaning.
Because context is king!👑 By comparing each word to every other word in the sentence, the Transformer understands how the words relate to one another. This allows generating responses or predictions that are contextually appropriate and coherent.

So, in summary, the Transformer architecture allows AI models to process language more like we, humans, do—by considering the whole context at once—making it very effective for tasks like translation, summarization, and conversation.

Thus, ChatGPT is a conversational model that utilizes the Transformer architecture and vast amounts of pre-trained data to generate meaningful dialogue responses that we lazy people love so much.

All that makes ChatGPT one of the most popular, sophisticated AI-powered chatbots available today, designed to understand, process, and generate human-like text responses. Built on OpenAI’s Generative Pre-trained Transformer (GPT) architecture, it has revolutionized the way individuals and businesses interact with artificial intelligence.

Unlike traditional chatbots that rely on pre-scripted responses, ChatGPT utilizes deep learning techniques to generate dynamic, contextually relevant answers. It learns from vast datasets, making it capable of assisting with writing, research, brainstorming, and even coding. The model has evolved significantly since its initial release, with each iteration—GPT-3, GPT-3.5, and GPT-4—offering improved reasoning, coherence, and contextual awareness.

One of ChatGPT’s biggest advantages is its adaptability. Whether you’re looking for creative writing prompts, market research insights, legal document drafting, or software development assistance, ChatGPT can serve as your virtual assistant, helping users automate tasks and boost efficiency across a range of industries.

💡The latest versions of ChatGPT can even process and interpret images and code, making them far more versatile than their predecessors!

Why ChatGPT is a Game-Changer for Productivity

The ability to automate repetitive tasks, assist in decision-making, and provide on-demand support has positioned ChatGPT as a powerful productivity booster across multiple industries.

Now let’s break down how exactly ChatGPT hacks can enhance your productivity:

Rapid Content Generation. ChatGPT helps content creators, marketers, and writers draft articles, email templates, product descriptions, and even social media posts in seconds.
Smarter Research & Data Summarization. Instead of reading lengthy reports, users can ask ChatGPT to summarize key insights from complex topics. This is particularly beneficial for students, professionals, and journalists.
Code Debugging & Software Development. AI-powered coding assistance has reduced software development time by up to 55% in some cases.
Business & Customer Support Automation. ChatGPT is used in chatbots and virtual assistants, reducing response times and enhancing customer satisfaction.
Personal Productivity & Organization. Users can leverage ChatGPT for time management, schedule optimization, goal tracking, and even brainstorming ideas for personal projects.

🔍 Case study: Companies that integrated AI-powered customer support chatbots experienced a 30% increase in efficiency and a 25% reduction in support costs, according to a report by McKinsey.

The takeaway?
ChatGPT is one of the most powerful AI assistants that has redefined productivity by enabling individuals and businesses to work faster, smarter, and more efficiently—with less effort, yes-yes.🤓

Limitations of Using ChatGPT

Despite its impressive capabilities, ChatGPT is far from perfect. Understanding its limitations helps users benefit from ChatGPT tricks and hacks while avoiding common pitfalls.

1. Accuracy & AI Hallucinations—Why ChatGPT Sometimes Gets It Wrong

One of the biggest challenges with AI language models is hallucination—a term used to describe when AI fabricates information and presents it as fact.

😵‍💫Why does ChatGPT hallucinate?

AI predicts the most likely next word in a sentence—it doesn’t “think” like humans.
It lacks real-world reasoning and factual verification (MIT Technology Review).
If trained on inaccurate or biased data, it can generate misleading responses.
Unlike a search engine, ChatGPT doesn’t fact-check in real-time—it relies on its pre-trained knowledge base.

🔍 Example:
Some users have reported that ChatGPT cites non-existent books, studies, or sources. In one instance, AI-generated legal citations included completely fabricated case law, causing problems for lawyers relying on its responses.

💡 How to avoid this?
✅ Always verify AI-generated facts with trusted sources.
✅ Cross-check AI responses with real-world data.
✅ Use specific queries instead of open-ended questions to reduce AI speculation.

2. Limited Access to Real-Time Information – Pitfalls of Static Knowledge

ChatGPT’s responses are only as current as its training data. While the latest versions have limited web browsing capabilities, they still struggle with up-to-date, real-time knowledge.

Limitations of ChatGPT’s knowledge base:

It lacks real-time data on breaking news, recent research, and emerging trends.
Outdated industry trends can lead to misleading business or financial advice.
If web browsing is disabled, it cannot retrieve external information beyond its last training update.

🔍 Example:
A user asking for the latest stock prices or recent tech product releases might receive outdated information—potentially leading to bad financial decisions.

💡 How to work around this?
✅ Use ChatGPT hacks + Google Search for real-time updates.
✅ Rely on specialized sources (e.g., Bloomberg for finance, PubMed for medical info).
✅ If using ChatGPT for research, always verify against trusted sources.

3. Lack of Emotional Intelligence – How ChatGPT Misses Human Touch

While AI can simulate human-like conversation, it lacks true emotional intelligence.

What does AI still struggle with?

Understanding sarcasm, humor, and cultural nuances.
Detecting genuine human emotions in text-based conversations.
Providing empathetic responses in sensitive situations.

🔍 Example:
A user seeking emotional support might find ChatGPT’s responses robotic and impersonal. AI lacks human intuition, making it unsuitable for deep emotional conversations.

💡 How to Address This?
✅ Use AI as a tool, not a replacement for human connection.
✅ For mental health and emotional well-being, consult trained professionals instead of AI chatbots.
✅ If using AI in customer support, human oversight is essential to ensure responses feel authentic and compassionate.

With all that being said, let’s finally get to the 25 best ChatGPT productivity hacks we’ve gathered for you!

1. Break Down Complex Prompts

One of the biggest mistakes users make when working with ChatGPT is overloading a single prompt with too much information. When a request is too complex, AI struggles to provide balanced and well-structured answers—some parts might be too vague, while others receive excessive focus.

Instead of cramming everything into one massive prompt, break the task into logical steps. This method allows AI to generate more accurate, structured, and high-quality responses while giving you better control over the output.

❌ Common mistake: Overly complex prompt

“Write an article about AI in marketing. Include statistics, case studies, pros and cons, expert recommendations, and future trends. The style should be professional yet easy to understand.”

🔻 Problems:

The response will likely be too general or unevenly detailed.
If something is off, you’ll have to rewrite everything.
Hard to control tone, depth, and style.

✅ Best approach: Step-by-step breakdown

🔹 Step 1: Define the core structure
“What are the main ways AI is used in marketing? Provide a list of 5-7 key applications with a short description of each.”

🔹 Step 2: Gather relevant statistics
“Give me 3-5 recent statistics on AI’s impact on marketing (preferably with sources).”

🔹 Step 3: Collect real-world case studies
“Provide 2–3 examples of companies successfully using AI in marketing. Briefly describe their approach and results.”

🔹 Step 4: Analyze strengths and weaknesses
“List the key pros and cons of AI in marketing. Present them in a table format, with advantages on the left and drawbacks on the right.”

🔹 Step 5: Predict future trends
“What are the key AI trends in marketing for the next 3–5 years? List 3–4 major predictions.”

🔹 Step 6: Combine everything into a full article
“Using the previous answers, generate a structured, expert-style article on AI in marketing.”

By following this step-by-step approach, you ensure that each part is clear, well-researched, and easy to adjust before moving to the final stage. This method helps create high-quality content while keeping control over every aspect of the process.

2. Imagine a Specific Person

If you want ChatGPT to generate content that truly resonates with your audience, you need to specify who it’s talking to. AI-generated responses can feel generic if you don’t add context.

Instead of asking ChatGPT to “write a marketing email,” tell it who the email is for and what tone or style to use.

✅ Example prompt:
“You are a senior marketer writing a B2B email to executives about the benefits of AI automation. Keep it concise and professional.”

ChatGPT will now tailor the response to that specific persona instead of giving a standard, one-size-fits-all reply.

This works great for:
✔ Writing sales copy
✔ Crafting social media posts
✔ Creating educational materials
✔ Personalizing emails and messages

By setting up a clear target audience, ChatGPT generates more effective, audience-specific content.

3. Rename Your Chats for Better Organization

ChatGPT automatically generates chat names based on the first few lines of the conversation. While this can sometimes be helpful, it doesn’t always create clear or useful titles—especially if the chat starts with a vague or generic request.

❌ The problem with auto-generated chat names:

They might be too generic (e.g., “AI Writing Tips” when you actually discussed marketing copy).
Some titles don’t fully reflect the conversation’s key insights.
Over time, it gets harder to find old chats when searching for specific topics.

💡 Solution: Rename chats based on their topic and purpose.

✅ Example:

Instead of keeping an AI-generated name like “Marketing Content Ideas,” rename it to “SEO Copywriting Strategy – Q1 2025.”

Instead of “AI Assistance with Research,” use “B2B AI Trends Report—Data & Insights.”

Why does this matter?

✔ Helps you quickly find valuable past conversations.
✔ Saves time when referencing old discussions.
✔ Keeps your projects neatly organized, especially if you use ChatGPT for work.

If you regularly use ChatGPT for brainstorming, research, or client work, renaming chats gives you more control over your AI-generated knowledge base and makes information retrieval much smoother.

4. Use Temporary Chats for Sensitive Information

If you’re discussing confidential data or sensitive topics, it’s best to use temporary chats that don’t save your history.

Why this matters?

ChatGPT’s memory stores past interactions in long conversations.
Sensitive data could be referenced later if not cleared.
Disabling chat history ensures no data retention.

How to use this ChatGPT hack?
Go to Settings → Data Controls → Turn off Chat History.

✅ Example use case:
A lawyer asking ChatGPT to draft a contract without storing the details.

For ultimate privacy, use ChatGPT in an incognito browser mode, so no past chats are accessible.

5. Enable Custom Instructions for Personalized Responses

If you often find yourself repeating the same preferences to ChatGPT, the Custom Instructions feature can save you time. It lets you define how AI should respond to better match your needs.

What Custom Instructions Allow You to Do

🔹 Set how ChatGPT should address you (e.g., by name, title, or casually).
🔹 Define your profession or area of expertise to get more relevant responses.
🔹 Adjust the tone and style of replies (e.g., Witty, Straight-Shooting, Encouraging, Poetic, etc.).
🔹 Provide extra context about your preferences, such as always offering sources or simplifying explanations.

How to Enable Custom Instructions

Go to: Settings → Personalization → Custom Instructions

✅ Example setup for a marketing professional:

What should ChatGPT call you? “Call me Alex.”

What do you do? “I’m a content marketer specializing in AI-driven strategies.”

What traits should ChatGPT have? “Keep responses concise, insightful, and professional. Avoid unnecessary fluff.”

Anything else ChatGPT should know? “If possible, include references to real case studies or industry reports when discussing marketing trends.”

By customizing these settings, every interaction becomes more efficient, saving you from constantly repeating instructions and ensuring ChatGPT aligns with your personal style and needs.

6. Clear ChatGPT’s Memory for Fresh Responses

Sometimes, ChatGPT starts giving repetitive or less accurate answers in long conversations. This happens because it builds context based on past messages.

How to refresh its memory?

Start a new chat for a clean slate.
Rephrase your prompt differently.
Ask ChatGPT to “forget previous context.”

✅ Example prompt:
“Let’s start fresh. Forget our previous conversation and explain this topic again.”

This ensures more accurate and unbiased responses—especially useful for technical or research-based topics.

7. Choose Preferred Voice for Text-to-Speech

ChatGPT supports real-time voice conversations, allowing you to speak with AI instead of typing. This feature makes interactions more natural and efficient, especially for multitasking, accessibility, or hands-free use.

🔹 Note: Voice mode is only available in the mobile app. It is not currently supported in the web version on desktop.🥺

How to Enable Voice Mode?

🎙 Step 1: Open the ChatGPT mobile app (iOS or Android).
🎙 Step 2: Tap on the headphone icon to activate voice chat.
🎙 Step 3: Choose from several available AI voices for a more personalized experience.
🎙 Step 4: Start talking—ChatGPT will respond in real-time!

Why Use Voice Mode?

✅ Hands-free convenience – Ideal when driving, cooking, or working out.
✅ More natural conversations – Get instant AI responses like a real dialogue.
✅ Faster interactions – No need to type long queries, just say them.
✅ Great for language learning – Practice pronunciation and listening skills.

Voice mode turns ChatGPT from a text-based assistant into a fully interactive AI companion, making conversations more dynamic and engaging.

8. Use ChatGPT with External Tools for Advanced Automation

While ChatGPT does not natively integrate with third-party apps, you can use API-based automation tools to connect it with other platforms and streamline workflows.

❕Important note: These integrations require technical setup and are not available natively within the ChatGPT web or mobile app.

How to Automate ChatGPT with External Services?

🔹 Via OpenAI API – Developers can integrate ChatGPT into websites, chatbots, and business applications.
🔹 Through AI agent builders – Platforms like Omnimind allow users to create custom AI assistants that interact with business tools.
🔹 Using scripting & automation tools – Python scripts, AI-powered browser extensions, and manual workflows can help link ChatGPT with apps like Notion, Slack, or Google Docs.

Example use case:

💡 A business can create an AI chatbot using OpenAI API and connect it to Slack for automated internal support.

9. Unlock ChatGPT’s Full Capabilities

Not all ChatGPT users realize that some of its most powerful features—such as data analysis, code execution, and image recognition—are only available in GPT-4 Turbo (Plus users only).

What Can These Features Do?

✔ Advanced Data Analysis (ADA) – Helps process spreadsheets, analyze trends, and even perform calculations.
✔ Image Recognition – Allows AI to analyze and describe uploaded images.
✔ File Uploads & Processing – Lets you work with PDFs, CSVs, and other document types directly in ChatGPT.

How to Access These Features?

📌 These capabilities are available only in GPT-4 Turbo (ChatGPT Plus). There is no manual toggle—if your plan supports them, they are enabled automatically.

✅ Example use case:
“I uploaded a spreadsheet with sales data. Can you analyze trends and suggest ways to improve performance?”

👉 Not seeing these options? Make sure you’re using GPT-4 Turbo (available in ChatGPT Plus) and check if file uploads are supported in your region.

10. Set Up Formatting Rules for Cleaner Responses

Ever get long, unstructured blocks of text from ChatGPT? It’s hard to read and process. Instead, you can train it to format responses neatly.

✅ Example prompt:
“Always format responses using bullet points or numbered lists. Keep paragraphs under 50 words for better readability.”

Other formatting options:

Use headings and subheadings.
Include bold, italics, and underlining.
Use tables for comparison.

🔍 Example use case:
“Summarize this report in a structured table with three columns: Key Findings, Data Insights, and Recommendations.”

This makes ChatGPT’s output more scannable, professional, and useful for reports, presentations, and research.

11. Explain Complex Concepts in Simple Terms

Need help understanding a complicated topic? ChatGPT can simplify complex ideas and even adjust its explanation to different levels.

✅ Example prompt:
“Explain quantum computing to me as if I were a 5-year-old.”

🟢 Alternative:
“Explain quantum computing to me as if I were a business executive with no technical background.”

💡 Pro tip: ask ChatGPT to use metaphors and analogies for even easier comprehension.

Example:
“Explain cryptocurrency using the concept of arcade tokens.”

This makes AI a powerful learning tool for both technical and non-technical users.

12. Adjust Your Display Settings for Better Focus

If you’re using ChatGPT for long work sessions, optimizing your screen settings can reduce eye strain and improve readability.

How to Improve Visual Comfort?

🔹 Enable Dark Mode – Reduces blue light exposure and makes text easier to read in low-light conditions.
🔹 Adjust Font Size – Increase text size via your browser or system settings for better readability.
🔹 Use Browser Extensions – Some accessibility tools allow adjusting contrast, spacing, and font styles for a more comfortable experience.

💡 Note: ChatGPT does not have built-in appearance settings, but you can customize your viewing experience through your operating system, browser, or third-party tools.

13. Get a ChatGPT Plus Subscription for Faster and More Powerful Responses

If you use ChatGPT frequently for work, research, or creative tasks, a ChatGPT Plus subscription can significantly improve your experience.🫵

Why Upgrade to ChatGPT Plus?

✔ Access to multiple reasoning models – Includes o3-mini, o3-mini-high, and o1, offering better accuracy and response quality.
✔ Extended message limits – More interactions per session compared to free users.
✔ Faster response times – Even during peak hours.
✔ Priority access to new features – Early access to OpenAI’s latest improvements.
✔ Support for file uploads and data analysis – Includes Advanced Data Analysis (ADA) and image recognition (availability may vary by region).

When Does It Make Sense to Upgrade?

📌 If you use ChatGPT daily for research, business, or content creation.
📌 If you need higher accuracy in complex reasoning tasks.
📌 If you work with data-heavy tasks, such as analyzing spreadsheets or generating reports.

💡 Important Note: GPT-4o (not “GPT-4”) is the latest and most advanced model available in ChatGPT Plus, replacing older versions.

14. Choose the Right Model for the Right Task

Not all AI models are equal—ChatGPT offers different models with varying capabilities, so choosing the right one can boost efficiency and improve results.

Understanding ChatGPT’s Models (as of 2025)

🔹 GPT-4o → The most advanced model, offering faster, smarter, and more efficient reasoning. Best for complex tasks, deep analysis, coding, and problem-solving.
🔹 o3-mini & o3-mini-high → Lighter, optimized versions for fast responses and casual queries. Suitable for general conversations, brainstorming, and simple research.
🔹 DALL·E → AI-powered image generation tool that can create and edit visuals based on text descriptions.
🔹 Advanced Data Analysis (ADA) → Previously known as “Code Interpreter”, this tool processes spreadsheets, performs calculations, and runs Python scripts. Best for data-heavy tasks and automation.

How to Choose the Right Model?

✅ Need deep research, creative writing, or coding help? → Use GPT-4o for maximum accuracy and reasoning power.
✅ Want quick, simple answers? → o3-mini models are optimized for speed and efficiency.
✅ Need an AI to create visuals? → DALL·E generates custom images from text prompts.
✅ Analyzing files or crunching numbers? → Use Advanced Data Analysis (ADA) to process spreadsheets and datasets.

💡 Pro Tip: If you’re working on a complex project, try combining multiple AI tools (e.g., using DALL·E for visuals and GPT-4o for content generation) to maximize efficiency.

15. Use ChatGPT to Plan Visual Workflows More Efficiently

While ChatGPT doesn’t have a built-in “Canvas” for diagrams, you can use it to structure ideas for visual tools like Miro, Notion, or Whimsical.

How This Works?

🔹 Step 1: Ask ChatGPT to generate a structured outline for your visual (e.g., a mind map, workflow, or diagram).
🔹 Step 2: Copy the AI-generated structure and paste it into Miro, Notion, Whimsical, or any other visual tool.
🔹 Step 3: Manually organize elements into a visual format, adjusting them for clarity.

Example Use Case

💬 “I need a mind map for a marketing funnel. List key stages (awareness, consideration, decision) and what actions happen at each stage.”

👉 ChatGPT will provide a structured text version, which you can then turn into a diagram using a visual tool.

Why Is This Useful?

✔ Saves brainstorming time – AI helps break down complex ideas into structured steps.
✔ Reduces creative friction – You don’t start from scratch, AI organizes your thoughts for you.
✔ Works with multiple tools – Whether you use Notion, Miro, or another platform, ChatGPT simplifies the process.

💡 Pro Tip: You can also ask ChatGPT for label suggestions, categorization, and descriptions to make your visuals more informative.

16. Use Advanced Reasoning for Better Decision-Making

Beyond simple Q&A, ChatGPT can help structure complex decisions, analyze risks, and simulate expert thinking.

How to Use AI for Smarter Decisions?

🔹 Step 1: Define Your Problem Clearly
“I’m considering launching a new AI tool, but I’m unsure whether to do it now or wait for more funding. Can you break down the key factors to consider?”

🔹 Step 2: Ask for a Pros & Cons List
“What are the advantages and disadvantages of launching now vs. waiting for more funding? Break them down clearly.”

🔹 Step 3: Request Scenario Analysis
“Simulate two scenarios:
1️⃣ Launch now with limited funding.
2️⃣ Delay for six months to secure more funding.
Analyze the risks, benefits, and expected outcomes of each.”

🔹 Step 4: Get an Expert Perspective
“Act as a startup advisor with 10+ years of experience. Based on industry trends, what would you recommend?”

Example Output You Can Expect

Pros & Cons of Launching Now:
✅ Get to market first and start building traction early.
✅ Generate initial revenue and validate demand.
❌ Limited funding could mean fewer features or a rougher MVP.
❌ Higher financial risk and potential cash flow challenges.

Pros & Cons of Waiting for More Funding:
✅ More resources to polish the product and scale properly.
✅ Lower financial risk, allowing for a stronger go-to-market strategy.
❌ Delayed entry could mean competitors take market share.
❌ Potential loss of momentum and investor interest.

Scenario Simulation
📌 Scenario 1 (Launch Now): Faster customer feedback, but higher risk of running out of funds.
📌 Scenario 2 (Wait for Funding): More strategic launch, but potential delays and lost market timing.

Expert Opinion Simulation
“If I were an investor, I’d assess your cash runway, competition, and user demand. If you already have early adopters, launching now could be beneficial. Otherwise, securing additional funding may give you a stronger position.”

💡 Pro Tip: The more context you provide, the better the response. Instead of vague questions, give ChatGPT specific scenarios and request structured insights like comparisons, breakdowns, or expert simulations.

17. Document Successful Prompts for Reuse

Ever spent too much time crafting the perfect prompt—only to forget it later? You can save your best prompts and reuse them anytime.

How to do it?

Use Notion, Google Docs, or a dedicated “Prompt Library”
Organize by category (e.g., marketing, research, coding)
Add examples of successful outputs

✅ Example:
“I have a list of 10 blog topics. Can you generate SEO-optimized headlines for each one?”

💡 Pro tip: create a personal “AI Assistant Handbook” where you store pre-optimized prompts for different tasks.

Why this works?

Saves time on repetitive tasks
Ensures higher-quality responses
Helps team members use AI more effectively

18. Use Real Examples for More Accurate and Useful AI Responses

ChatGPT gives better, more relevant answers when you provide real-world examples instead of vague requests. Why? Because AI understands context better when you guide it with specific references.

Why Examples Matter?

✅ They narrow down the focus of AI, making responses more precise.
✅ They force AI to pull insights from relevant knowledge, avoiding generic answers.
✅ They make responses more practical and applicable to real-world situations.

How This Works

📌 Weak prompt:
“Give me leadership tips.” (Too broad, AI might generate a generic list.)

📌 Strong prompt:
“What leadership strategies did Steve Jobs use to drive innovation at Apple?” (More focused, leading to deeper insights.)

Other Use Cases

🎓 Teaching Concepts → “Explain machine learning using Netflix recommendations.”

✍️ Creative Writing → “Write a horror story in Stephen King’s style.”

📈 Marketing & Sales → “Write a product description using Apple’s marketing style.”

💡 Pro tip: Better Prompt = Better Results. Giving AI real-world references helps cut out generic fluff and get more specific, useful answers.

19. Use Image Analysis for Visual-Based Tasks

ChatGPT now has image recognition capabilities—which is a game-changer!

How to actually use it?

Upload an image and ask for analysis, insights, or descriptions.
Get AI to extract text, read diagrams, and explain visuals.

✅ Example use cases:

Business: “Analyze this chart and summarize the key takeaways.”
Art & Design: “Describe the artistic techniques used in this painting.”
Engineering: “Identify this mechanical part and suggest its applications.”

💡 Pro tip: this is perfect for students, professionals, and researchers who work with visual data!

20. Using ChatGPT’s Mobile App for On-the-Go Productivity

Many people underestimate the power of ChatGPT’s mobile app.

So, why use it?
✔ Access ChatGPT anywhere (meetings, travel, quick ideas)
✔ Sync conversations across devices
✔ Use voice input for hands-free operation

✅ Example use case:
“I’m in a meeting—quickly summarize this PDF report for me in 3 bullet points.”

💡 Bonus tip: use voice-to-text input to get ChatGPT responses without typing!

21. Use or Create Custom GPTs for Specialized Tasks

Did you know you can use pre-built Custom GPTs or even create your own to tailor ChatGPT to your needs?

Option 1: Use Ready-Made Custom GPTs

🔹 OpenAI provides a marketplace of Custom GPTs, already fine-tuned for specific tasks.
🔹 You can browse and try models built for coding, marketing, legal analysis, customer support, and more.
🔹 These pre-built GPTs save time and offer specialized expertise without extra setup.

📌 Where to find them? In the ChatGPT app, go to “Explore GPTs” and choose the one that fits your needs.

Option 2: Build Your Own Custom GPT

If you need something unique, you can create a Custom GPT using OpenAI’s GPT Builder.

✅ How?

Define how your GPT should respond.
Train it to match your industry, writing style, or internal knowledge base.
Set up instructions so it understands your business-specific needs.

Example Use Cases

📌 Using existing GPTs:

Legal Assistant GPT → Helps summarize legal contracts.
Code Debugger GPT → Assists with software troubleshooting.
AI Tutor GPT → Provides educational support in various subjects.

📌 Creating your own GPTs:

SEO GPT → Optimized for keyword research & blog writing.
E-commerce GPT → Tailored for personalized product recommendations.
Customer Support GPT → Designed to automate responses for business FAQs.

Why This Matters?

✔ Pre-built GPTs offer instant value—no setup required.
✔ Custom GPTs allow deep personalization, making AI align with your exact needs.
✔ Both options improve efficiency, reducing manual work for repetitive tasks.

💡 Pro Tip: Even if you don’t need a fully custom AI, exploring ready-made GPTs can save hours of work!

22. Use ChatGPT to Check for Plagiarism & Content Originality

Need to verify if the content is unique? ChatGPT can compare texts and detect potential duplicates.

How to Use It?

Copy-paste text and ask:
“Does this passage appear in any publicly available sources?”
Request AI to rewrite text while keeping meaning intact.

✅ Example use cases:

Writers → Avoid accidental plagiarism
Businesses → Ensure original ad copy & blog posts
Students → Verify essay originality

💡 Pro tip: combine ChatGPT with online plagiarism checkers for maximum accuracy!

23. Use ChatGPT for Personal Productivity & Life Planning

ChatGPT isn’t just for work—it’s a great tool for personal development as well!

✅ Example Use Cases:

Daily planning: “Create a morning routine based on productivity science.”
Budgeting: “Help me build a budget based on my $5,000/month salary.”
Goal setting: “Develop a 6-month fitness plan for muscle growth.”

Why does this work better?

AI offers personalized, structured advice.
Makes goal-setting more achievable.
Provides step-by-step action plans.

24. Generate High-Quality AI Images with DALL·E

ChatGPT integrates with DALL·E, allowing you to create AI-generated images directly in the chat. Whether you need marketing visuals, book covers, or concept designs, DALL·E makes image creation fast, accessible, and customizable—no design skills required!👐 Just describe what you need, and AI does the rest.

How to Generate AI Images in ChatGPT?

1️⃣ Describe your idea clearly. The more details you give, the better the result.
📌 Example: “Generate an image of a futuristic city with neon lights and flying cars.”

2️⃣ Specify the style (optional). Want a particular aesthetic? Just ask!
📌 Example: “Make it look like a cyberpunk digital painting.”

3️⃣ Submit the request. ChatGPT will generate the image within seconds and display it directly in the chat.

4️⃣ Refine the image (optional). You can ask DALL·E to modify details, adjust colors, or change the composition.

Example Use Cases

📈 Marketing & Branding → Custom social media visuals, product ads, website graphics.
✍️ Writers & Publishers → AI-generated book covers, illustrations for articles, promotional material.
🎨 Concept Artists & Designers → Quick idea visualization, mood boards, and unique artwork styles.

💡Pro Tip: Enhance Your AI Images with Inpainting! DALL·E supports inpainting, meaning you can edit existing AI-generated images by adding, removing, or modifying specific elements.

📌 Example: “Change the background color to dark blue and add more glowing lights.”

25. Improve Your Writing with ChatGPT’s Editing and Proofreading

ChatGPT is a powerful editing and proofreading tool. Whether you need to refine an article, improve clarity, or enhance persuasiveness, AI can analyze your writing and suggest improvements.

How to Use ChatGPT for Better Writing?

📌 Step 1: Check for grammar and clarity
“Here’s my text. Can you check it for grammar mistakes and suggest improvements for clarity?”

📌 Step 2: Improve style and tone
“Make this text more engaging and persuasive while keeping a professional tone.”

📌 Step 3: Rewrite for conciseness
“Summarize this text in under 150 words while keeping all key points.”

📌 Step 4: Optimize for SEO
“Make this blog post SEO-friendly by naturally integrating the keyword ‘ChatGPT productivity hacks’ five times.”

📌 Step 5: Adjust for different audiences
“Rewrite this content for a general audience instead of technical professionals.”

Example Use Cases

📈 Marketing & Blogging → Improve ad copy, blog posts, and landing pages for better engagement.
✍️ Creative Writing → Enhance storytelling, character development, and narrative flow.
📑 Business & Academia → Proofread reports, proposals, and academic papers for better readability.

💡 Pro Tip: Always ask for multiple variations. Instead of just one rewrite, request three different versions and pick the best one!

How Omnimind Enhances Your AI Workflow

Now that you know how to unlock ChatGPT’s full potential, why not take it a step further with Omnimind?😎

Omnimind.ai provides advanced AI automation and integration tools, allowing you to:
✅ Build custom AI assistants tailored to your business needs.
✅ Automate tasks by seamlessly connecting AI to your workflow.
✅ Enhance productivity with smart AI-driven insights and content generation.
✅ Integrate AI into marketing, sales, customer support, and more—without technical expertise.

💡 Unlike standard ChatGPT, Omnimind enables deeper customization, automation, and multi-tool integration, helping businesses scale AI adoption efficiently.

Ready to maximize AI’s potential? Explore what Omnimind can do for your business at Omnimind.ai👈

Final Thoughts

ChatGPT has evolved from a simple chatbot to an indispensable tool for professionals, students, and businesses alike. When used strategically, it can automate workflows, enhance creativity, and significantly boost productivity.

From breaking down complex tasks to leveraging custom instructions, the ChatGPT hacks we’ve gathered in this guide will help you do much more with less effort.

However, while ChatGPT is a powerful assistant, it has its limitations. Accuracy concerns, lack of real-time knowledge, and an absence of emotional intelligence mean that users must stay critical and verify important information.

The key to unlocking ChatGPT’s full potential is combining AI with human expertise—using it as an augmentation tool rather than a complete replacement.Want to build your own AI assistant? Try Omnimind to create custom AI chatbots for boosting your business and personal productivity!

By Oleg Kopachovets Published: Mar 3, 2025

Last updated: Apr 2, 2025

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Build an AI Competitive Analysis Agent for SaaS Tools

Updated at: 20/03/2025

By Oleg Kopachovets

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6 min.

Step 1: Begin Your AI Journey
Step 2: Define Your Agent’s Goal
Step 3: Choose Your Tools and Integrations
Step 4: Set Up Your Data Access
Step 5: Choose Your Interaction Channel
Step 6: Define the Agent Workflow
Step 8: Add Knowledge Sources
Step 10: Final Configuration and Launch

Ever felt like keeping tabs on your SaaS competitors is like playing detective—with endless tabs open, spreadsheets flying everywhere, and caffeine becoming your best friend? Let’s change that! This quick tutorial will walk you step-by-step through creating your own AI-powered competitive analysis assistant with Omnimind.ai.

No technical skills? No worries! With Omnimind’s intuitive platform, you’ll transform complex competitive research into quick, automated insights, saving hours of manual work. Ready to become the Sherlock Holmes of SaaS competition? Let’s dive in!

Step 1: Begin Your AI Journey

Sign up or log in to Omnimind.ai and start creating your first AI Agent! Click on the “Get Started” button in the Create AI Agent section.

Step 2: Define Your Agent’s Goal

For your SaaS Competitive Analysis Agent, select “Answer with knowledge” as your agent’s primary goal.

This option is perfect for creating a comprehensive competitive analysis tool because it will:

Analyze and compare SaaS competitors using extracted data
Present structured comparisons of pricing and features
Generate insights based on market research
Provide strategic recommendations

Step 3: Choose Your Tools and Integrations

For your SaaS Competitive Analysis Agent, select “Yes, my agent needs to use specific APIs, services, scrapers, or tools” and add these two essential tools:

Google Search ✓ – This tool will help your agent find official pricing pages, feature lists, and competitor information online
Scrape Webpage ✓ – This will allow your agent to extract structured data from competitor websites

These two tools work together perfectly for competitive analysis:

Google Search locates the official pricing and feature pages
Scrape Webpage extracts detailed information from those pages

This combination enables your agent to automatically research any SaaS competitor when prompted with “Run the full competitive analysis on [Competitor 1] and [Competitor 2]” – eliminating hours of manual research.

Select these two tools by clicking on them, then press “Next” to continue setting up your agent.

Step 4: Set Up Your Data Access

Empower your AI with comprehensive analysis capabilities:

Official pricing pages
Feature documentation
Comparison frameworks
SaaS industry insights
Market positioning data

Step 5: Choose Your Interaction Channel

Get direct access to all your analysis in real time via the chatbot, choose “I will use the agent on my own”:

Seamless chat interface
Multi-device functionality
Instant analysis delivery
Consistent reporting format
Integration with your workflow tools

Wait for Omnimind to craft the perfect AI Agent for you!

Step 6: Define the Agent Workflow

In this step, you’ll need to provide a clear description of how your SaaS Competitive Analysis Agent should work. This helps Omnimind craft the perfect workflow for your agent.

Enter a description like this:

“This agent automatically analyzes SaaS competitors when prompted. When a user types ‘Run the full competitive analysis on [Competitor 1] and [Competitor 2]’, the agent searches for pricing and feature information online, then extracts detailed data from the official websites. It creates comprehensive comparison tables showing pricing tiers and features side by side, highlighting differences and similarities. The agent also provides insights about market positioning, competitive advantages, and strategic recommendations.”

This simple explanation tells Omnimind exactly what your agent needs to do without technical jargon or complex formatting. It covers the trigger command, research process, and expected output in straightforward language.

Click “Next” after entering your description to continue setting up your agent.

Step 7: Choose Your Tools & Services

For your SaaS Competitive Analysis Agent, you’ll need to select the essential tools that will enable automatic competitor research. From the available options, select:

Google Search
- This tool will allow your agent to find official pricing pages and feature documentation for each competitor
- Perfect for discovering the most recent and accurate competitor information
Scrape Webpage
- This tool will extract detailed pricing and feature data from competitor websites
- Essential for converting unstructured website content into organized comparison data

Click on both Google Search and Scrape Webpage to add them to your agent. These two tools work together seamlessly – Google Search locates the relevant competitor pages, and Scrape Webpage extracts and structures the data from those pages.

Once you’ve selected these two tools, click “Next” to continue building your competitive analysis agent.

Step 8: Add Knowledge Sources

In this step, provide your AI agent with the knowledge it needs to perform effective competitive analysis. You’ve already uploaded a valuable resource:

“Competitive Analysis Report.pdf” – This template will guide your agent in formatting its output and ensure consistent, professional reports every time.

This PDF template is crucial as it teaches your agent how to structure pricing comparisons, feature matrices, and strategic recommendations. Your agent will follow this format when generating reports, maintaining a consistent, professional presentation.

If you have additional resources like SaaS market reports, industry benchmarks, or feature categorization frameworks, you can add them by clicking “Upload Files” or adding links in the URL field.

The knowledge you provide helps your agent understand:

How to structure comparison tables
Which metrics are most important to highlight
How to format competitive insights
What strategic recommendations to include

Click “Next step” to continue building your competitive analysis agent.

Step 9: Workflow generation

Omnimind will generate a sample workflow for your agent, to fully utilize the ai agent, we recommend using this workflow.

Step 10: Final Configuration and Launch

We’re at the last step!

Final Touches: Name your AI Agent:

Choose an icon that represents Competitive Analysis
Name your bot “SaaS Competitor Analyzer” or something business-friendly

Configure Your Selected Tools:

Google Search Settings
- Choose the Omnimind Shared Account if you don’t have your own access
Scrape Webpage
- Configure for pricing page extraction
- Set up feature list identification
- Enable table recognition for pricing data

And Voila!

Review Your Complete Setup:

✅ Agent Type: Competitive Analysis

✅ Tools Connected: Google Search, Scrape Webpage

✅ Knowledge Sources: Analysis templates and frameworks

✅ Interaction Widget: Popup Chat

✅ Activation: “Run the full competitive analysis on [Competitor 1] and [Competitor 2]”

Once everything is configured, hit the “Launch” button, and your AI competitive analysis assistant will be ready to transform hours of research into seconds of insights!

And that’s it—you’ve officially turned from overwhelmed analyst into AI-powered competitive strategist! With your SaaS Competitor Analyzer live and ready, say goodbye to tedious manual comparisons and hello to actionable insights delivered instantly. Whether you’re preparing for a pitch, tweaking your pricing, or simply keeping an eye on the competition, your AI agent has your back. Time to grab another coffee, sit back, and watch your new assistant do the heavy lifting. Happy analyzing!

By Oleg Kopachovets Published: Feb 25, 2025

Last updated: Mar 20, 2025

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How to Use Bing AI Chat in 2025 [The Ultimate Guide with Examples]

Updated at: 20/03/2025

By Oleg Kopachovets

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18 min.

What is Bing AI Chat?
How to Use Bing AI Chat
Advanced Features and Customization Microsoft AI Chatbot Bing
Bing AI Chatbot Use Cases
Conclusion
FAQs

There are so many AI chats, platforms, and services around that it’s hard to tell! How can you choose the best option for your work and business among all these smart and even smarter solutions? Let’s take Bing AI Chat from Microsoft, also known as Copilot, for example. Devs believe that is a real all-rounder that can do everything. It knows the answers to all questions, can create texts, analyze data, and generate images. But is it really true?! Let’s figure it out together!

In this article, I suggest you take a detailed look at Copilot Bing AI Chatbot from Microsoft, what it can do, how to access this AI solution, and how to use it.

Are you ready?

Then let’s dive into the world of Microsoft Copilot!

What is Bing AI Chat?

Let’s start with the basics. Microsoft Copilot [formerly Bing AI Chatbot] is a generative AI assistant developed on the GPT-4 series of large language models. In February 2023, the developers introduced a service called Bing Chat, and in November of the same year, Microsoft announced a name change to Microsoft Copilot.

With so many AI platforms out there today, you might be wondering, “How does Microsoft AI Chatbot Bing differ from other AI chat services?” We have the answer for you!

Key Features of Bing AI Chatbot

One of the distinctive features of Copilot, compared to other AI chats, is its deep integration with the Microsoft ecosystem, which makes it a powerful tool for increasing productivity. And this applies to both individual and professional use. The company integrates the AI-powered assistant into:

services [Teams, Outlook, Word, Excel, PowerPoint, OneNote, OneDrive, and Loop];
its own Microsoft Edge search engine;
the Microsoft Edge browser;
the Windows 11 operating system.

Bing AI Chatbot is more than just a chatbot. It is a comprehensive tool that combines search, web browsing, and content creation:

Copilot uses natural language processing (NLP), so it responds to user requests in a human-like manner and generates more accurate and meaningful answers;
Copilot in Microsoft 365 significantly expands the capabilities of the familiar software solutions Microsoft Teams, Word, Excel, PowerPoint, and Outlook. You can ask Copilot a question right there. To answer, it combines information from a large language model (LLM) with data in the Microsoft Graph and Microsoft 365 applications of a specific organization;
Thanks to web integration, Copilot provides up-to-date information. Its knowledge is not limited to a certain year;
Bing AI Chatbot creates text content, images, presentations, and even code, launches working drafts upon request, helps compose emails and search messages in Outlook, turns reports into original presentations;
Visualizes information using charts, graphs, and dashboards.

Bing AI Chatbot vs. ChatGPT

Undoubtedly, these are two powerful AI tools. ChatGPT and Bing AI Chatbot use the same large language model developed by OpenAI. But there are differences between them, and Copilot wins in some areas:

Microsoft AI Chatbot Bing uses the latest GPT-4 model, while the free version of ChatGPT has the GPT-3.5 model;
Copilot links to resources based on which it generates answers for you. You can click and follow the links to check the information provided. In the Microsoft Bing search engine, it looks like this:

The “knowledge” of both platforms is limited to the period until the fall of 2021, but Copilot also uses data from the search. Therefore, it provides more relevant information than ChatGPT;
After each answer, Copilot offers several options for clarifying questions. If you click on one of them, the chat will continue the dialogue;
In Copilot, you can choose Chat modes Creative, Balanced, Precise.

So, we have learnt the difference between Copilot and ChatGPT. Let’s compare Bing AI Chatbot with a more flexible and customizable tool like OmniMind, shall we?

Bing AI Chatbot vs. Omnimind

OmniMind is a great alternative to Bing AI Chatbot. This platform combines the power of artificial intelligence and the flexibility of settings. With the help of the service, you can create AI agents and AI chatbots, and train them on your own base of uploaded data. Web scraping helps ready-made assistants balance their responses between information from their own database and web searches. This allows them to provide the most accurate and relevant answers. With advanced creation and optimization of Retrieval-Augmented Generation (RAG), OmniMind minimizes “hallucinations” in knowledge bases.

I wanna draw your attention to the fact that OmniMind is not just a smart chatbot. It is a full-fledged agent builder and a universal tool that can be used for various tasks. It can give answers, advice, provide customer support, automate marketing campaigns, generate content, analyze, summarize, and also perform actions. For example, book a slot in the calendar, scrape content from LinkedIn or websites, send emails, and much more.

Both AI solutions are tempting, aren’t they? Today, we’re taking an in-depth look at Copilot, so let’s break down how to get started using it.

How to Use Bing AI Chat

Let’s move from theory to practice. Below, you will find a real guide to Copilot from registration to the latest innovations.

How to Access Microsoft AI Chatbot

Let’s start with the good news. Copilot Bing AI Chatbot is available for free to all users through the Bing search engine and the Windows operating system. This means that everyone can use the power of artificial intelligence! There are several ways to “connect” with the AI Chatbot Bing Copilot. Let’s consider all three options.

You can go to Bing AI Chatbot from the official Microsoft page by clicking on the “Copilot” button:

In the Microsoft Edge browser, the Bing AI Chatbot Copilot icon is located to the right of the search bar.

By the way, Microsoft developers call Microsoft Edge “the best browser for working with Bing Copilot”. It is powered by AI and combines search for more relevant results, web browsing, and chat for content generation into a single system.

On the main page of the Microsoft Bing search engine, there are two paths to Bing AI Chatbot! You can click on the “Copilot” button in the upper left corner or the branded chat icon to the right of the search bar:

Whichever way you choose, a new tab will open, and you will automatically be taken to the official Copilot page:

In addition to the free version of Copilot Bing AI Chatbot, paid plans for businesses are also available:

The enterprise version of Copilot for Microsoft 365 costs $30 per month per user. The solution can integrate Word, Excel, PowerPoint, Outlook, and Teams, or create special agents using Copilot Studio;
The Microsoft Copilot Pro premium service after a month of free use of the trial version, costs about $20 per month per user. Benefits include priority access to new AI models during peak load periods, 100 image generations per day, and integration into other Microsoft 365 software products.

But that’s not all! You can find Copilot on Telegram or WhatsApp. You can download the Copilot mobile app for iOS and Android from the Microsoft website to get answers to all your questions at any time, create images, and use other features of the AI assistant:

Now that you know where to find Copilot, let’s go through the registration process in the browser together and get acquainted with the chat functionality.

Step-by-step guide to sign in and initial setup

On the Copilot page, in the upper right corner, click on the “Sign in” button:

After clicking, a menu will open. Let’s continue the registration process!

If you have an account in Microsoft Outlook, you can simply enter your details. If not, you need to create an account using any email address, including Gmail. To do this, click on the “Create one!” button:

Next, enter your mobile phone number or an existing email address. Click on the “Next” button:

Now select your country or region, enter your date of birth, and click on the “Next” button again:

A letter should be sent to the address you specified earlier to verify your email address. Copy and enter the security code, and then click on the “Next” button:

At the final stage, you need to pass the check to make sure we are not robots:

Congratulations, you have successfully registered with Copilot. Welcome to the world of artificial intelligence! Let’s take a look around the Copilot page and see what we have here.

What’s on the Bing AI Chatbot page?

At first glance, the Microsoft Copilot page is very laconic and even ascetic. Nevertheless, here you can find:

Language selection. You can select a language in the drop-down menu in the upper right corner. Today, Copilot supports more than 40 options. Speak your language!
Theme. In Copilot, you can choose between a dark and light screen:

Microphone. By clicking on the microphone icon next to the text area, you can talk to the chatbot or ask it a question by voice. This allows you to communicate in a way that is convenient for you and anywhere:

Sending feedback to ‎Microsoft‎. If necessary, you can send feedback to the developers about problems in the operation of Copilot:

Text area. Perhaps this is the main part of Copilot. At the bottom of the screen there is a text area where you need to enter your questions and tips:

Adding images or files. By clicking on the “+” next to the text area and then on “Upload”, you can upload files, and then Copilot will analyze the data, make a short summary, generate content based on the uploaded text, or process the image using AI. For example, for the request “Make a summary of the uploaded report”, Bing AI Chatbot returns the following result:

Voice. Here you can choose the type of sound that will voice Copilot Daily for you or respond to commands:

Good, Bad, Share, Copy buttons. Under each answer, there will be pop-up buttons with which you can rate Copilot or share the generated results:

Suggested follow-up questions. After each answer, Copilot suggests follow-up questions. For example, after a detailed answer to the question “How can marketing and sales departments use AI in their work” Bing AI Chatbot offers the following questions:

How does Bing AI Chatbot work?

Let’s get acquainted with the chat itself in practice. When you click the “Think Deeper” button, several prompts will pop up that clearly demonstrate how wide a range of questions can be asked to Bing AI Chatbot:

After answering the questions, Copilot offers options for additional questions that will help the user better understand the topic:

Also, upon request for Bing AI Chatbot provides active links to original sources of information:

If you want to get more information, you can confirm the transition and follow the link:

Microsoft constantly releases updates for Copilot. Let’s find out what features were added to AI Chatbot Bing in 2025.

Highlights of new interface updates in 2025

The beginning of 2025 has been busy for Microsoft AI Chatbot Bing! The developers introduced new features and improvements to provide users with even more capabilities:

The Copilot Prompt Gallery app is now available in Teams, Outlook, and the Microsoft 365 Copilot app. It helps users find, save, and use prompts in Microsoft 365 Copilot, Copilot Chat, and agents;
As a result of the rebranding of the AI assistant, Microsoft 365 Copilot has received a new icon;
The name of the “Microsoft 365” app has changed to “Microsoft 365 Copilot”;
Microsoft added Recap, Summary Center Message Center, Copilot Usage Intensity, and Retention reports to the Copilot page in the M365 Admin Center;
Microsoft 365 Copilot in Teams now analyzes content presented during meetings and has access to chat messages and meeting transcripts;
Copilot’s Auto Rewrite feature lets you make quicker edits in Outlook;
Copilot in PowerPoint translates presentations into one of 40 languages without distorting the slide design.

Copilot is already impressive today, and the new features will open up even more possibilities. Now let’s take a look at how you can customize Copilot to suit your needs.

Advanced Features and Customization Microsoft AI Chatbot Bing

Customizing chat settings and interface preferences

Once you sign up, you automatically get access to Copilot Daily, Voice, and Think Deeper. To get the most out of Copilot and take your experience to the next level, let’s take a look at the Bing AI Chatbot settings and interface.

You can personalize your chat experience by changing settings such as language. Whatever language you choose, the chat will provide answers in the language in which the question is asked.

You can also choose a theme that suits you best—light or dark:

Copilot has three conversation modes:

Creative: suitable for original results and creating content for social networks. In this case, the answers will be longer and more detailed. If you are tired of brainstorming and have no ideas for social media posts, take advantage of the Bing AI Chatbot. For the query “Act in creative mode and generate 10 ideas for a content plan for a diamond tool manufacturer”, it returns this result:

Precise: This style should be chosen when you need clear facts and short answers. In this case, Copilot uses short and simple sentences. Let’s compare two answer options for the question “Which AI Chatbot Should a Marketer Choose for Work?”, but one of them has the note “Act in Precise Mode”:

Balanced: The mode is designed to balance creativity and precision. For example, for the request “Interesting ideas! Now take a balanced mode and generate social media posting copy that encourages customers to share their own photos, videos, and stories about using diamond tools”, Copilot returns this result:

Bing AI Chatbot automatically adjusts the answer mode. As you can see, you can specify a more preferable style in the question. By the way, look at how Copilot itself answers the question “Is it true that you have three conversation modes?”:

We mentioned the “Think Deeper” button in the chat above. Let’s see how it works in Microsoft Bing and affects Copilot’s answers. Let’s compare two answer options for the question “How to use AI for marketing campaigns?”:

In both cases, we received a detailed answer with a summary and links to sources of information. But when we clicked “Think Deeper”, Copilot also generated separate blocks of sections “Benefits and Challenges”, “Strategies and Best Practices”, “Tools and Platforms”:

This is a striking difference between information search and other browsers.

In addition to text queries, you can give Bing AI Chatbot voice commands using a microphone:

Integrating additional Bing services or tools

Microsoft Copilot has its own dedicated domain copilot.microsoft.com, which we discussed in detail above. The company creates all the conditions for integrating Bing AI Chatbot into other Microsoft services — Word, Excel, PowerPoint, Outlook, Teams, Windows 11, Edge browser, and Bing Search.

Microsoft has integrated Copilot into the Microsoft 365 [formerly Office] app, which is renamed Microsoft 365 Copilot as of January 2025.

In addition, Microsoft integrates Copilot with existing systems and workflows in organizations. For example, Microsoft Copilot for Sales can be integrated with CRM systems to automate reporting on sales performance or forecasts based on historical data.

In the Microsoft Copilot Scenario Library, you can choose the most suitable option for different areas (education, energy and resources, financial services, government, healthcare, manufacturing, nonprofit, and retail). Accordingly, Microsoft also offers various functional areas: communications, customer service, finance, human resources, information technology, legal, marketing, operations, sales, and industry scenarios.

Let’s consider how Copilot can affect the activities of the marketing department. The AI tool can be used to research the market and competitors, create content for blogs and social networks, prepare advertising campaigns and emails, and summarize surveys. Here’s how Microsoft itself demonstrates the capabilities of Copilot Bing AI Chatbot, Microsoft 365 Copilot, and Copilot Studio in the daily work of the marketing department:

Source: Marketing scenarios kit.

Microsoft 365 Copilot Chat is also great for the sales department—attracting customers, generating leads, and creating personalized commercial offers:

Source: Sakes scenarios kit.

I suggest considering options for using Copilot Bing AI Chatbot on real requests.

Bing AI Chatbot Use Cases

Let’s see Bing AI Chatbot in action using several practical examples.

Bing AI Chat for the Sales Department

So, we have a request “Create a commercial proposal for a CRM system aimed at small and medium businesses”:

Copilot created a detailed proposal, highlighting the key benefits and features, described the process of implementing the CRM system, and offered three pricing plan options:

Provided that Copilot is integrated into CRM systems or LinkedIn Sales Navigator, you can use the results of analyzing customer interactions, developing sales strategies, and finding and qualifying new leads. For example, you can create a prompt like this: “Create a list of potential leads from visitors to the XXX website”.

Bing AI Chat for the Marketing Department

Now let’s imagine that we work in the Marketing Department and face the task of launching an email campaign. Create a detailed prompt with the target audience for a more accurate result:

“Create a social media advertising plan for a new product launch—SaaS solutions for automating small restaurants, cafes, and bars”:

Bing AI Chat for CEO

Let’s say you’re the head of a SaaS startup and need to evaluate the market. For the request “Provide a summary of SaaS trends in 2024 and forecasts for 2025”, you will get the following result:

If you need more information, send the prompt “What sources did you use for the information provided?”:

In both cases, Copilot Bing AI Chatbot provided answers in a matter of seconds. Such speed greatly simplifies many tasks and saves precious time. Of course, it is not at all necessary to take the proposed option and use it without changes and adaptations. However, the obtained results can become a starting point for preparing unique and effective commercial offers, creating personalized emails for a new product line or seasonal promotions, and much more.

In Copilot, you can upload an Excel spreadsheet with sales data for a specific period and give it the prompt “Prepare a sales forecast for the upcoming fiscal period [quarter or year] based on [Document X].” This will help you identify trends and get accurate forecasts based on historical data.

As you can see, Copilot is a powerful tool for a wide variety of tasks. But what does the future hold? Let’s try to look ahead.

Future Updates and Staying Informed

Microsoft has no plans to stop improving the Copilot Bing AI Chatbot. In Release Wave 1 for 2025, the company announced:

a new entry point in Excel;
embedding Copilots into CRM systems;
creating records from customer emails in Microsoft Outlook;
extension of Microsoft 365 Copilot with Custom Agents;
the Copilot Studio embedded builder in Microsoft Copilot;
new features of the role-based Copilot agent for Microsoft 365 Copilot for Sales (providing richer CRM context in email summaries, automating CRM record updates);
connectivity with any CRM system and inline email summary, and drafting for Microsoft 365 Copilot for Service and much more.

As you can see, Copilot is constantly evolving, offering more and more opportunities for businesses and professionals. To stay up to date with Copilot Bing AI Chatbot updates, we recommend subscribing to the newsletter and following official releases on the following resources:

Microsoft blog;
Microsoft 365 Copilot community forums;
Copilot service page on the Microsoft website;
Copilot learning hub.

Despite all of Copilot’s capabilities, don’t forget that there are other AI solutions on the market that may be ideal for your tasks.

Conclusion

All AI solutions today, including OmniMind and Copilot Bing AI Chatbot, are revolutionary tools for professionals from various industries. Yes, we can no longer imagine solutions for many routine operations without AI, but sometimes we are wary of its implementation in work processes. Whether you are a CEO, a sales specialist, or a marketing guru, OmniMind and Copilot will help you achieve your goals faster and more efficiently.

Imagine not just using AI, but creating unique AI agents for specific business tasks and training them on your data. You will get a tool that works exactly the way your business needs. Try OmniMind and see for yourself how AI can be your main competitive advantage!

FAQs

What is Microsoft Bing AI Chat?

Copilot Bing AI Chatbot is an assistant developed based on artificial intelligence.

How is Copilot Bing AI Chatbot different from other AI chats, for example, ChatGPT?

Bing AI Chatbot uses the latest GPT-4 model, has access to relevant information from the Internet, and provides links to sources.

What features does Bing AI Chatbot offer for business?

Copilot integrates with all Microsoft products, as well as third-party CRM systems.

What can Microsoft Copilot do?

Microsoft Copilot Bing AI Chatbot can be used to search for information with links to original sources, create content, emails, personalized commercial offers, analyze data, write code, and generate images.

How to access the Copilot Bing AI Chatbot?

Copilot is available for free via Bing search and the Windows operating system. You need to create an account to sign in. You can also use the mobile app.

By Oleg Kopachovets Published: Feb 20, 2025

Last updated: Mar 20, 2025

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44 Must-Have AI Tools for Marketing Agency [2025 Edition]

Updated at: 20/03/2025

By Oleg Kopachovets

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34 min.

AI Tools for Digital Marketing Agency by Category
Top AI Marketing Tools to Boost Your Agency’s Growth
Conclusion

AI is everywhere in 2025, and if you’re running a marketing agency, you already know—it’s not just a cool extra, it’s the secret sauce to staying ahead. The right AI tools can save you hours, boost creativity, and help you scale without burning out your team.

Think about it. Why spend forever tweaking ad copy when AI can test and optimize it in seconds? Why dig through data manually when AI can hand you deep insights on a silver platter? The agencies that embrace AI aren’t just working smarter—they’re outpacing the competition.

So, what should be on your radar? Here’s a handpicked list of 44 AI tools for marketing agency that can help you do more, create better, and grow faster.

AI Tools for Digital Marketing Agency by Category

AI Marketing Agency Tools for AI Writing & Content Generation

SEO & Content Optimization AI Tools Marketing Agency

Plagiarism & AI Detection for AI and Marketing Automation Agency

Landing Page & Website Building for AI Marketing Automation Agency

Replo

Automation & Workflow Integration:

Social Media Management:

Email Marketing & Outreach:

Graphic Design & Image Editing:

Video Creation & Editing:

AI-Powered Chatbots & Customer Support:

CRM & Lead Tracking:

AI Voice & Audio Processing:

AI Image & Art Generation:

Influencer & Brand Monitoring:

AI-Powered Advertising & Marketing Optimization:

Top AI Marketing Tools to Boost Your Agency’s Growth

1. OmniMind.ai

OmniMind is a no-code AI automation platform that lets businesses create custom AI agents trained on their data. It streamlines sales, marketing, and support by integrating with various tools—no coding required. From marketing to real estate, OmniMind will optimize your routine and complex processes.

Pricing:

Essentials – $79/month
Growth – $149/month
Business – Custom pricing

Core Features:

Personalized AI Training – Import data from Notion, PDFs, Google Drive, YouTube videos and more.
Tool Integration – Connect with HubSpot, Slack, Ahrefs, Google Ads, Meta Business Suite, and other platforms.
Visual Workflow Builder – Design AI behaviors with an intuitive no-code interface.

Popular Use Cases:

Lead Research & Enrichment – Automate prospecting, enrich CRM data, and qualify leads faster.
Content Planning & Creation – Use AI to generate blog posts, ad copy, and social media captions tailored to audience insights.
AI-Powered Analytics – Get instant campaign performance insights, predict trends, and optimize ad spend with data-driven recommendations.
Customer Support & Chatbots – Deploy AI chatbots for instant responses, improving engagement and conversion rates.
Ad Personalization & Optimization – Automate A/B testing, adjust creatives dynamically, and optimize bidding strategies.

2. Replo

Replo is a no-code landing page builder created for Shopify merchants. It enables the creation of high-converting pages through a user-friendly drag-and-drop interface.

Pricing:

Free – $0/month
Basic – $99/month
Standard – $249/month
Growth – $499/month
Enterprise – Custom pricing

Core Features:

Drag-and-Drop Editor – Design pages effortlessly without coding.
Extensive Template Library – Access over 1,000 expert-designed templates.
Seamless Shopify Integration – Ensures smooth syncing with Shopify stores.
A/B Testing and Analytics – Optimize pages with built-in testing and performance tracking.

Popular Use Cases:

Product Launches – Quickly create dedicated pages for new products.
Seasonal Promotions – Design and deploy time-sensitive promotional pages.
Email Marketing Campaigns – Develop landing pages created for specific email campaigns.

3. Jasper AI

Jasper AI is an advanced writing assistant that leverages artificial intelligence to generate high-quality content across various formats, including blog posts, marketing copy, and product descriptions.

Pricing:

Creator: $49/month
Pro: $69/month
Business: Custom pricing

Core Features:

Content Generation – Produces contextually relevant content based on user prompts
50+ Templates – Offers a variety of templates for different content needs
Brand Voice Customization – Ensures content aligns with your brand’s tone
SEO Integration – Optimizes content for search engines with integrated tools
Multi-Language Support – Generates content in over 30 languages

Popular Use Cases:

Blog Writing – Crafting engaging and SEO-friendly blog posts
Marketing Campaigns – Developing persuasive ad copy and email content
Social Media Content – Creating compelling posts tailored to various platforms

4. Writer.com

Writer.com is a full-stack generative AI platform that enables businesses to build AI applications and workflows without extensive coding. It offers tools for creating content, enforcing brand compliance, and analyzing data, all within a secure environment.

Pricing:

Team: $18 per user/month
Enterprise: Custom pricing

Core Features:

Palmyra LLMs – State-of-the-art language models designed for enterprise applications
AI Studio – Tools for building and deploying custom AI applications
Knowledge Graph – Integrates company data to enhance AI accuracy and reduce errors
AI Guardrails – Ensures compliance with legal, regulatory, and brand standards

Popular Use Cases:

Content Creation – Generating consistent and on-brand marketing materials
Data Analysis – Extracting insights from large datasets
Compliance Enforcement – Automating adherence to industry regulations

5. ChatGPT

ChatGPT is OpenAI’s conversational AI model designed to generate human-like text responses. It’s widely used for drafting content, answering queries, and providing recommendations.

Pricing:

Free: $0/month
Plus: $20/month
Pro: $200/month
Team: $25 per user/month (annual plan)
Enterprise: Custom pricing

Core Features:

Advanced Language Understanding – Generates coherent and contextually relevant responses
Multi-Modal Capabilities – Processes and generates text, images, and voice
Plugin Support – Extends functionality with third-party integrations
Advanced Data Analysis – Interprets complex datasets and provides insights
Voice Interaction – Engages in conversations using natural speech

Popular Use Cases:

Content Creation – Drafting articles, blogs, and marketing materials
Customer Support – Handling inquiries and providing information
Personal Assistant – Managing schedules, reminders, and task lists

6. Copy.ai

Copy.ai is an AI-powered platform that generates written content, such as marketing copy, product descriptions, and social media posts, helping businesses streamline their content creation process.

Pricing:

Free: $0/month
Starter: $49/month
Advanced: $249/month
Growth: $1,000/month
Expansion: $2,000/month
Scale: $3,000/month
Enterprise: Custom pricing

Core Features:

AI-Powered Content Generation – Creates marketing copy, product descriptions, and social media posts
Versatile Writing Tools – Includes a plagiarism checker, tone adjuster, word expander, and rewriting tool
Customizable Content Creation – Allows users to specify tone, style, and structure
Templates – Offers a variety of templates across categories like business, marketing, real estate, and HR
Language Support – Supports multiple languages, including English, Spanish, French, German, Italian, and Portuguese

Popular Use Cases:

Blog Content – Assists in writing optimized blog posts
Short-Form Content Creation – Generates emails, social media content, and web copy
Product Descriptions – Crafts engaging and clear product descriptions
Ad Copywriting – Writes compelling ad copy to attract attention
Translations – Provides high-quality translations for marketing materials

7. Originality AI

Originality.ai is a comprehensive content verification tool that detects AI-generated text, checks for plagiarism, and assesses readability, helping publishers and content creators maintain authenticity.

Pricing:

Pay-as-you-go: $20 one-time payment
Base Subscription: $14.95/month

Core Features:

AI Content Detection – Identifies text generated by AI models
Plagiarism Checker – Scans content for potential plagiarism
Fact Checker – Verifies the accuracy of information
Readability Checker – Evaluates content readability scores
Team Management – Allows collaboration with multiple users

Popular Use Cases:

Content Verification – Ensuring originality in blog posts and articles
Academic Integrity – Checking student submissions for plagiarism
Editorial Review – Assessing the authenticity of submitted content

8. Undetectable AI

Undetectable AI is an online tool that rewrites AI-generated text into human-like writing, helping users to bypass AI content detectors.

Pricing:

Free: $0/month
Pro: $9.99/month
Business: $29.99/month
Enterprise: Custom pricing

Core Features:

AI Content Detection – Identifies AI-generated text across various platforms
Humanizer Tool – Rewrites AI-generated content to appear human-written
Multi-Detector Scoring – Provides detection results from multiple AI detectors simultaneously
API Access – Offers integration capabilities for automated workflows
Document Processing – Supports various document formats for content analysis

Popular Use Cases:

Academic Submissions – Ensuring essays and papers pass AI detection tools
Content Creation – Producing human-like articles and blog posts
Business Communications – Crafting emails and reports that appear authentically written

9. Frase

Frase is an AI-powered content platform that assists in researching, writing, and optimizing SEO-friendly content to boost it in SERPs.

Pricing:

Free Trial: $0/month
Basic: $45/month
Team: $115/month
Enterprise: Custom pricing

Core Features:

Content Research – Analyzes top search results to create detailed content briefs
AI Writing Assistant – Generates content based on user input
SEO Optimization – Offers keyword suggestions and optimization tips
Content Analytics – Monitors content performance and engagement
Collaboration Tools – Supports team workflows with shared documents

Popular Use Cases:

Blog Post Creation – Researching and drafting SEO-friendly articles
Content Brief Development – Creating outlines for writers
SEO Auditing – Analyzing existing content for optimization opportunities
Competitor Analysis – Studying rival content strategies
Team Collaboration – Coordinating content projects among team members

10. Lately AI

Lately AI is an AI-driven platform that rewrites long-form content into engaging social media posts, streamlining content creation and scheduling for businesses.

Pricing:

Lite: $49/month
Starter: $119/month
Pro: $199/month
Enterprise: Custom pricing

Core Features:

AI Content Generation – Converts blogs, podcasts, and videos into social media posts
Automated Scheduling – Suggests optimal posting times based on analytics
Content Calendar – Organizes and manages campaigns efficiently
Analytics Dashboard – Tracks performance metrics for posts and campaigns
Employee Advocacy Tools – Empowers team members to share content within brand guidelines

Popular Use Cases:

Repurposing Content – Turning webinars into a series of social media snippets
Campaign Management – Coordinating multi-platform social media strategies
Brand Consistency – Ensuring uniform messaging across all social channels
Employee Engagement – Encouraging staff to share company content
Performance Tracking – Analyzing which posts drive the most engagement

11. BrandWell

BrandWell is an AI-powered platform designed to enhance brand growth by automating content creation, SEO optimization, and backlink generation. It offers tools for producing high-quality, original content and provides insights to improve online visibility.

Pricing:

Standard: $249/month
Enterprise: Custom pricing

Core Features:

AI Writing Assistant – Generates content across various formats, including blogs and social media posts
Content Strategy Automation – Plans and executes content strategies with AI-driven insights
SEO Optimization – Offers tools like entity analysis and NLP scoring to enhance search engine rankings
Automated Backlink Generation – Builds natural backlinks to improve domain authority
Plagiarism and AI Detection – Ensures content originality and human-like quality

Popular Use Cases:

Content Creation – Developing SEO-optimized articles and marketing materials
Brand Management – Maintaining consistent and professional brand assets
SEO Enhancement – Improving website visibility through optimized content and backlinks
Marketing Automation – Streamlining content strategies and execution
Quality Assurance – Verifying content originality and adherence to brand guidelines

12. Surfer SEO

Surfer SEO is a content optimization platform that helps users create high-ranking articles by analyzing over 500 on-page signals and providing data-driven recommendations.

Pricing:

Essential: $89/month
Scale: $219/month
Enterprise: Custom pricing

Core Features:

Content Editor – Provides real-time writing assistance with keyword density and content structure suggestions.
Content Audit – Analyzes existing content and offers SEO metrics and improvement recommendations.
Keyword Research Tool – Generates relevant keyword ideas for new content.SERP Analyzer – Evaluates search engine results to inform content strategies.
Grow Flow – AI-driven assistant offering actionable SEO tasks.

Popular Use Cases:

Blog Post Optimization – Enhancing articles to improve search rankings.
Website Auditing – Identifying and addressing on-page SEO issues.
Keyword Strategy Development – Finding and implementing effective keywords.
Competitor Analysis – Assessing rival content for strategic insights.
Content Planning – Creating data-backed content calendars.

13. Clearscope

Clearscope is an AI-driven content optimization platform that helps marketers create high-ranking, SEO-friendly content by providing data-driven insights and recommendations.

Pricing:

Essentials: $189/month
Business: $399/month
Enterprise: Custom pricing

Core Features:

Content Inventory – Monitors and manages existing content to maintain SEO performance.
Keyword Discovery – Identifies relevant keywords to target for new content opportunities.
Content Reports – Provides detailed analysis and recommendations for content optimization.
Dedicated Account Manager – Offers personalized support and guidance for Business plan users.

Popular Use Cases:

Content Creation – Developing new articles and blog posts optimized for search engines.
Content Auditing – Evaluating and improving existing content to boost SEO rankings.
Keyword Research – Finding and targeting the most effective keywords for your niche.
Team Collaboration – Coordinating content strategies and optimization efforts across teams.
Performance Monitoring – Tracking content effectiveness and making data-driven improvements.

14. Ubersuggest

Ubersuggest is an SEO tool that offers keyword research, site audits, and competitive analysis to help businesses enhance their online presence. It also features an AI Writer that generates SEO-optimized content, including blog posts, meta descriptions, and social media captions.

Pricing:

Individual: $29/month
Business: $49/month
Enterprise/Agency: $99/month

Core Features:

Keyword Research – Generates keyword ideas with search volume and competition metrics.
Site Audit – Evaluates website health and provides optimization suggestions.
Backlink Analysis – Monitors backlink profiles and identifies link-building opportunities.
Traffic Analyzer – Assesses website traffic patterns and top-performing pages.
Rank Tracking – Tracks keyword rankings over time.
AI Writer – Generates SEO-optimized content, including blog posts, meta descriptions, and social media captions.

Popular Use Cases:

Content Creation – Developing SEO-friendly articles and marketing materials.
Competitor Analysis – Understanding competitors’ strategies and performance.
SEO Optimization – Improving on-page and technical SEO elements.
Link Building – Discovering potential backlink sources.
Performance Monitoring – Tracking SEO progress and adjusting strategies accordingly.

15. Adaptify SEO

Adaptify SEO is an AI-driven platform that automates SEO tasks for agencies, including strategy development, content creation, and backlink building, allowing businesses to focus on growth.

Pricing:

Standard: $249/month
Enterprise: Custom pricing

Core Features:

Automated SEO Strategy – Generates a tailored 30/60/90-day content plan with keyword clustering and prioritization.
AI-Powered Content Creation – Produces high-quality, optimized articles, complete with images and infographics, ready for publishing.
Backlink Acquisition – Conducts personalized outreach to secure high-authority backlinks, enhancing domain authority.
White-Label Reporting – Provides customizable reports for client presentations, showcasing SEO performance and progress.
Integration Capabilities – Connects with platforms like Webflow and WordPress for effortless content publishing.

Popular Use Cases:

Agency Automation – Streamlining SEO services for multiple clients without manual intervention.
Content Marketing – Developing and publishing consistent, SEO-optimized content to drive organic traffic.
Link Building – Enhancing website authority through automated, high-quality backlink generation.
Performance Monitoring – Utilizing analytics and reporting tools to track and demonstrate SEO improvements.
Client Management – Offering white-label solutions to present branded reports and maintain client satisfaction.

16. Zapier

Zapier is an automation platform that connects apps and automates workflows without coding. It uses AI to optimize workflow creation, organize processes, and improve productivity.

Pricing:

Free – $0/month
Starter – $19.99–$39.99/month
Professional – $49–$3,389/month
Team – $299.99–$3,499/month
Company – $599–$3,599/month

Core Features:

AI by Zapier – Uses AI to extract data, generate responses, and automate tasks.
Zapier Copilot – AI assistant that helps users build and optimize workflows.
App Integration – Connects with over 7,000 apps for proper automation.
Multi-Step Zaps – Automates complex processes with multiple actions.
Conditional Logic – Adds if/then rules to workflows for better customization.

Popular Use Cases:

Lead Management – Automatically adds new leads to CRM systems.
Social Media Automation – Schedules and publishes posts across platforms.
Email Marketing – Syncs subscriber data between services.
AI-Powered Data Processing – Extracts and organizes information from emails and documents.
E-commerce Order Handling – Notifies teams of new orders and updates inventory.

17. FeedHive

FeedHive is an AI-powered social media management platform that simplifies the process of creating, scheduling, and publishing content across multiple social media channels.

Pricing:

Starter – $19/month
Pro – $49/month
Agency – $99/month

Core Features:

AI Content Creation – Generates content ideas and enhances post quality using AI.
Smart Scheduling – Suggests optimal posting times based on audience engagement.
Analytics Dashboard – Provides insights into follower activity and post performance.
Content Recycling – Identifies top-performing posts for republishing.
Social Inbox – Manages comments and mentions from multiple platforms in one place.

Popular Use Cases:

Content Planning – Developing and scheduling posts across various social media platforms.
Audience Engagement – Responding to comments and messages efficiently.
Performance Analysis – Tracking metrics to refine social media strategies.
Team Collaboration – Coordinating social media efforts within a team.
Hashtag Generation – Utilizing AI to create relevant and trending hashtags.

18. Hootsuite

Hootsuite is a comprehensive social media management platform that enables users to schedule posts, monitor engagement, and analyze performance across multiple social networks. It integrates AI-powered tools to enhance content creation and streamline social media strategies.

Pricing:

Professional – $99/month
Team – $249/month
Business – $739/month
Enterprise – Custom pricing

Core Features:

OwlyWriter AI – Generates social media captions and content ideas using AI.
AI Chatbot – Automates responses in social media inboxes and website chats.
AI-Powered Hashtag Generator – Suggests relevant hashtags to boost post visibility.
Automated Post Scheduling – Plans posts at optimal times based on audience engagement.
Social Listening – Monitors brand mentions and industry trends with AI-driven insights.

Popular Use Cases:

Content Creation – Developing engaging posts with AI assistance.
Customer Engagement – Managing interactions through AI chatbots.
Performance Analysis – Tracking and analyzing social media metrics.
Campaign Management – Coordinating and scheduling multi-platform social media strategies.
Brand Monitoring – Utilizing social listening to stay informed about brand perception.

19. Mailchimp

Mailchimp is an all-in-one marketing platform that enables businesses to manage and engage with their audiences through email campaigns, automation, and analytics. It incorporates AI-powered tools to enhance content creation, optimize marketing strategies, and improve customer engagement.

Pricing:

Free – $0/month
Essentials – Starting at $13/month
Standard – Starting at $20/month
Premium – Starting at $350/month

Core Features:

Email Marketing – Design and send targeted email campaigns.
Marketing Automation – Automate customer journeys and follow-ups.
Audience Management – Segment and manage contacts effectively.
Analytics and Reporting – Track campaign performance with detailed insights.
AI Content Generator – Utilize AI to craft personalized email content.
Creative Assistant – Generate custom designs using AI.
Predictive Demographics – Predict audience demographics to tailor campaigns.
Smart Recommendations – Receive AI-driven product and content suggestions.

Popular Use Cases:

Newsletter Distribution – Sending regular updates to subscribers.
E-commerce Promotions – Promoting products and sales to targeted audiences.
Customer Retention – Engaging existing customers with personalized content.
Lead Nurturing – Automating follow-ups with potential customers.
Event Invitations – Managing RSVPs and communications for events.

20. Canva

Canva is a user-friendly graphic design platform for a wide array of visual content, from social media graphics to presentations. Incorporating AI-powered tools through its Magic Studio suite, Canva improves the design process by offering features like AI-generated content, image editing, and design suggestions.

Pricing:

Free – $0/month
Pro – Starting at $12.99/month
Teams – Starting at $14.99/month
Enterprise – Custom pricing

Core Features:

Magic Write – AI-powered copywriting assistant that generates text content based on prompts.
Magic Design – Creates custom, on-brand content in seconds using AI.
Magic Media – Generates images and videos from text prompts using AI.
Background Remover – Eliminates backgrounds from images with a single click.
Brand Kit – Maintains brand consistency by storing logos, colors, and fonts.

Popular Use Cases:

Social Media Content Creation – Designing engaging posts and stories for various platforms.
Presentation Development – Crafting visually appealing slides for meetings and conferences.
Marketing Materials – Creating brochures, flyers, and posters for promotional purposes.
Collaborative Projects – Working with teams in real-time on design projects.
Brand Management – Ensuring all visual content aligns with brand guidelines.

21. Whale

Whale is an AI-powered platform designed to help businesses document processes and train employees effectively. It combines documentation tools with training systems to streamline onboarding and ensure team alignment.

Pricing:

Free – $0/month
Scale – $99/month
Enterprise – Contact for pricing

Core Features:

AI Writing Assistant – Assists in creating clear and concise documentation.
Step Recorder – Captures processes step-by-step for easy replication.
Video Screen Recorder – Records instructional videos to complement written guides.
Process Templates – Offers over 300 templates to expedite documentation.
Training Flows – Automates employee onboarding and training sequences.

Popular Use Cases:

Employee Onboarding – Streamlining the introduction of new team members.
Process Documentation – Standardizing procedures for consistency.
Compliance Training – Ensuring adherence to industry regulations.
Knowledge Sharing – Facilitating easy access to company information.
Performance Support – Providing resources for ongoing employee development.

22. Notion AI

Notion AI is an add-on to Notion’s productivity platform, enhancing note-taking, project management, and collaboration with artificial intelligence capabilities. It assists users in generating content, summarizing notes, and automating tasks within their Notion workspace.

Pricing:

Notion AI Add-On – $10 per member per month

Core Features:

AI Writing Assistant – Generates content, brainstorms ideas, and drafts emails or blog posts.
Summarization – Condenses lengthy notes or documents into key points.
Translation – Translates text between multiple languages.
Grammar and Spelling Check – Identifies and corrects grammatical errors and typos.
Task List Generation – Creates actionable to-do lists from meeting notes or project plans.

Popular Use Cases:

Content Creation – Drafting articles, emails, or social media posts.
Note Summarization – Extracting main ideas from research or meeting notes.
Language Translation – Converting content for multilingual teams or audiences.
Proofreading – Ensuring written materials are polished and error-free.
Project Planning – Developing task lists and timelines from brainstorming sessions.

23. Taskade AI

Taskade is an AI-enhanced productivity platform that combines task management, note-taking, and collaboration tools to streamline workflows for individuals and teams. With AI capabilities, it automates tasks, generates content, and optimizes project management processes.

Pricing:

Free – $0/month
Pro – $10/month
Team – $100/month

Core Features:

AI Agents – Customizable virtual assistants that automate tasks and provide insights.
Project Templates – Pre-designed structures for various project types to expedite setup.
Real-Time Collaboration – Allows multiple users to work simultaneously on tasks and documents.
Cross-Platform Access – Availability on web, mobile, and desktop platforms for seamless use.
Integrations – Connects with over 5,000 apps, including Gmail, Slack, and Typeform.

Popular Use Cases:

Project Management – Organizing tasks, setting deadlines, and tracking progress.
Content Creation – Utilizing AI to draft articles, emails, or brainstorming ideas.
Team Collaboration – Sharing workspaces and communicating in real-time with team members.
Automation – Setting up workflows to automate repetitive tasks across applications.
Personal Productivity – Managing daily to-do lists and personal projects efficiently.

24. Chatfuel

Chatfuel is a no-code platform that enables businesses to create AI-powered chatbots for platforms like Facebook Messenger, Instagram, and WhatsApp. These chatbots assist in automating customer interactions, lead generation, and sales processes.

Pricing:

Business (Facebook & Instagram) – Starting at $23.99/month
Business (WhatsApp) – Starting at $23.99/month
Enterprise – Custom pricing

Core Features:

AI Chatbots – Utilizes GPT-4 integration to create human-like conversational agents.
Flow Builder – Drag-and-drop interface for designing conversation pathways.
Ready-Made Templates – Over 30 templates for various chatbot use cases.
Automated Communication – Manages interactions across multiple channels, including direct messages and comments.
Live Chat Integration – Allows seamless transition from chatbot to human agents when necessary.

Popular Use Cases:

Customer Support – Providing instant responses to common inquiries.
Lead Generation – Collecting user information for sales follow-ups.
Product Recommendations – Suggesting products based on user preferences.
Appointment Booking – Scheduling meetings or services through chat.
Feedback Collection – Gathering customer opinions and reviews.

Chatfuel’s AI capabilities and user-friendly design make it a valuable tool for businesses aiming to enhance customer engagement and streamline communication processes.

25. Userbot.ai

Userbot.ai is an AI-driven chatbot platform that automates customer service interactions across various channels, including websites, social media platforms, and messaging apps. It uses natural language processing and machine learning to understand and respond to user inquiries effectively.

Pricing:

Free – €0/month
Starter – €49/month
Professional – €99/month
Enterprise – Contact for pricing

Core Features:

AI Chatbot Builder – Create and deploy chatbots without coding.
Natural Language Processing – Understand and process user inputs in multiple languages.
Live Chat Integration – Seamlessly transition from bot to human agents when necessary.
Analytics Dashboard – Monitor chatbot performance and user interactions.
Third-Party Integrations – Connect with CRM, ERP, and communication platforms like SAP, Salesforce, HubSpot, and Slack.

Popular Use Cases:

Customer Support Automation – Handle common inquiries to reduce the workload on human agents.
Lead Generation – Engage website visitors and collect contact information.
E-commerce Assistance – Provide product recommendations and assist with purchases.
Internal Help Desk – Support employees with automated responses to common questions.
Feedback Collection – Gather customer opinions and insights through conversational surveys.

26. ManyChat

ManyChat is a chatbot platform that helps businesses automate conversations across various messaging channels, including Facebook Messenger, Instagram Direct Messages, WhatsApp, SMS, and email. With AI-powered features, ManyChat boosts customer engagement, lead generation, and support services.

Pricing:

Free – $0/month
Pro – Starting at $15/month
Elite – Custom pricing

Core Features:

AI Intents – Understands user intentions to provide accurate responses.
AI Step – Automates complex interactions using AI-driven conversation flows.
Flow Builder – Visual interface for designing chatbot conversations.
Multi-Channel Support – Engages users across various platforms like Messenger, Instagram, WhatsApp, SMS, and email.
E-commerce Integrations – Connects with platforms like Shopify to automate sales processes.

Popular Use Cases:

Customer Support – Automating responses to frequently asked questions.
Lead Generation – Collecting user information through interactive conversations.
Marketing Campaigns – Sending targeted promotions and updates.
Appointment Scheduling – Managing bookings and reservations via chat.
Order Tracking – Providing customers with real-time updates on their purchases.

27. Lexica Art

Lexica Art is an AI-driven platform that serves as both a search engine and gallery for images generated using Stable Diffusion, an advanced AI art model. It allows users to explore, search, and download a vast collection of AI-generated artwork.

Pricing:

Free – $0/month

Core Features:

AI Image Generation – Utilizes Stable Diffusion to create diverse images based on text prompts.
Extensive Image Gallery – Hosts a vast collection of AI-generated images for browsing and inspiration.
Advanced Search Functionality – Enables users to find images using specific prompts, keywords, or parameters.
Prompt Analysis – Allows users to understand how different text inputs influence image generation.
Downloadable Content – Provides options to download images for personal or commercial use, subject to licensing terms.

Popular Use Cases:

Artistic Inspiration – Exploring AI-generated images to inspire new creative projects.
Design Reference – Utilizing AI-generated visuals as references for design work.
Educational Resource – Learning about AI art generation and the impact of various prompts.
Content Creation – Incorporating unique AI-generated images into digital content.
Creative Experimentation – Experimenting with text prompts to produce novel visual outcomes.

28. LALAL.AI

LALAL.AI is an AI-powered audio processing tool that specializes in separating vocal and instrumental tracks from audio and video files. Leveraging advanced neural network technology, it provides high-quality stem extraction, making it valuable for musicians, producers, and audio engineers.

Pricing:

Lite Pack – $15
Plus Pack – $25
Pro Pack – $35

Core Features:

Stem Separation – Extracts vocals, drums, bass, and other instruments from audio tracks.
Enhanced Processing – Offers modes like Clear Cut and Deep Extraction for refined audio quality.
De-Echo Function – Removes echo and reverberation from recordings.
Noise Cancellation – Provides adjustable levels to reduce background noise.
Batch Processing – Allows multiple files to be processed simultaneously.

Popular Use Cases:

Remixing – Isolating vocals or instruments for creative reinterpretations.
Karaoke Tracks – Removing vocals to create instrumental versions.
Audio Restoration – Cleaning up recordings by eliminating unwanted noise.
Music Education – Studying individual components of a track for learning purposes.
Content Creation – Extracting specific audio elements for podcasts or videos.

29. PhotoRoom

PhotoRoom is an AI-powered photo editing application designed to simplify the creation of professional-quality images. It offers tools for background removal, image enhancement, and design templates, catering to e-commerce sellers, content creators, and individuals seeking polished visuals.

Pricing:

Free – $0/month
Pro – Starting at $7.50/month (billed annually)
Teams – Starting at $7.50/month per user (billed annually)
Enterprise – Custom pricing

Core Features:

Background Remover – Automatically removes backgrounds from images.
AI Backgrounds – Generates realistic backgrounds in less than a second.
AI Retouch – Removes unwanted parts of your image with a swipe.
Batch Editor – Edits multiple photos simultaneously.
Smart Resize – Instantly resizes images for any platform.

Popular Use Cases:

Product Photography – Creating clean, professional images for online listings
Social Media Content – Designing engaging posts and stories.
Marketing Materials – Crafting promotional visuals and advertisements.
Profile Pictures – Enhancing personal or professional profile images.
Creative Projects – Developing unique designs for various purposes.

30. Midjourney

Midjourney is an advanced AI image generator that transforms textual descriptions into high-quality images across various styles. Accessible primarily through a Discord bot, users input prompts to generate unique visuals, making it a valuable tool for artists, designers, and creative professionals.

Pricing:

Basic Plan – $10/month
Standard Plan – $30/month
Pro Plan – $60/month
Mega Plan – $120/month

Core Features:

Text-to-Image Generation – Converts descriptive text prompts into four image variations.
Style Customization – Allows users to refine and adjust art to fit their vision.
High Image Resolution – Generates images with resolutions up to 1,792 x 1,024 pixels, allowing more space and detail in the images created.
Vary (Region) Feature – Enables users to select specific areas of an image and apply variations only to that region while keeping the rest of the image unchanged.
Web Interface – Offers a web-based platform with tools like image editing, panning, zooming, region variation, and inpainting, enhancing accessibility beyond Discord.

Popular Use Cases:

Artistic Exploration – Assists artists in exploring unconventional designs and new visual ideas.
Concept Development – Aids designers in visualizing ideas during the brainstorming phase.
Marketing Materials – Generates unique visuals for promotional content.
Storyboarding – Assists writers and filmmakers in visualizing scenes.
Educational Projects – Provides visual aids for presentations and learning materials.

31. DALL·E 3

DALL·E 3 is OpenAI’s latest iteration of its AI image generator, designed to create highly detailed and accurate images from textual descriptions. Building upon its predecessors, DALL·E 3 offers a better understanding of nuanced prompts, allowing users to generate visuals that closely match their imaginative concepts.

Pricing:

ChatGPT Plus Subscription – $20/month, offering unlimited access to DALL·E 3’s image generation capabilities within ChatGPT.

Core Features:

Advanced Text-to-Image Generation – Transforms detailed textual prompts into high-quality images.
Seamless ChatGPT Integration – Allows users to generate images directly within ChatGPT conversations, facilitating interactive content creation.
Enhanced Prompt Understanding – Interprets complex and nuanced descriptions to produce accurate visual representations.
Customizable Outputs – Enables users to refine and adjust generated images based on iterative feedback.

Popular Use Cases:

Creative Design – Assisting artists and designers in visualizing concepts and prototypes.
Marketing and Advertising – Generating unique visuals for campaigns and promotional materials.
Educational Content – Creating illustrative images for learning resources and presentations.
Entertainment – Developing concept art for storytelling, gaming, and multimedia projects.
Personal Projects – Crafting customized visuals for events, gifts, or personal enjoyment.

32. ElevenLabs

ElevenLabs is an AI-driven platform specializing in advanced text-to-speech and voice cloning technologies. It offers users the ability to generate highly realistic speech, capturing human-like intonation and emotion, from textual input.

Pricing:

Free Tier – $0/month
Starter – $5/month
Creator – $22/month
Independent Publisher – $99/month
Growing Business – $330/month

Core Features:

Speech Synthesis – Generates lifelike speech by interpreting textual context to adjust intonation and pacing.
Voice Cloning – Creates custom voice profiles from short audio samples, enabling the replication of specific voices.
Multilingual Support – Offers speech generation in 32 languages, including major languages like Spanish, French, and Mandarin.
AI Dubbing – Translates and dubs audio content into over 20 languages while preserving the original speaker’s voice and emotions.
Voice Library – Provides a collection of pre-designed voice profiles for immediate use.

Popular Use Cases:

Audiobook Production – Converts written content into spoken word, facilitating audiobook creation.
Content Creation – Generates voiceovers for videos, podcasts, and other media projects.
Accessibility – Assists visually impaired users by converting text to speech for easier content consumption.
Language Learning – Provides pronunciation guides and listening practice in multiple languages.
Entertainment – Creates character voices for games and animations.

33. Pictory AI

Pictory AI is a video creation tool that turns text, articles, and existing videos into short, engaging videos using AI. It automates editing, captioning, and content selection, making video production fast and simple.

Pricing:

Free Trial – $0/month
Standard – $19/month
Premium – $39/month
Enterprise – Custom pricing

Core Features:

Text-to-Video – Converts scripts and blog posts into videos with auto-selected visuals.
AI Video Editing – Cuts, captions, and enhances videos without manual effort.
Auto-Summarization – Extracts key moments from long videos for highlights.
URL-to-Video – Transforms web pages into short video summaries.
PowerPoint to Video – Converts presentations into narrated videos.

Popular Use Cases:

Marketing – Creating ads, product videos, and social media clips.
Content Repurposing – Turning blogs, podcasts, and webinars into videos.
Education – Converting lessons and presentations into video formats.

34. Runway

Runway is an AI-powered creative platform offering tools for video and image generation, editing, and special effects. It caters to creators seeking to enhance their multimedia projects with advanced AI capabilities.

Pricing:

Basic – Free
Standard – $12/month per user
Pro – $28/month per user
Unlimited – $76/month per user

Core Features:

Gen-3 Alpha – Generates 10-second video clips from text, images, or video inputs.
Video Editing – Offers tools like inpainting, background removal, and motion tracking.
Image Generation – Creates images from text prompts with stylistic control.
Audio Tools – Provides features like clean audio and beat snapping.

Popular Use Cases:

Filmmaking – Assisting in pre-production and post-production processes.
Content Creation – Enhancing videos and images for social media.
Marketing – Developing promotional materials with AI-generated visuals.

35. Descript

Descript is an AI-driven audio and video editing platform that enables users to edit media files by manipulating text transcriptions. It offers features like transcription, screen recording, and overdubbing, simplifying the editing process for content creators.

Pricing:

Free – $0/month
Creator – $12/month
Pro – $24/month
Enterprise – Custom pricing

Core Features:

Transcription – Converts audio and video into editable text.
Overdub – Allows users to create a text-to-speech model of their voice for seamless edits.
Screen Recording – Captures screen activity with integrated editing tools.
Multitrack Editing – Supports editing multiple audio and video tracks simultaneously.
Studio Sound – Enhances audio quality by reducing noise and improving clarity.

Popular Use Cases:

Podcast Editing – Simplifies editing through text-based manipulation and overdubbing.
Video Content Creation – Facilitates easy editing and transcription for video projects.
Screen Recording Tutorials – Combines screen capture with robust editing capabilities.
Transcription Services – Provides accurate transcriptions for meetings and interviews.

36. Salesforce

Salesforce is a leading customer relationship management (CRM) platform that integrates artificial intelligence to enhance business processes across sales, service, marketing, and commerce. Their AI suite, formerly known as Einstein, has evolved into Agentforce, offering autonomous AI agents to improve efficiency and customer engagement.

Pricing:

Sales Cloud Einstein – $50/user/month
Service Cloud Einstein – $50/user/month
Einstein for Service – $75/user/month
Einstein Relationship Insights – Starting at $50/user/month
Einstein Conversation Insights – Starting at $50/user/month

Core Features:

Agentforce AI Agents – Autonomous agents that assist in customer service, marketing campaigns, and sales coaching.
Einstein GPT – Generative AI services integrated into Salesforce products, enabling natural language interactions and content generation.
Predictive Analytics – Provides insights and forecasts to drive data-informed decisions.
Automation Tools – Streamlines workflows and automates routine tasks to enhance productivity.

Popular Use Cases:

Sales Optimization – Utilizing AI to prioritize leads and opportunities.
Customer Support – Deploying AI agents to handle inquiries and resolve issues.
Marketing Personalization – Creating targeted campaigns based on AI-driven insights.
E-commerce Recommendations – Suggesting products to customers using AI analysis.

37. Reply.io AI Sales Email Assistant

Reply.io’s AI Sales Email Assistant is an AI-powered tool designed to help users craft human-like sales emails. It focuses on personalization, helping users generate emails and follow-ups based on summaries or bullet points, and improve existing drafts.

Pricing: Reply.io offers various pricing plans, starting from $49 per month, with higher tiers providing additional features and increased email volumes.

Core Features:

First-Step Email Generation – Create professional emails from summaries or bullet points.
AI Follow-Up Creation – Automatically generate follow-up emails based on previous correspondence.
Email Quality Check – Analyze and improve email copy to enhance deliverability and engagement.
AI Response Handling – Categorize and manage incoming replies to identify warm opportunities.

Popular Use Cases:

Sales Outreach – Automate and personalize email campaigns to engage prospects effectively.
Lead Nurturing – Maintain consistent communication with leads through automated follow-ups.
Email Optimization – Enhance existing email drafts for better engagement and response rates.

38. WhatConverts

WhatConverts is a comprehensive lead tracking and reporting platform that captures and analyzes leads from various channels, including calls, forms, chats, and e-commerce transactions.

Pricing:

Call Tracking – $30/month
Plus – $60/month
Pro – $100/month
Elite – $160/month
Agency Plus – $500/month
Agency Pro – $800/month
Agency Elite – $1,250/month

Core Features:

Lead Tracking – Captures leads from calls, forms, chats, and e-commerce transactions.
Dynamic Number Insertion – Assigns unique tracking numbers to marketing sources for accurate attribution.
Call Recording and Transcription – Records and transcribes calls for quality assurance and training.
Custom Reporting – Generates reports to analyze marketing performance.
Integrations – Seamlessly integrates with tools like Google Ads, Analytics, and various CRMs.

Popular Use Cases:

Marketing Agencies – Demonstrating ROI to clients by tracking lead sources.
Businesses – Identifying effective marketing channels to optimize strategies.
Sales Teams – Monitoring lead quality and improving follow-up processes.

39. Pixis AI

Pixis AI offers a codeless AI infrastructure designed to enhance marketing efficiency. It provides tools for audience targeting, creative asset generation, and performance optimization, enabling brands to scale their demand generation efforts.

Pricing: Specific pricing details are not publicly disclosed. Interested users should contact Pixis directly for customized pricing based on their needs.

Core Features:

Targeting AI – Identifies and expands high-intent audiences using neural networks.
Creative AI – Automates the creation of personalized visual and text content using generative AI models.
Performance AI – Optimizes marketing performance by automating bid and budget management to maximize return on ad spend (ROAS).

Popular Use Cases:

Marketing Teams – Enhancing campaign efficiency and effectiveness through AI-driven insights and automation.
Creative Departments – Generating and optimizing creative assets rapidly to meet diverse marketing needs.
Agencies – Providing clients with advanced AI solutions for targeting, creative development, and performance optimization.

40. Albert.ai

Albert.ai is an autonomous AI marketing platform that manages and optimizes cross-channel digital campaigns. It leverages machine learning to analyze data, execute campaigns, and provide insights, aiming to enhance marketing efficiency and ROI.

Pricing: Customized pricing based on company type and annual advertising budget.

Core Features:

Cross-Channel Campaign Management – Automates campaigns across search, social, and programmatic channels.
Audience Segmentation – Identifies and targets specific audience segments for personalized marketing.
Creative Optimization – Enhances ad creatives based on real-time performance data.
Predictive Analytics – Utilizes machine learning to forecast trends and outcomes.

Popular Use Cases:

E-commerce – Boosting online sales through targeted advertising.
Lead Generation – Attracting potential customers for B2B services.
Brand Awareness – Increasing visibility via optimized ad placements.

41. Brand24

Brand24 is a social media monitoring tool that provides real-time insights into online mentions across various channels, helping businesses manage their online reputation and engage with their audience effectively.

Pricing:

Individual – $119/month
Team – $159/month
Pro – $239/month
Enterprise – $399/month

Core Features:

Mentions Monitoring – Tracks brand mentions across social media, blogs, forums, news sites, and podcasts.
Sentiment Analysis – Identifies and categorizes mentions as positive, negative, or neutral to assess brand perception.
AI Insights – Provides personalized, concise weekly reports with charts, metrics, trend analysis, and actionable recommendations.
Influencer Tracking – Identifies key influencers discussing your brand to enhance outreach strategies.
Anomaly Detection – Alerts users to sudden spikes or drops in mentions, helping to quickly address potential issues.

Popular Use Cases:

Reputation Management – Monitoring online mentions to maintain a positive brand image.
Competitor Analysis – Tracking competitors’ online presence to identify market opportunities.
Customer Engagement – Responding promptly to customer feedback and inquiries across digital platforms.

42. Influencity

Influencity is an AI-powered influencer marketing platform that helps brands and agencies manage influencer campaigns across multiple social media channels. It offers tools for influencer discovery, relationship management, campaign management, and reporting.

Pricing:

Basic – $198/month
Professional – $398/month
Business – $998/month

Core Features:

Influencer Discovery – Access to a database of over 200 million influencers across platforms like Instagram, TikTok, and YouTube, with advanced filtering options.
Influencer Relationship Management (IRM) – Organize and manage influencer collaborations, track communications, and maintain detailed profiles.
Campaign Management – Plan, execute, and monitor influencer campaigns with tools for task assignment and performance tracking.
Reporting and Analytics – Generate comprehensive reports on campaign performance, audience demographics, and engagement metrics.
Social Media Management – Features include a content calendar, inbox and comment management, bio links, paid ads, and analytics.

Popular Use Cases:

Brands – Identifying and collaborating with influencers to promote products or services.
Agencies – Managing multiple influencer campaigns for various clients efficiently.
E-Commerce – Leveraging influencer partnerships to drive online sales and enhance brand visibility.

43. Adobe Photoshop

Adobe Photoshop is a leading image editing software that integrates advanced artificial intelligence (AI) features to enhance creative workflows. Recent updates have introduced AI-powered tools like Generative Fill and Generative Expand, enabling users to perform complex edits with ease.

Pricing:

Photoshop Single App – $20.99/month
Creative Cloud Photography Plan (includes Photoshop and Lightroom) – $19.99/month
Creative Cloud All Apps (access to 20+ Adobe apps) – $54.99/month
Photoshop Mobile App Premium – $7.99/month or $69.99/year

Core AI Features:

Generative Fill – Allows users to add, remove, or modify content in images using text prompts, enabling seamless editing and creative exploration.
Generative Expand – Expands images beyond their original borders by generating new content that matches the existing scene, useful for reframing and extending visuals.
Neural Filters – Applies AI-powered filters to adjust facial expressions, transfer styles, and enhance image quality, offering creative possibilities.

Popular Use Cases:

Photo Editing – Enhancing and retouching images with AI-assisted tools for precise adjustments.
Graphic Design – Creating composites, digital artwork, and visual content using AI features to streamline the design process.
Marketing Materials – Developing promotional content with AI-driven enhancements to achieve professional results efficiently.

44. Revid.ai (formerly Typeframes)

Revid.ai is an AI-driven video creation platform that transforms text into engaging videos, streamlining content production for platforms like TikTok, Instagram, and YouTube.

Pricing:

Hobby – $39/month
Growth – $99/month
Ultra – $199/month

Core Features:

Text-to-Video Conversion – Transforms text prompts into dynamic videos.
Customizable Templates – Offers various templates to match different content needs.
Audio Integration – Allows addition of background music or voiceovers.
AI Avatar Creation – Generates AI-driven avatars for personalized content.

Popular Use Cases:

Social Media Content – Creating engaging videos for platforms like TikTok and Instagram.
Product Promotions – Developing promotional videos for products or services.
Educational Content – Producing informative videos for educational purposes.

Conclusion

AI tools are no longer just nice-to-have—they’re essential for marketing agencies looking to stay ahead in 2025. From automating repetitive tasks to optimizing SEO, generating content, and streamlining customer interactions, these 44 tools cover every aspect of modern marketing. Scale outreach, improve ad performance, and create high-quality visuals—there’s an AI tool designed to perform every task, making your job easier.

The key is not just adopting AI but integrating it effectively into your workflow. Choose the tools that align with your needs, experiment, and refine your approach. With AI as your sidekick, marketing isn’t just smarter—it’s faster, more efficient, and, honestly, a little more fun.

And remember, we at OmniMind are here to help, anytime!

Now go, conquer your marketing campaigns, and maybe—just maybe—take a well-earned break while AI automates routine tasks. You deserve it.

By Oleg Kopachovets Published: Feb 18, 2025

Last updated: Mar 20, 2025

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Top 17 AI Chatbots for Banking & Financial Services

Updated at: 03/03/2025

By Oleg Kopachovets

Share on Social Media

21 min.

AI Chatbots for Banking and Customer Support
AI Chatbots for Fraud Prevention & Security
AI Chatbots for Personal Finance & Wealth Management
AI Chatbots for Financial Institutions & Enterprise Banking
AI Chatbots for Lead Generation & Customer Engagement in Finance
How to Choose the Right Finance Chatbot

Banking and the financial sector are quite conservative, but AI tools are changing the rules of the game even for them. It is a development driver that is opening up new ways of attracting new customers and meeting the needs of existing ones right before our eyes. AI can do everything from automating and personalizing customer service to enhancing internal operational issues.

In 2024, the chatbot market size was $7.57 billion. The growth is only going to continue!

The pandemic, lockdown, and other cataclysmic events have contributed to this surge and changed consumer behavior. They don’t want to wait and waste time in queues. They want to quickly accomplish familiar tasks, conveniently and easily order goods, and pay online. And this is where artificial intelligence takes center stage. This is where we see the revolution of the banking and financial sectors. It helps financial institutions optimize all processes, from credit decisions and fraud detection to cybersecurity and financial risk management.

In this article, we will explore what an AI chatbot for finance is, how such solutions improve customer experience, and what options are available on the market. We’ll also look at 17 AI chatbots that are working in the banking sector and financial services market today.

Ready to learn more? Then let’s get started!

What Is Finance Chatbots?

AI chatbot fintech is a virtual assistant that mimics a conversation with a human, instantly providing relevant information or personalized recommendations. They use artificial intelligence (AI) and natural language processing (NLP) to understand and respond to customer queries in real time.

The AI chatbot for finance can have different business goals:

Better service. Chatbots are available 24/7 and can handle a large number of requests at the same time, which significantly reduces wait times.
Counseling. AI chatbots introduce banking products, provide advice on financial services, loan terms, deposits, and other instruments.
Personalized banking. Traditional banking is not always able to satisfy sophisticated consumers. Finance AI chatbot analyzes customer behavior and provides them with individual banking offers.
Cost reduction. Service automation with AI chatbots reduces call center costs and operator salaries.
Fighting fraud. AI quickly analyzes huge amounts of data, which allows to identify suspicious and atypical fund transfers or online payment transactions.
Increasing sales. An AI chatbot for finance can be an effective way to attract new customers or help existing customers make decisions about banking services.
Increased efficiency. Chatbots automate many routine tasks of bank employees.
Data collection. AI chatbots can collect information about customers, their preferences and financial situation. This data can be used to improve customer service and marketing campaigns.

As you can see, an AI chatbot fintech can solve a wide range of tasks. But how exactly does it operate in practice? Next, let’s look at specific examples of AI chatbots in banking.

AI Chatbots for Banking and Customer Support

AI chatbots in finance, for banks, and customer support are virtual assistants that work around the clock and handle a large number of requests simultaneously, track transactions and handle customer interactions. This makes customer service more efficient.

1. Erica by Bank of America

Bank of America launched Erica virtual financial assistant in 2018. According to BofA, 42 million users have made 2 billion interactions since launch, and the virtual assistant has answered 800 million queries… Erica answers 98% of questions within 44 seconds on average. Every day, customers contact the bot 2 million times. These are unattainable numbers for customer service.

This finance AI chatbot acts as a virtual assistant that provides account information on demand, as well as tracks transactions, reminds customers about their accounts, and sends notifications when double debits occur. Erica can be interacted with in a variety of ways, including text messages or voice commands.

Features

Searches on-demand for past credit and debit card transactions;
monitors recurring expenses;
with Erica, Merrill investment account holders can access quotes, track results, make trades, or contact a Merrill advisor directly in the app;
unexpectedly for a finance AI chatbot, but the fact is that Erica has a sense of humor. It occasionally jokes around with clients.

Pros

Assists clients in understanding their spending behavior;
provides weekly updates on monthly expenses;
reminds them to make scheduled payments;
FICO® Score Insights notifies customers of credit score changes.

Cons

Erica is available in English only and exclusively on the Bank of America® Mobile Banking app.

Pricing

Erica is available for free in the latest version of the Bank of America® Mobile Banking app. The app is available for download for U.S. cell phone number holders.

2. Eno by Capital One

Eno, an AI chatbot fintech, answers questions in Capital One’s mobile app and web banking online. It not only helps manage finances but also monitors security to detect and prevent fraud in time. Among the security measures are two-step authentication, card blocking function, and real-time alerts for unusual or suspicious payments. This finance AI chatbot responds after short requests-responses “account balance” (or “bal”), “transactions” (or “trans”), “available credit” (or “cred”), “payment date” (or “date”), etc. According to the developers, Eno has a great sense of humor and loves puns. When asked, it shares jokes and anecdotes with users.

Features

Creates virtual card numbers for specific merchants when shopping online with the desktop version, greatly reducing the risk of merchant fraud;
tracks the end of the free trial period for most subscriptions, allowing you to cancel your subscription before your payment is charged;
controls automatic recurring payments.

Pros

Sends notifications after double debits and makes recommendations on how to resolve the issue;
analyzes expenses and tracks recurring payments;
send spending data to your email and notifications to your smartwatch.

Cons

Available in English only;
users say there are sometimes technical problems with the desktop extension.

Pricing

Eno is available in the Capital One Mobile app, which is free to use.

3. Kore.ai Banking Assistant

The ready-to-deploy virtual banking assistant automates and optimizes Service Experience, Customer Experience, and Accessibility Experience. The platform offers more than 250 ready-to-use options, including a finance AI chatbot for digital banking or call center automation and answering customer queries. With Workbench solutions, you can quickly customize your virtual assistant to fit your specific brand.

Features

Generates dynamic and human-like responses tailored to specific audiences;
integrates with existing systems, including popular LLMs or client companies’ proprietary solutions;
provides real-time contextual customer information when used for call center automation.

Pros

Contains prompt templates for multilingual and personalized responses;
call center employees can search for answers in the created knowledge base during the call;
extracts data from conversation analytics.

Cons

May have difficulties customizing integrations.

Pricing

Ready to deploy virtual banking assistant costs +5¢ per session. Information on customized quotes for projects and access to a demo of the AI platform is available upon request.

4. Ceba by Commonwealth Bank

Finance AI chatbot, developed by Commonwealth Bank Australia, performs more than 200 banking transactions, from activating a card to getting cash without a card. Ceba recognizes about 60,000 query variations and provides detailed answers to questions such as “Where are my bank statements?” or “I’d like to pay my bill”.

Features

A one-stop support center for solving customers’ banking needs;
allows you to block or cancel your card, as well as dispute the transaction;
available 24/7 for all bank customers.

Pros

Redirects inquiries to specialists or connects to a customer service agent when necessary;
using the app, bank customers can trade Australian shares and explore content about investing;
Money Plan helps control spending and savings.

Cons

Available exclusively to Commonwealth Bank customers.

Pricing

Available in the NetBank and CommBank apps.

5. LivePerson Conversational AI

LivePerson’s conversational AI platform has many different features that can transform banking services and customer experience. Conversational banking tools can be used to provide personalized advice or redirect customers from waiting lines to more convenient communication channels, providing exceptional customer experience and human interaction. Yes, conversational AI can do this and more.

Features

Advanced Intent Manager analytics updates customer data in real time to help you understand customer intent;
uses Conversation Builder® to create AI chatbots and automated flows without writing code;
enables multi-channel engagement across multiple channels, including mobile devices, messengers, and social media;
Proactive Messaging offers users promotional offers and discounts.

Pros

Conversational solutions make customer self-service as easy as possible: auto payments, cancel payments, check account balances, ability to replace cards, fraud alerts, and automated loan pre-approval process.
a finance AI chatbot integrates with Salesforce, Microsoft Dynamics, NetSuite, SugarCRM, Zendesk, and Adobe Experience Cloud and connects to any CMS via API or ready-made connectors to ensure a continuous data flow;
The Report Center offers out-of-the-box reporting features to evaluate chat transcripts and the effectiveness of conversational AI and human communication across channels.

Cons

Some users have noted difficulties with the Safari browser.

Pricing

Pricing for Bronze, Silver, and Gold plans is available upon request.

AI Chatbots for Fraud Prevention & Security

Security is at the core of banking and financial transactions, even more so when making online payments. AI chatbots help protect consumer data and money by detecting suspicious activity and fraudulent schemes.

6. Amelia [formerly IPsoft]

Amelia is a conversational AI platform. The developers offer two types of virtual assistants for financial institutions — Action Agents and Action Agents. Their main areas of use can be reduced to two categories: interaction of customers and employees with financial companies and automation of tasks and repetitive requests to reduce specialists’ workload in contact centers. When integrated with banking solutions, Amelia AI transforms digital banking.

Features

Amelia AI Agents are powered by Generative AI, Deterministic AI, and RAG to recognize customer intent;
Amelia AI Agents are equipped with out-of-the-box financial skills and trained in hundreds of financial scenarios, tasks, and skills, including making payments, finding ATMs, and fraud alerts;
based on the conversational AI platform, enterprise AI agents can be created to serve customers across all voice and chat channels.

Pros and Cons

Supports over 100 languages and communicates naturally with customers;
generates instant responses to user queries by connecting to existing content ecosystems;
average response time of less than 1 minute.

Pricing

Demo and pricing are available upon request.

7. ChatGPT Enterprise for Finance

ChatGPT Enterprise is the most powerful version of ChatGPT today. OpenAI offers a variety of ways to use its AI tool in financial organizations: analyzing massive amounts of financial data, identifying patterns and forecasting, compliance, reporting, and creating a finance AI chatbot for automated customer interaction.

Features

The Code Interpreter feature analyzes any information in seconds;
ChatGPT Enterprise can be used to create chatbots to answer customer questions, provide information about products and services, process loan applications, check credit history, advise customers on insurance or retirement planning;
suitable for analyzing financial data and identifying suspicious transactions.

Pros

A convenient analytical dashboard for analyzing usage;
provides an administrator console with bulk member management;
Enterprise users get unlimited access to advanced data analysis;
integrates with applications already in use in workflows.

Cons

ChatGPT lacks critical thinking and can be biased.

Pricing

ChatGPT Enterprise pricing is available upon request.

8. Posh AI

The Posh platform offers several AI solutions for the banking industry, including virtual assistants to improve customer experience and operational efficiency. Posh AI assistants enable bot personalization, automate routine banking tasks, reduce wait times, decrease response rates by 92%, resolve 91% of queries without a live agent, and limit contact center costs.

Features

Knowledge Assistant provides instant answers for live chat with customers and provides 24×7 support for any query;
Voice Assistant in finance AI chatbot can greet callers, answer frequently asked questions, provide seamless banking service over the phone, verify caller identity to prevent fraudulent activities;
Digital Assistant is designed specifically for the banking sector. An AI chatbot handles customer queries 24/7 on website and mobile banking and transfers them to real agents when required.

Pros

Each Posh assistant can be customized to meet the needs of a specific bank, providing customers with a natural interaction;
offers flexible automation and self-service options, including checking balances, making payments, and obtaining loan and repayment information;
verifies user identity using PIN codes or one-time passwords from SMS, providing customers with security.

Cons

Difficulties may arise at the initial stage of using the solution.

Pricing

The demo version and pricing are available upon request.

AI Chatbots for Personal Finance & Wealth Management

Such AI chatbots in finance help users with budgeting and financial planning, provide personalized investment advice.

9. Haro by Hang Seng Bank

The virtual assistant is developed by Hang Seng, one of the largest banks in Hong Kong. The HARO AI chatbot solves banking and secure transaction issues 24/7. It works on Hang Seng Bank’s website, Hang Seng Personal Banking App, and WhatsApp.

Features

FX updates, market forecasts, credit card offers, and Green Receipt service, as well as search for nearest bank branches and ATMs are available on HARO WhatsApp;
at the command of the finance AI chatbot, HARO transfers funds to third parties or to clients’ own accounts;
dynamics of expenses and visualization of account balance with the help of charts is also available to simplify financial planning.

Pros

AI chatbot for finance includes currency exchange, travel, health, and life insurances;
supports accelerated payment system;
answers questions about investments and loans.

Cons

Supports Traditional Chinese, Simplified Chinese, Cantonese, and English.

Pricing

Available free of charge for bank customers.

10. Virtual Financial Assistant powered by Abe.ai and Envestnet | Yodlee

The pre-built virtual financial assistant powered by Abe.ai AI-driven conversational technology is designed exclusively for the financial industry. It enables banks to send proactive notifications and recommendations to customers to influence their financial habits and spending in real time. Banks can get deep analytics on their customers’ habits.

Features

Feature-rich virtual financial assistants [VFAs] operate across all digital channels — website, online banking, mobile app and messengers;
off-the-shelf VFA options and customized AI packages for chatbots and conversational banking are available;
voice channels, proactive recommendations, and personalized messaging engage consumers and drive app usage.

Pros

Users can set financial goals, manage budgets, and track their spending for their own financial well-being;
embedded AI is trained on financial data, communicates naturally, answers basic questions, provides personalized information to customers, and can interpret queries and select appropriate actions based on context;
cloud-based platform with out-of-the-box VFAs integrates with banking systems and contact center platforms.

Cons

The solution can be expensive.

Pricing

Abe.AI pricing plans vary depending on the specific solution. Pricing information is available upon request.

11. Personetics

The Personetics platform offers AI tools for proactive financial management. These are financial institutions solutions that don’t just serve customers and analyze their financial behavior, but help them achieve financial goals, increase engagement and deposits, build trust and loyalty.

Features

Personetics Engage, with a library of ready-made custom scenarios and banking-specific triggers, provides users with real-time data, predictive balances, and personalized advice to anticipate problems and take timely action to address their financial situation;
with Engagement Builder, banks can quickly deploy a solution, manage analytics, and offer customers services that meet their needs;
Personetics ACT, smart journeys, financial activity trackers and personalized advice encourage savings for customers of different ages, adapt to their needs, financial activity and preferences, help them set, manage and track multiple financial goals, including savings accumulation.

Pros

Financial Recap provides Instagram-style summaries of spending over the past seven days;
Personetics + Q2’s personalized engagement platform integrates with out-of-the-box UX widgets and flexible customization options;
over 100 hyper-personalized insights and tips are based on each customer’s transactional analysis;
SaaS system can be deployed in 12 weeks on the Personetics Azure cloud.

Cons

Users note the complexity of configuration in terms of customer experience.

Pricing

Pricing upon request.

12. BankBuddy.AI

The BankBuddy platform offers financial institutions a complete digital banking solution. Off-the-shelf AI solutions enable banks to launch a digital banking platform in 12 weeks and offer services across all channels [online banking in all browsers, mobile apps, social media channels] for a seamless customer experience.

Features

Over 220+ ready-made customer pathways for retail and corporate banking;
provides users with instant automated recommendations, customized offers and campaigns for cross/supplemental sales and retention;
omnichannel finance AI chatbot delivers personalized information to customers and transfers data, conversation context, history, and customer profile to a human agent.

Pros

Built-in analytics across all stages of the customer lifecycle, campaigns, channels, real-time reports, and statistics to track chatbot performance, customer behavior, and goal achievement;
automatically extracts chat history, internal notes, and tags for a 360° view of customers;
uses text, video, and images for a hyper-personalized customer experience.

Cons

May have difficulty mastering platform features and integrating with tools already in place.

Pricing

Pricing upon request.

AI Chatbots for Financial Institutions & Enterprise Banking

24/7 online assistants answer common customer questions, help customers make payments, and can offer personalized financial advice. They make banking convenient and accessible round the clock, saving time and money for both customers and banks.

13. Kasisto [KAI]

KAI Consumer Banking offers the financial sector solutions for customer service and automation of employee training or routine operations. The tool generates answers based on the created database and localized content specific of the bank.

Features

KAI Answers is based on KAI-GPT — a large language model specially developed for the banking industry, which can be integrated into existing AI Agents or chats;
KAI-GPT generates answers about banking products, services, and procedures based on downloaded internal policies, regulations, banking procedures, web content, and complex financial products;
KAI Answers is suitable for automating the team work, searching for answers or documents and providing links to answer sources;

Pros

Finance AI chatbot processes inquiries on accounts and money transfers, provides personalized recommendations and up-to-date information on customers’ financial habits;
KAI Consumer Banking is a solution for creating and “humanizing” unique AI agents that match a specific financial institution’s brand and cover the entire customer digital financial journey, from support questions to long-term financial planning;
for financial institutions operating in Spanish-speaking markets, KAI comes with a set of conversational Spanish services.

Cons

Users report difficulties in setting up and generating reports.

Pricing

Price upon request.

14. Clinc

Clinc’s conversational AI helps banks automate communication with users and make the interaction as human as possible. The tool can be integrated with existing systems on a plug-and-play basis and deployed in the cloud and on-premises. The developers offer options for ready-made and enterprise Clinc’s conversational AI platforms — a proprietary stack of technologies that enable voice and text interactions.

Features

Clinc AI understands and tracks complex conversations, preserves history and context, which ensures high-quality interactions with customers;
transactions can be carried out by voice;
in the chatbot, you can check your balance, block or unblock cards, view your spending history, transfer funds, and get information about your financial habits.

Pros

The Finance AI chatbot recognizes slang and understands contextual clues, which makes communication natural and allows the system to understand all queries related to banking topics;
Clinc’s Virtual Banking Assistant can be deployed in a few days or weeks, as it seamlessly integrates with front-end and back-end systems, as well as with your BL;
Clinc’s Public Banking Agent is ready for use with unauthenticated customers and visitors, providing convenient self-service and answering frequently asked questions.

Cons

Pricing

Demo and pricing are available upon request.

15. IBM watsonx Assistant for Finance

IBM watsonx Assistant is an AI chatbot builder powered by artificial intelligence that transforms the digital banking experience. It provides customers with fast, convenient, and seamless self-service, offering a wide range of banking operations from branch locators to personalized offers, including financial advice. No programming skills are required to launch this chatbot.

Features

The conversation builder contains ready-made templates for banks;
special data security measures ensure the safety of bank data;
watsonx assistant uses natural language processing, which ensures natural interaction and allows real-time response in any language.

Pros

With an intuitive platform, you can get started in a few minutes;
you can customize your chatbot to match your brand’s visual identity and personality, then intuitively integrate it into your bank’s website, mobile apps, Facebook Messenger, Intercom, Slack, WhatsApp, Hubspot, WordPress, and more;
with ready-made templates, integrations, and drag-and-drop tools, a visual chatbot builder speeds up the creation of conversation flows and various scenarios, as well as customizing user actions;

Cons

Users note the high cost of the solution, the longer time it takes to set up the system, and the technical skills required to use the platform effectively.

Pricing

Free plan;
Plus plan — at USD 140/month;
Enterprise plan with advanced features of the Plus plan — price upon request.

AI Chatbots for Lead Generation & Customer Engagement in Finance

These bots help banks and other financial institutions generate leads and retain existing customers by offering a high-quality service. They answer customer questions and help them choose financial products and services, as well as collect information about them for further marketing campaigns.

16. Drift Chatbot for Finance by Salesloft

Drift Chatbot is a conversational AI chatbot that turns website visitors into loyal customers, increases their engagement, and provides an unrivaled experience. On the platform, you can model, test, and launch a unique chatbot in less than 48 hours.

Features

Drift Intel instantly recognizes qualified leads and provides important information about visitors (company name, industry, number of employees, location, etc.) and automatically creates personalized messages for greeting;
Drift Bionic Chatbots use AI to generate personalized, accurate answers to website visitors’ questions. Provides real-time responses that are aligned with the brand’s ToV and automatically routes qualified leads to sales;
live chat allows you to engage with visitors BEFORE filling out a form.

Pros

Instantly routes real user responses to the right person;
custom chatbots take seconds to set up. They engage website visitors with custom-made personalized messages and interactions, answer questions, and even book appointments;
Drift has the option to A/B test different messages.

Cons

Additional training and technical expertise may be required to create, customize, and integrate a unique chatbot with other platforms.

Pricing

Advanced and Premier plans are available upon request.

17. Haptik Finance Chatbot

Haptik develops an AI chatbot fintech based on Smart Skills technology, created specifically for the financial industry. AI chatbots can send users notifications about their financial situation, accounts, and suitable investment strategies, recommending additional financial products or services based on their behavior and preferences.

Features

Haptik chatbots support over 130 languages and communicate naturally in a personalized manner across WhatsApp, SMS, Messenger, Google Business messages, Instagram, and Facebook at every stage of a user’s financial journey;
integrates seamlessly with Genesys, Avaya, Zendesk, Freshcaller, Cisco, contact centers, CRM;
uses video, voice, and live conversations to engage leads in meaningful conversations, understanding their unique financial needs and preferences.

Pros

Haptik chatbots powered by GPT collect feedback in real time;
its library contains over 100 pre-built conversation workflows;
Haptik GPT-first engages customers in live conversations and makes personalized recommendations that match their preferences and budget.

Cons

The lack of technical skills may result in complexities during the integration stage.

Pricing

The demo version is available upon request.

How to Choose the Right Finance Chatbot

Choosing the AI chatbot for finance is a key step to a successful digital transformation of banking services. To ensure that your chatbot truly brings value, it is important to consider several critical factors.

Security and compliance. Ensure that the chatbot complies with all necessary financial regulations, such as GDPR, PCI-DSS, and other security standards. Customer data protection is paramount.
AI capabilities. Look for solutions that use advanced natural language processing [NLP], machine learning, and real-time analytics. This will allow the finance AI chatbot to understand complex queries, adapt to customer needs, and provide personalized responses.
Integration. The AI chatbot for finance should easily integrate with existing banking systems, CRM, fraud detection tools, and other platforms.
Scalability. Make sure that the solution you choose can handle large volumes of customer requests without sacrificing performance.

AI tools are already successfully used in the banking and finance industry. Further implementation of AI chatbots can really lead to big changes in the market. There is no escape from progress. All that remains is to use new opportunities to the maximum to stay ahead of the competition.

With Omnimind.ai, you can easily and simply create an AI chatbot for your business! On the platform, you will get all the necessary tools to create a unique corporate best AI chatbot for finance.

By Oleg Kopachovets Published: Feb 13, 2025

Last updated: Mar 3, 2025

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10 Best Call Center AI Solutions [2025 Edition]

Updated at: 03/03/2025

By Oleg Kopachovets

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15 min.

Processes AI Tools Can Optimize
Comparative Table
FAQs

You must all remember those times when a ring to a call center was associated with an endless wait. You had to get to the operator through menu items or listen to a boring melody. That’s a scenario many users still face today. Thanks to AI, companies are stopping the roulette game and offering customers a quick solution to the problem.

Call center AI solutions allow businesses to strike a balance between quality of service and cost reduction. Instead of costly maintenance of a large team, long wait times, lack of personalized customer interaction, and customer dissatisfaction, AI tools provide a lot and almost immediately — increased efficiency, personalized service, reduced costs, 24/7 customer support.

Gartner predicts conversational AI will reduce the labor costs of contact center agents by $80 Billion in 2026. There’s not long left to wait, for sure! By the way, the global call center AI market size was estimated at $2.00 billion in 2024 and is expected to grow at an average CAGR of 23.8% through 2030.

Let’s talk more about what opportunities call center AI solutions offer to businesses and what processes in traditional call centers need digital transformation.

So, let’s get started!

How to Select The Best Tool for Your Call Center

I understand that every company is unique, so choosing the most appropriate call center AI solutions depends on various factors.

You need to consider the peculiarities of different types of call centers:

Inbound Call Centers mainly handle incoming calls from customers, their orders, feedback, complaints, or requests. In this case, you need tools for call routing, customer interaction management, and IVR [Interactive Voice Response] systems. The calls are thus routed efficiently, and problems are resolved quickly, consequently providing better services.
Outbound Call Centers focus on outbound calls to customers, lead generation, collecting feedback on their previous purchases, sales, soliciting leads, or conducting market research. Besides operators and CRM systems, such call centers need predictive dialers and sentiment analysis to find leads.
Support Call Centers specialize in providing technical or customer support. AI-driven troubleshooting assistants can significantly improve call center efficiency, quickly identifying and resolving common problems and freeing up human agents for more complex requests.

Call center specialization (Inbound, Outbound, Support) affects issues, processes, and key performance indicators (KPIs):

NPS (Net Promoter Score);
SL (Service Level);
AR (Abandonment Rate);
ART (Average Resolution time)
Connection/Success rate;
ACHT/AHT (Average Call Handling Time/Average Handle Time);
Average waiting time on line (On-hold time);
Percentage of operator load (Occupancy rate), etc.

I offer you a short checklist to help you choose call center AI solutions for your business:

Step 1. Formulate the goal by going from different KPIs for Inbound, Outbound, Support call centers. For example:

Improve Customer Satisfaction Score (CSAT) for Inbound Call Center. This metric is worth taking as a starting point when companies need to gauge customer response to a particular brand interaction. It is one of the easiest ways to measure and manage customer experience (CX).
It’s important for Outbound call center to get more prospects, retain customers, build better relationships with them, and increase sales.
Increase First call resolution (FCR) in Support call center. The higher it is, the better, as the metric helps to measure the effectiveness of resolving customer issues the first time, without repeat calls.

Step 2. When choosing call center AI solutions, analyze the pain points and areas where AI can be most useful. What you need to optimize in your call center operations at the moment to achieve your goals:

Inbound Call Center: reduce call handling time and increase customer satisfaction.
Outbound Call Center: increase sales conversion and get more detailed customer information, as well as analyze cold call records to find weaknesses that can be improved.
Support Call Center: quickly and productively resolve user requests 24/7, implement automatic categorization and routing of calls.

Step 3: Select a tool according to your organization’s needs. Pay attention to factors such as:

functionality;
rates;
flexibility of the solution;
support.

Let’s take a look at what processes can be automated in call center operations using AI tools.

Processes AI Tools Can Optimize

Call center AI solutions are revolutionizing traditional workflows by automating routine tasks and increasing agent efficiency. Here are five key processes that can be optimized with AI tools:

Automate customer service with AI agents

AI chatbots, AI agents, Voice Assistants, or IVR dialog implementations give customers self-service capabilities. They can handle a large number of simple customer queries, such as answering FAQs or providing information about products or services. AI agents work 24/7 without weekends, responding to queries promptly and efficiently. This increases customer loyalty and optimizes staff time.

RAG (Retrieval Augmented Generation) technology can also be used: AI agents search for information in the company’s own knowledge base and documentation. Based on the data received, they generate answers to customer questions and act strictly according to the downloaded instructions, without emotions, hesitations, or errors.

Improve call routing

Call center AI solutions can categorize and route customer requests to the most appropriate department or specific agent. This reduces response and processing times and improves customer satisfaction, response accuracy, service quality, and agent productivity.

Reduce call handling time

AI call center agents allow you to customize agent performance to reduce customer wait times, even during peak hours. Smart automation systems significantly lessen the number of missed calls, which has a positive impact on customer satisfaction and loyalty.

Analyze customer mood and behavior

AI algorithms can analyze the tone of voice and content of conversations to determine customer mood and build a unique profile of each user. AI for call center provides teams with information about previous interactions or purchase history and suggests changes to the conversation script to make it more personalized. Operators can tailor product and service offerings to each customer’s requests, behaviors, and preferences, providing them with tailored recommendations or products they need and are interested in. This kind of hyper-personalization reduces customer churn and significantly improves customer experience.

Monitor call quality and view analytics in real time

Natural language processing and speech analytics features for call transcription will help identify areas for improvement for human and AI agents, as well as analyze user preferences and sentiment. In addition, call center AI software can be used to identify potential problems, change the strategy of agents’ interaction with customers, and optimize the allocation of human resources.

Now, I suggest considering some of the most popular call center AI solutions on the market. In this list, you may find the tool your company needs!

10 Best AI Solutions by Process

So, here’s a list of the best call center AI solutions that can help you optimize key processes in your call center:

Cloudtalk

CloudTalk‘s visual call flow designer provides advanced routing options. The platform automates dialing, which, according to the developers, allows you to reach 2 times more leads. The solution can prioritize customers and queue calls. You can even update call flows in real time without interrupting active calls.

This AI for call center offers interesting features — Sales Dialer, Voicemail Drop [allows you to leave pre-recorded voice messages], Click-to-Call [calls to any number online], international SMS/MMS, setting up automated text messages after calls, WhatsApp for sending messages, answering questions and maintaining chats, real-time dashboard, call recording, and more.

Dialpad

Dialpad — AI solution for support and contact centers powered by DialpadGPT [the company’s proprietary language model]. Different tools — AI Agent, AI Assistant, and Real-time Assist Cards — can be selected on the platform to provide customers with immediate answers to their questions.

Contact center data analytics helps in examining call volume and duration, missed and dropped calls, various performance metrics, customer complaints, and more. Heat maps show the workload of the days of the week. Employees can be scheduled based on this data. Advanced customizations and reports can be added to Dialpad Business Intelligence.

Knowmax

Knowmax — knowledge management system is designed to improve customer experience. With such call center AI software, you can consolidate all the information into a single knowledge center. This improves employee efficiency as the solution gives operators access to up-to-date information about all products, services, and previous customer interactions. This way, they can solve problems faster and provide more accurate answers.

Knowmax automatically updates the knowledge base, analyzes customer interaction data, and seamlessly integrates with the tech stack and support channels. Visual guides can be created on the platform for any scenario.

Omnimind

Omnimind is one of the most interesting call center AI solutions for automating customer interactions including phone calls, help desk, and creating AI chatbots. You can build AI-Powered Assistance on the platform and train it based on data from Notion, PDFs, CSV, Google Drive, etc. With smart AI automation service, your customers will forget about the long wait for a call to be answered. They will quickly receive automated, accurate answers to common questions.

AI agents built on the Omnimind platform can handle inquiries and help troubleshoot problems. And they do it around the clock! You can embed the unique AI chatbots or pop-up chatbots created into your websites.

Freshdesk

Freshdesk offers businesses its own in-house development — Freddy AI Copilot. It directs customer queries, instantly assesses their mood, and offers tone and situation-appropriate responses. Freddy AI also creates articles for the knowledge base.

Some of the unique features of this call center AI software are Summarizer, Tone Enhancer, and Draft Email Generator. Many workflows can be automated on the platform using a combination of “If X, then Y”. With Unified Customer Record, each customer’s history stores all their key actions, past interactions, preferred channels, and downloads. This allows agents to provide personalized support.

Invoca

Invoca automatically evaluates every agent interaction with customers according to established criteria. This call center quality assurance software provides access to call recordings, transcripts, and call evaluations as soon as calls are completed. In similar call center AI solutions, employees can also analyze their call scores to improve the quality of their work.

The platform also offers dashboards, reporting, and smart alerts. The service identifies missed sales calls with high purchase intent to re-connect with highly qualified leads.

Synthflow

Synthflow AI maximizes the automation of user interactions with AI-based voice agents that autonomously communicate according to scripts. They can be customized to meet specific needs, with the voices cloned for personalized interactions. The service handles outgoing and incoming calls.

The platform analyzes customers’ moods and emotions during calls for the AI to adapt responses. It has a positive impact on user satisfaction. If necessary, the AI agent forwards the request to a human agent.

Talkdesk

Talkdesk is a cloud-based service for companies of all sizes. The Talkdesk CX Cloud™ and Industry Experience Cloud™ platforms contain integrated applications based on generative AI for customer self-service, voice and digital channel interactions, employee engagement, team collaboration, and customer experience analytics.

With Talkdesk for Sales’ advanced speech analytics, agents identify top conversation topics, including competitor mentions and objections. This allows managers to make better suggestions to customers.

Zendesk

Zendesk offers extensive capabilities for contact and call centers. Like many other call center AI solutions, AI agents built on Zendesk AI can work across channels — social media, websites, mobile devices, and email. The platform supports 109 languages at the carrier level and automatically switches based on customer actions.

Zendesk voice mimics human communication to provide users with 24/7 voice support. The platform offers real-time reporting across multiple channels.

Zohodesk

Zohodesk’s AI Zia analyzes customer and agent queries and provides relevant answers using your organization’s knowledge base. Guided Conversations help you interact with customers in a chatbot and nudge them towards the best solution.

Zia also makes data-based predictions [e.g., higher inbound and outbound response activity at certain times of the day].

Choosing the best solution depends on several factors, including company size, budget, functionality required, and the ability to integrate with existing systems. Below, you can compare the key features of call center AI solutions.

Comparative Table

Process	Tool	Key Features	Pricing
Automating customer service with AI agents	Omnimind	A code-free platform with an intuitive interface;you can create your own chatbots and AI agents for any industry;AI agents can be easily embedded into websites.	Essentials — $79/month / 10,000 Credits;Growth — $149/month / 40,000 Credits;Business — price on request
Improved call routing	Dialpad	Automatically routes incoming calls to the right specialists or to specific departments;you can set a fixed order or rules for routing calls to different departments;built-in contact center analytics [call volume patterns, average answer rate, missed calls, call duration, and other parameters].	Standard — $15 user/month;Pro — $25 user/month;Enterprise — price on request
Reducing call handling time	Invoca	Agent VoiceID technology enables managers to quickly locate and sort calls to specific agents and create reports on the performance of each agent;Invoca PreSense analyzes digital signals to pinpoint caller intent. Calls are routed to the agents most qualified to resolve a particular problem;PreSense is able to quickly identify the reason for a customer’s call and offer the best possible solution. This reduces waiting times and increases the speed of service.	Price on request
	Synthflow	AI agents analyze intent, engage in complex conversations, and adapt to mood in real time;AI Phone Assistant handles incoming and outgoing calls;AI manages call volumes.	Starter — $29/mo, 50 minutes;Pro — $375/mo, 2,000 minutes;Growth — $750/mo, 4,000 minutes;Agency — $1,250/mo, 6,000 minutes
Analysis of customer mood and behavior	Cloudtalk	AI Conversation Intelligence. Agents save 3 hours per week, while managers get aggregated AI analytics to inform coaching;identifies key topics and trends in conversations;analyzes sentiment and emotion on every call.	€25/month per user;€30/month per user;€50/month per user;Custom — price on request
Monitoring and improving the quality of calls	Knowmax	DIY cognitive decision trees for SOP adherence;micro-segmented analytics;AI-powered language translation.	Price on request
Real-time analytics	Talkdesk	Can track incoming and outgoing calls;provides real-time reporting and stores detailed historical data;offers global coverage.	CX Cloud Essentials — $85/month per user;CX Cloud Elevate – $115/month per user;CX Cloud Elite – $145/month per user
Implement conversational IVRs	Zendesk	A phone tree answers incoming calls and uses pre-recorded answers to common questions;directs customers to specific agents or departments, taking into account telephone code, language, sentiment, inquiries, and other parameters.	Support Team — $19 per agent/month;Suite Team — $55 per agent/month;Suite Professional — $115 per agent/month;Suite Enterprise — price on request
Self-service for fast customer support	Freshdesk	AI bots can be set up to automatically answer common questions via email;customers can search for information in established branded portals [knowledge bases and forums];branded self-service portals or widgets on the website help customers find answers on their own.	Free — $0 forever up to 2 agents;Growth — $15/agent/month, billed annually;Pro — $49/agent/month, billed annually;Enterprise — $79/agent/month, billed annually
Timely response to changes in customer behavior	Zohodesk	Built-in statistics [Live Traffic, Channel Traffic, Happiness Ratings];Zia Answer Bot analyzes user and agent queries, providing them with answers from a specific company’s knowledge base;detects the caller’s mood, allowing agents to personalize the interaction and tailor the conversation scenario.	Express — $7/user/month billed annually;Standard — $14/user/month billed annually;Professional — $23/user/month billed annually;Enterprise — $40/user/month billed annually

Call center AI solutions take department efficiency to a new level. Implementing AI tools automates routine tasks, helps you resolve user queries faster and more productively, improves user interaction, and increases user loyalty. Your employees can focus on more complex tasks that go beyond scripts.

If you want to provide an exceptional customer experience for your clients, exceed their expectations, and increase your company’s efficiency, learn more about Omnimind! On the platform, you will find all the features you need to automate your call center, analyze huge amounts of data, and solve customer queries quickly and productively.

FAQs

What are call center AI solutions, and how do they work?

AI call center solutions are software products that use machine learning algorithms to automate various customer service processes. They analyze user interaction data, recognize speech and sentiment, and provide instant answers and recommendations.

What are the key benefits of using AI call center solutions?

We can highlight the key benefits that companies get by using call center AI software in their work:

using data on the history of customer interactions, AI can create personalized offers and handle leads more efficiently, which increases the likelihood of making a purchase;
call center automation AI improves efficiency as agents can focus on more complex issues;
rapid problem resolution and 24/7 availability increase user satisfaction;
AI call center solutions improve customer experience;
automation reduces the number of operators and operator training costs while improving operator skills;
collect data to evaluate agent performance;
free human resources for more important tasks.

How to choose the best AI for call center?

To begin with, we recommend evaluating such as factors business size, budget, and AI for call center integration capabilities. It is better to choose tools that can scale as your business grows and integrate with CRM and other technology stacks you are already using. The choice of call center AI solutions also depends on the processes you plan to automate.

By Oleg Kopachovets Published: Feb 11, 2025

Last updated: Mar 3, 2025

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