Build an AI Competitive Analysis Agent for SaaS Tools

Updated at: 20/03/2025

By Oleg Kopachovets

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omnimind.ai | Build an AI Competitive Analysis Agent for SaaS Tools

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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How to Create AI HR Onboarding Support Bot for Slack and Reduce Costs by 38%

Updated at: 03/03/2025

By Oleg Kopachovets

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7 min.

Step-by-step guide: how to create an AI HR Onboarding Support Bot
Tips and recommendations

Yes, you heard right — implementing AI tools does reduce employee onboarding costs by as much as 38%. Imagine how much easier this can make your HR department’s life! It’s not for nothing that 62% of HR specialists are already actively using chatbots as virtual assistants, which successfully cope with 75% of HR requests!

AI tools automate routine onboarding and support processes, help newcomers quickly get comfortable, and provide all the necessary information about salaries, benefits, and job responsibilities. As a result, HR specialists save precious time and can focus on more important strategic tasks. And that’s not all! Effective onboarding increases employee retention by 82% as well as their productivity. We agree, these are impressive numbers!

Let’s figure out how to make the onboarding process for new hires even faster and more comfortable with the help of AI bots. For example, on the Omnimind platform, you can create a bot for Slack, train it on company data, and grant access to new employees.

In this article, we will tell you how to create your own HR Onboarding Support Bot in just 9 easy steps, using Omnimind.ai!

Step-by-step guide: how to create an AI HR Onboarding Support Bot

Let’s go through the Wizard Setup Flow in detail and consider each stage of creating a chatbot from idea to implementation.

Step 1: AI Workshop: Create Your Own Bot

First, you need to Sign up or Log in on the Omnimind.ai platform. You will immediately have access to a magical and convenient dashboard to create AI agents, chatbots, and Tables for different purposes and industries. I am not kidding about magic! With Omnimind.ai everyone can feel like a wizard)) There is also a training video that will introduce you to the features and capabilities of the platform. Ready-made bot and agent templates can be customized to suit the needs of your business.

Let’s look at the differences between chatbots, agents, and templates and explore their capabilities:

Chatbots interact with users in a dialog format. They answer questions and provide information based on data loaded into a knowledge base. They do well in pre-defined scenarios.
Agents are more intelligent than chatbots. They are able to analyze context and understand complex queries, so they can perform a wide range of tasks including data analysis, forecasting, and scheduling.
Templates are ready-made solutions that can be used to quickly create chatbots or AI agents. They are a kind of constructors that can be customized and adapted to specific needs.

Since the chatbot is the protagonist in our case study, let’s move on to creating it!

Step 2: Set up the goal of your chatbot

First, you need to select the “Create Agent” menu item. You will see the roadmap of your bot! At this stage, you need to decide how exactly the bot will work. In this case, for the first question “What should your agent do?” you should select the “Answer with knowledge” option. We choose this item because our support chatbot will pull information from the uploaded files into its knowledge base:

Step 3: Decide on your chatbot needs and integrations

Omnimind.ai. lets you choose from a variety of technologies and integrations. Since the finished chatbot will be integrated into Slack, when asked “Do you need external services, APIs, or scrapers?” you need to add the name of this messenger in the corresponding line.

Step 4: Set your agent’s Knowledge parameters

This is where the magic happens! Knowledge is the data source from which the bot gets information and then processes it. So when asked about access to data, you need to select “Yes, my agent needs to use my own data, documents, websites”:

Step 5: Choose interaction channels

Omnimind offers different options. I am sure that among them, you will find the one that best suits your team:

via a website or application;
via messengers;
personal use.

In our case, the bot will directly interact with the Slack workspace. Therefore, at this stage we select the “Through messaging platforms (e.g., Slack, WhatsApp)” option:

Step 6: Tell the bot in detail what and how it should do

You are almost there! At this stage, you need to describe the logic of actions — what, when, and how the agent should do. In the description field, describe the purpose of the bot in detail, clearly and without ambiguity. AI HR Onboarding Support Bot will search for information on request in Knowledge and act according to the following scenario:

1. An employee asks a question either in a Slack bot, WhatsApp bot, or in a chat widget on a spare page

2. The agent finds suitable information in the knowledge base and provides an answer

Requires Slack integration.

Step 7: Upload data to Knowledge

When creating an agent or bot in Omnimind.ai, in addition to website URLs, PDFs, URL files, Word files, Google Docs, policies, and internal organization documents, you can upload to Knowledge:

Tables: Airtable, CSV Links, CSV Text, Excel, Google Sheets, Xml Sitemap;
Audio and video files from YouTube and Vimeo;
Cloud Storage: Dropbox File, Dropbox Folder, GDrive File, GDrive Folder, OneDrive File, OneDrive Folder and much more.

You can upload various company documents to the knowledge base of HR bots:

manual for new employees;
internal work regulations;
job descriptions;
organizational structure;
corporate culture standards;
procedure for calculating and paying salaries;
information on bonuses and awards;
information on social benefits (health insurance, pension contributions, etc.);
document processing procedures;
issues related to adaptation, training, and development;
contact information for different departments.

Our AI HR Onboarding Support Bot does not use additional tools, triggers, or workflow. The project’s Knowledge contains information on salary and Payment Policies.

Step 8: Integrate the bot into Slack and generate API keys

Congratulations, your chatbot is ready! Now let’s look at the installation process, including generating API keys and integrating it into Slack. In Omnimind.ai, the bot workspace looks like this:

To integrate the bot into Slack, in the Install menu, select Messengers, then Slack:

Now you need to copy the API Key and Project ID:

You can find the API Key here:

You need to copy the Project ID from here:

It’s time to go to Slack and check with the bot about the payroll period!

Step 9: Test and launch the bot

Now we need to go to Slack. To do this, click the “Add Slack” button:

After that, a pop-up appears, on which you need to click “Allow”:

And here we are in Slack! In the top search bar, enter “reconnect”:

In the “Connect to Omnimind App” pop-up window, paste the copied API Key and Project ID, and then click “Submit”:

A message from the bot appears in the correspondence:

Ask the bot a question to make sure it works correctly and receive an answer:

Tips and recommendations

If the chatbot only needs information in the knowledge base to work, update the data regularly. If the data is current and reliable, the agent will provide the correct answers.

Support chatbots help employees integrate into a new team, instantly and at any time receive feedback and access to the necessary information. In addition, effective adaptation reduces stress levels and increases employee engagement and retention by up to 82%.

Of course, the company wins! Such AI solutions automate the HR team’s routine, free up work time, optimize work processes, and increase efficiency, freeing up time for high-quality “live” onboarding of new employees or other administrative issues.
Ready to transform the onboarding process for new employees in your company? Sign up for a trial version of Omnimind.ai and use our step-by-step guides to create your own AI HR onboarding support bot!

By Oleg Kopachovets Published: Feb 6, 2025

Last updated: Mar 3, 2025

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How to Make AI Agent for HubSpot Data Enrichment

Updated at: 03/03/2025

By Oleg Kopachovets

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9 min.

What is HubSpot Data Enrichment AI Agent?
Conclusion

Did you know that 91% of businesses struggle with incomplete or outdated customer data, leading to poor decision-making, missed sales opportunities, and inefficient workflows?

Data is powerful—but raw data alone isn’t enough. To make smarter business decisions, companies need enriched data—meaning cleaner, more accurate, and more insightful information that goes beyond just names and emails.

💡This is where AI-powered data enrichment agents come to shine!

McKinsey reports around a 30% increase in sales efficiency for companies using AI-driven data enrichment.

An AI agent for HubSpot data enrichment automates the process of retrieving, updating, and verifying customer data within your CRM. Using Omnimind’s AI capabilities, businesses can:

reduce manual workload,
eliminate data inconsistencies,
and gain deeper insights into their customers.

In this step-by-step guide, we’ll walk you through the steps of AI agent creation for HubSpot data enrichment using Omnimind.ai. This tutorial is designed for users of all experience levels, with a straightforward approach to setting up an automated agent that enhances your HubSpot CRM data.

What is HubSpot Data Enrichment AI Agent?

Imagine you’re the Head of Sales at a SaaS company. Every day, new users sign up for your product, some fill out a demo request form, and others download a lead magnet. All these contacts automatically land in HubSpot, and now you’re looking at a list of hundreds of potential customers.

❓But who among them is truly worth your attention?

❓Who is the high-value lead you can’t afford to miss?

❓Who should be assigned a personal sales manager?

❓How can you personalize outreach when all you have is a name and an email?

Typically, your sales team spends 2–3 hours daily manually researching each lead—checking LinkedIn, verifying company details, and gathering extra data. Meanwhile, time is wasted, conversion rates drop, and competitors may reach out first.

❗️What if this entire process could be automated?

That’s where our AI-powered agent steps in. It instantly gathers all essential lead information in the background as soon as a contact enters HubSpot CRM—saving time, improving efficiency, and giving your team the competitive edge.

A HubSpot Data Enrichment AI Agent is an automated system that integrates with your HubSpot CRM to:

Collect missing customer details from various online sources.
Validate and correct outdated information in contact records.
Automatically fill in missing fields like industry, company size, and social media profiles.
Improve lead scoring and segmentation for better marketing and sales campaigns.

By using Omnimind’s powerful AI tools, this agent continuously analyzes and updates customer profiles in real time, ensuring that your sales and marketing teams work with the most accurate data possible.

How Does the Working Logic of This AI Agent Look?

1. We have a trigger that checks HubSpot for a new contact created less than a minute ago every minute.

2. If a new contact is found, the agent takes their First Name, Last Name, and Company name. If there’s no such info, the agent checks the contact’s email address and retrieves the company name from the domain. Also, our agent can check text before “@” to validate if it consists of anything that seems to be a real name.

3. Using the retrieved data, the agent performs google search and looks for a LinkedIn person profile URL.

4. If a suitable URL is found, the agent adds it to HubSpot.

5. Additionally, the agent retrieves the information the user asked from the LinkedIn person profile such as job title, city/country, duration of current employment, etc., and returns it to HubSpot to the respective fields.

6. If the LinkedIn url address wasn’t found with Google search, the agent can run an Apollo tool to search for information with the email address.

👉 Now let’s dive into how you can build your own AI agent to automatically clean, update, and enrich your CRM data in a way that drives real business results!

Step-by-Step Guide to Creating AI Agent for HubSpot Data Enrichment

Sign Up / Login into your Omnimind account. You’ll see a simple interface with step-by-step guidance to build your AI assistant—perfect even for beginners, with a video tutorial to help!

Step 1: Sign Up & Set Up Your Omnimind Account

Log in or create an account at Omnimind.ai.
Navigate to the Create AI Agent section.

Step 2: Define Your Agent’s Purpose

Now, let’s define the core objective of your AI agent and enter the initial settings.

In the Agent Goal section, select “Enrich or process data” as the primary function.

Step 3: Determine Your Integration Needs

When asked: “Do you need external services, APIs, or scrapers?”, choose Yes and add these tools in the appropriate field below: HubSpot, Google Search, LinkedIn, Apollo, Gmail Email Sender.

Step 4: Configure Your Agent’s Knowledge

You’ll be asked: “Will your agent need to access your own specific data or documents for answering?” Choose: No, knowledge base is not needed. Because this agent does not require creating a database for training—it will work directly with your HubSpot.

Step 5: Select Your Interaction Type

Then, when asked: “How will users interact with your agent?” Choose: In the background (scheduled or triggered). In our case, users will not interact with the agent directly. The agent will be triggered automatically when a contact is added to HubSpot CRM.

Step 6: Formulate Brief and Concise Description of Your Agent’s Key Functionality

Finally, you’ll be asked to briefly describe what you want your agent to do. You can add this description, or use your own:

“The HubSpot Data Enrichment Agent automates the process of gathering and updating lead information by pulling data from HubSpot, searching online or through Apollo, and enriching the contact profile with relevant details.”

Then, click the Next step button.

Now let’s wait a bit while Omnimind.ai automatically identifies and adds the tools your agent needs based on the options and descriptions you select. So you can click on the “Next Step” instead of adding everything manually from the list!

Step 7: Interaction Setup

You’ll see an active Background option in the next section—click Next to proceed.

Step 8: Triggers

Our main triggers will be HubSpot Contact Creation and HubSpot List Updated ones, as they are directly related to the data enrichment task in HubSpot.

Step 9: Set Up a Precise Agent Workflow

In the “Briefly flow what your agent will do” field, just copy and paste the workflow prompt we’ve already outlined for you below:👇

## Step 1: Define Lead Source

Retrieve HubSpot contact by HubSpot Get Contact tool. Save contact id, name, email, company_name, and value of the hs_analytics_source property.

If the value of hs_analytics_source is “”OFFLINE,”” you must terminate the workflow and output only “”Offline sources””.

## 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

You must analyze information from Step 1 and if there’s no company name given, you must 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.

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 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 5: Retrieving LinkedIn Profile URL

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

## Step 6: 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 3 with LinkedIn profile URL, country, city, and job title. It is strictly forbidden to update First Name, Last Name, and Job Title fields – 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 7: Task Status Report

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

Step 10: Review & Launch

The next steps are up to you to configure. Choose an icon and a name for your AI Agent. Then you’ll need to grant access to all relevant accounts for the selected tools and APIs to work properly.

After all these settings are done, you can finally LAUNCH your Agent. Congratulations!🎊

Common Issues & How to Fix Them

Why isn’t my AI Agent updating contact records?

✅ Fix: Ensure that API permissions are correctly configured in HubSpot.

What happens if LinkedIn profile enrichment fails?

✅ Fix: Check if the LinkedIn integration has the necessary permissions for scraping external data.

How do I troubleshoot API access issues?

✅ Fix: Reauthorize API connections in Omnimind’s settings.

Please feel free to contact Omnimind Support if you still have any questions or unresolved issues! You will always find access to it by the 🎧icon in the lower-left corner of the screen.

Conclusion

By following this step-by-step guide, you now have an AI-powered HubSpot Data Enrichment Agent that saves time, improves data accuracy, and enhances CRM efficiency.

With Omnimind’s seamless AI integration, your sales and marketing teams will always have the most up-to-date customer insights.

Want to take it even further? Try building additional AI-powered workflows in Omnimind to automate lead scoring, personalize customer outreach, and streamline CRM management.

▶ Get started with Omnimind today! Try it now

By Oleg Kopachovets Published: Feb 4, 2025

Last updated: Mar 3, 2025

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Build AI Customer Support Assistant to Transform Your Support Experience

Updated at: 05/02/2025

By Oleg Kopachovets

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omnimind.ai | Build AI Customer Support Assistant to Transform Your Support Experience

8 min.

Step 1: Begin Your AI Journey
Step 2: Define Your Agent’s Purpose
Step 3: Choose Your Integration Needs
Step 4: Set Up Your Data Access
Step 5: Choose Your Interaction Channel
Step 6: Give Clear Instructions
Step 7: Select Your Tools & Services
Step 8: Upload Your Knowledge & Train Your Bot
Step 9: Set Up Chat Interface
Step 10: Configure Triggers (Optional)
Step 11: Final Configuration and Launch

Are you tired of answering the same customer questions over and over?

It’s a familiar scenario: support agents constantly handle repetitive inquiries, consuming precious hours that could be better spent on more complex customer issues.

In fact, research shows that support teams face an average of 11.9 interruptions per day, often repeating the same explanations. This not only drains time but also leads to frustration for both agents and customers.

But what if there was a way to eliminate this repetitive cycle? Enter the AI Customer Support Assistant—a game changer for modern businesses. Unlike traditional chatbots that are limited to basic scripts, this advanced AI tool can interact with customers in a meaningful way, answering questions, providing explanations, and offering personalized support.

And the best part?

95% of customers prefer getting information from a bot, according to research. By implementing an AI assistant, you can reduce the burden on your support staff by 43%, allowing them to focus on more impactful aspects of customer service. It’s not just automation—it’s a smarter, more efficient way to manage customer support while improving the customer experience.

Ready to transform your customer service?

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.

You’ll see a friendly interface that guides you through building your own AI assistant—perfect for creating a knowledgeable support agent who understands your business!

Step 2: Define Your Agent’s Purpose

Let’s set your bot’s mission! Select “Answer with knowledge”—this is perfect for helping customers understand your products and services.

Your bot will be able to:

Answer questions about products and services
Explain policies and procedures
Help with troubleshooting
Provide relevant examples from your knowledge base

Step 3: Choose Your Integration Needs

For our support bot, let’s keep it focused on your business materials.

Select “No, my agent doesn’t require any integrations”. This setup is perfect for handling customer inquiries using just your uploaded support documentation.

Step 4: Set Up Your Data Access

When asked about accessing specific data, select “Yes, my agent needs to use my own data, documents, websites”.

This is crucial because your bot will need to understand your key support materials. Here are the essential documents to upload:

FAQs and troubleshooting guides – Your most common customer questions and their solutions
Product documentation – Technical specifications, user manuals, and setup guides
Company policies – Return policies, warranties, and terms of service
Pricing information – Product prices, subscription plans, and discount rules
Support workflows – Step-by-step guides for handling common customer issues
Service descriptions – Detailed information about your services and features
Communication templates – Standard responses and escalation procedures

Pro tip: Make sure all documents are up-to-date and in supported file formats (PDF, DOCX, TXT) before uploading.

Step 5: Choose Your Interaction Channel

Your customers need easy access to help wherever they are! Choose how you want to connect with them:

Website Integration: Embed the chat directly on your website for instant support
WhatsApp Business: Enable WhatsApp integration to provide 24/7 support through the world’s most popular messaging platform, allowing customers to get help through their preferred communication channel
Multi-channel Support: Combine both website chat and WhatsApp to create a seamless support experience across all touchpoints

The WhatsApp integration is particularly powerful as it lets you:

Respond to customer queries instantly through their preferred messaging app
Share images and documents directly in the chat
Maintain conversation history for better context
Scale your support globally through a platform your customers already use daily

Step 6: Give Clear Instructions

This is where you define exactly how your bot should interact with customers.

Feel free to use a simple prompt to outline some functionalities for your chatbot. If you wish to make it even more sophisticated, here are some examples:

Core Support Functions:

Answer product and service-related questions
Provide step-by-step troubleshooting guidance
Link customers to relevant help articles or documentation
Share product images and specifications when needed

Proactive Assistance:

Offer personalized product recommendations based on customer queries
Suggest related items or complementary products
Provide shipping and tracking updates
Send order status notifications

Customer Experience:

Use a friendly, professional tone
Follow up with satisfaction surveys after resolution
Escalate complex issues to human agents
Collect feedback about products and services

Example instruction:
“Assist customers by answering product questions, providing troubleshooting help, and sharing relevant documentation links. Offer personalized product recommendations when appropriate, provide order tracking updates, and maintain a friendly, professional tone. Escalate complex issues to our support team and collect customer feedback to improve our service.”

Step 7: Select Your Tools & Services

Let’s enhance your support bot with some powerful tools!

In the Tools & Services section, you’ll want to select:

AI Prompt: Perfect for generating clear explanations and responses to customer inquiries
Scrape webpage: Great for pulling information from your website about your products, services, and policies
Google Sheets: Useful for managing and accessing structured data like pricing or product specifications

You can also explore other helpful tools like:

Google Calendar for managing support schedules
Gmail Email Sender for automated follow-ups
Google Search for finding additional resources

Step 8: Upload Your Knowledge & Train Your Bot

Now it’s time to give your bot access to all your support materials. You can add knowledge in several ways:

Website Links:

Paste URLs of your help center pages
Add links to your product documentation websites
Include links to your policy pages
Share URLs of your public knowledge base

Google Workspace Integration:

Paste links to your Google Docs containing support information
Add Google Sheets URLs (Important: Also add these same URLs in the “Google Sheet Data Reader” tool configuration for proper access)
Include links to Google Sites with product information

File Uploads:

Upload PDFs of product manuals and guides
Add DOCX files containing policies and procedures
Include CSV files with product specifications
Upload TXT files with FAQs and troubleshooting steps

Pro tip: Make sure all your Google Docs and Sheets have appropriate sharing permissions set before adding them as knowledge sources.

Step 9: Set Up Chat Interface

Select “Popup Chat” as your interface option.

Popup chat is perfect for support chatbots. This will allow you to:

Embed the chatbot on any page of your website with a simple code snippet
Deploy across multiple domains and web properties
Customize the chat widget’s appearance to match your brand
Position the chat button wherever you want on your pages
Configure when the chat widget appears to visitors
Set up on both desktop and mobile versions of your site

After selecting popup chat, you’ll receive an embed code that you can add to any webpage where you want the chat widget to appear. The chat will appear as a floating button that expands into a full chat window when clicked, providing a seamless experience for your visitors.

Step 10: Configure Triggers (Optional)

While your bot will primarily respond to customer questions, you can also set up helpful automated interactions:

Follow-up satisfaction surveys
Regular check-ins on open issues
Automated status updates

Step 11: Final Configuration and Launch

We’re at the last step!

Name and Identity:

Choose an appropriate icon that represents customer support
Name your bot “Customer Support Assistant” or something that reflects its role
Make sure the name is clear and approachable for customers

Configure Your Selected Tools:

AI Prompt Settings: Choose your preferred model (OpenAI, Anthropic, etc.) and configure response style to be helpful and professional
Google Sheet Data Reader: Connect to your product databases and link to your Google Sheet
Webpage Scraper: Set up access to knowledge base and enable FAQ and resource page scanning

Review Your Complete Setup:

Agent Type: Answer with knowledge
Tools Connected: AI Prompt, Google Sheet Data Reader, Webpage Scraper
Knowledge Sources: Ready for your support materials
Interaction Widget: Popup Chat
Triggers: Webhook enabled for automated responses

Once everything is configured, hit that Launch button, and your AI support assistant will be ready to help your customers!

Leveraging an AI Customer Support Assistant is not just a luxury—it’s a necessity for modern business. By automating the repetitive task of answering common questions, you free up valuable time for both support agents and customers, creating a more efficient and focused support environment.

This technology doesn’t just lighten the load for your staff—it transforms the way customers engage with your business, providing instant, personalized support whenever they need it. Ready to reduce your staff workload, improve customer satisfaction, and elevate the support experience? The solution is simpler than you think—start building your AI Customer Support Assistant today!

By Oleg Kopachovets Published: Jan 28, 2025

Last updated: Feb 5, 2025

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Build an AI Product Catalog Assistant to increase sales by up to 43%

Updated at: 05/02/2025

By Oleg Kopachovets

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omnimind.ai | Build an AI Product Catalog Assistant to increase sales by up to 43%

4 min.

Step 1: Begin Your AI Journey
Step 2: Define Your Agent’s Purpose
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’s Goal and Interaction Parameters
Step 7: Configure Advanced Tools
Step 8: Establish Knowledge Framework
Step 9: Set Up Chat Interface Select “Popup Chat” as your interface option.
Step 10: Implement Strategic Triggers
Step 11: Final Configuration and Launch
Elevate Your E-commerce Experience

Are you tired of customers struggling to find the perfect product?

It’s a familiar scenario: shoppers browse your catalog endlessly, unsure which product best meets their needs, while sales teams repeatedly answer the same product questions. In fact, research shows that customers spend an average of 15 minutes searching before making a purchase decision—often abandoning their cart due to uncertainty.

But what if there was a way to guide every customer to their perfect product?

Meet the AI Product Catalog Assistant

A game changer for modern e-commerce. Unlike traditional search functions, this advanced AI tool can:

Interact with customers in a meaningful way
Understand their needs
Compare products
Offer personalized recommendations

And the best part? Over 50% of e-commerce businesses have already adopted AI technologies to enhance their operations. AI is no longer a future trend—it’s becoming standard practice. Omnimind is here to help you become an early adopter!

By implementing an AI assistant, you can increase sales by up to 43% while transforming your product discovery experience. It’s not just a catalog—it’s your most knowledgeable sales associate, available 24/7.

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 Purpose

Clearly outline what your AI assistant should accomplish.

Step 3: Choose Your Tools and Integrations

Equip your AI assistant with powerful capabilities:

Essential Tools for Maximum Effectiveness:

AI Prompt – The engine behind contextually relevant recommendations
Webpage Scraper – Automates product information curation
Google Sheets Data Reader – Dynamically manages inventory
WhatsApp Integration – Expands customer reach with seamless multi-channel guidance

Step 4: Set Up Your Data Access

Empower your AI with comprehensive product intelligence:

Detailed product specifications
Dynamic pricing structures
Comparative analysis frameworks
Verified customer insights
High-resolution product assets
Real-time inventory data
Comprehensive usage documentation

Step 5: Choose Your Interaction Channel

Optimize accessibility through strategic deployment:

Seamless integration across product pages
Multi-domain functionality
Instant customer engagement
Consistent brand experience
WhatsApp integration for personalized product guidance

Step 6: Define the Agent’s Goal and Interaction Parameters

Craft precise instructions to enhance every customer interaction:

Advanced Product Guidance
- Preference-based recommendations
- Comparative analysis
- Feature prioritization
- Alternative suggestions
- Real-time availability updates
- Direct product navigation
- Strategic cross-selling

Example: Deliver exceptional product guidance by analyzing customer requirements, providing detailed comparisons, and offering strategic recommendations. Maintain professional expertise while ensuring clear pathways to purchase through direct product links.

Step 7: Configure Advanced Tools

Enhance your product discovery agent with the right tools:

AI Prompt – Natural language product expertise
Webpage Scraper – Automated content synchronization
Google Sheets Data Reader – Dynamic inventory intelligence

Step 8: Establish Knowledge Framework

Integrate product information through multiple channels:

Digital Resources:

Product page URLs
Best-selling products
Product comparison breakdowns

Google Workspace Integration:

Detailed product documentation
Dynamic pricing sheets (sync with Google Sheets Data Reader)
Technical specifications

Document Repository:

Product catalogs (PDF)
Specification sheets (DOCX)
Inventory data (CSV)
Product descriptions (TXT)

Select “Popup Chat” as your interface option for maximum impact:

Strategic placement across product pages
Seamless website integration
Brand-aligned design elements
Cross-platform optimization
Responsive design implementation

Step 10: Implement Strategic Triggers

Design intelligent engagement protocols through webhooks:

Context-aware product introductions
Cart abandonment recovery
Product launch announcements
Strategic pricing notifications

Step 11: Final Configuration and Launch

We’re at the last step!

Final Touches:

Name and Identity:

Choose an icon that represents Product Catalog Discovery
Name your bot “Product Discovery Agent” or something customer-friendly

Configure Your Selected Tools:

AI Prompt Settings

Choose your preferred model (OpenAI, Anthropic, etc.)
Configure response style to be helpful and professional
Set appropriate knowledge parameters for support content

Google Sheets Data Reader

Connect to your product databases
Link to your Google Sheet
Select the relevant tab

Webpage Scraper

Configure for support pages
Set up access to the knowledge base
Enable FAQ and resource page scanning

Review Your Complete Setup:

✅ Agent Type: Answer with knowledge

✅ Tools Connected: AI Prompt, Google Sheets Data Reader, Webpage Scraper

✅ Knowledge Sources: Ready for your support materials

✅ Interaction Widget: Popup Chat

✅ Triggers: Webhook enabled for automated responses

Once everything is configured, hit the “Launch” button, and your AI support assistant will be ready to help your customers!

Elevate Your E-commerce Experience

The AI Product Catalog Assistant represents more than just technological advancement—it’s a fundamental shift in how businesses connect products with customers.

By delivering intelligent, personalized guidance at scale, you’re not just selling products—you’re creating confident buyers and loyal advocates.

Transform your product discovery experience today. Your competitive edge awaits.

Ready to enhance your e-commerce strategy?🚀 Initialize your AI Product Catalog Assistant and witness the power of intelligent product guidance!

By Oleg Kopachovets Published: Jan 23, 2025

Last updated: Feb 5, 2025

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Build an AI Assistant for Your Clinic

Updated at: 05/02/2025

By Oleg Kopachovets

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omnimind.ai | Build an AI Assistant for Your Clinic

5 min.

Step 1: Begin Your AI Journey
Step 2: Define Your Agent’s Purpose
Step 3: Choose Your Tools and Integrations
Step 4: Configure Your Healthcare Knowledge Base
Step 5: Choose The Right Chat Interface
Step 6: Define Healthcare Communication Parameters
Step 7: Select Your Tools & Services
Step 8: Add Secure Knowledge Sources
Step 9: Set Up Chat Interface
Step 10: Set Medical Response Triggers
Step 11: Ready to Launch!
Elevate Your Healthcare Communication

In today’s healthcare landscape, the gap between patient inquiries and immediate, accurate responses can mean the difference between engagement and abandonment.

Healthcare providers face an unprecedented challenge: delivering consistent, accurate information while maintaining HIPAA compliance and ensuring patient safety.

Consider this:

Healthcare providers spend an average of 4.5 hours daily responding to routine patient queries, with 73% of these questions being repetitive.
68% of patients report postponing care due to communication barriers.

Introducing the Healthcare AI Assistant

A sophisticated solution that transforms patient support while maintaining the highest standards of medical communication. This isn’t just a chatbot; it’s your digital healthcare professional, available 24/7, equipped with perfect recall of protocols, procedures, and patient education materials.

Ready to revolutionize your patient communication?

Let’s begin.

Step 1: Begin Your AI Journey

Launch your transformation by accessing Omnimind.ai.The interface guides you through creating a healthcare-specific AI agent that embodies your practice’s expertise.

Essential Setup Tasks:

Select “Create AI Agent” for complete customization.
Choose an icon representing healthcare (e.g., medical cross).

Step 2: Define Your Agent’s Purpose

Select “Answer with knowledge” to establish your healthcare assistant’s foundation. Your AI will master:

✅ Patient inquiry management
✅ Appointment scheduling guidance
✅ Insurance and billing information
✅ Basic medical information distribution
✅ Protocol and procedure explanations

Step 3: Choose Your Tools and Integrations

Equip your healthcare assistant with essential capabilities:

Required Tools:

AI Prompt – For generating accurate, compliant responses.
Webpage Scraper – For maintaining up-to-date healthcare information and regulatory requirements.
Google Sheets Data Reader – For managing schedules, protocols, and on-duty professionals.

WhatsApp Integration enables secure messaging for:

Appointment reminders
Follow-up care instructions
General health inquiries
Patient education materials

Step 4: Configure Your Healthcare Knowledge Base

This critical step ensures HIPAA compliance and accurate medical information.

Clinical Operations Documentation:

Facility hours and emergency protocols
Department directories
Insurance networks and coverage details
Appointment scheduling procedures
Telehealth guidelines

Patient Care Resources:

Pre/post-procedure instructions
Medication guidelines
Patient rights documentation
Privacy policies (HIPAA)
Admission/discharge protocols

Administrative Procedures:

Registration workflows
Payment policies
Insurance procedures
Medical records requests
Referral protocols

Educational Materials:

Condition-specific information
Preventive care guidelines
Post-treatment care instructions
Medication management guides
Wellness resources

Step 5: Choose The Right Chat Interface

Select “Popup Chat” for maximum accessibility while maintaining privacy.

Step 6: Define Healthcare Communication Parameters

Craft precise instructions for patient interaction:

Core Functions:

✅ Verify non-emergency nature of inquiries
✅ Provide accurate medical information
✅ Direct urgent cases to emergency services
✅ Schedule appointment requests
✅ Explain medical procedures
✅ Clarify insurance coverage

Example Instruction:

“Provide accurate healthcare information and assist patients with general inquiries while maintaining HIPAA compliance and patient privacy. Access our medical protocols, facility information, patient education materials, and administrative documents to provide guidance. Answer questions about services, schedule appointments, explain procedures, provide pre/post-care instructions, and direct urgent cases to appropriate medical staff.”

Step 7: Select Your Tools & Services

Enhance your healthcare assistant with these essential tools:

AI Prompt:

Generate HIPAA-compliant responses
Maintain medical accuracy in explanations
Process patient inquiries with appropriate medical context
Ensure proper medical disclaimer inclusion
Handle appointment scheduling requests
Provide clear emergency escalation protocols

Webpage Scraper:

Extract current information from your healthcare website
Keep facility hours and services up to date
Maintain accurate insurance network information
Update physician directories automatically
Monitor changes in medical service offerings
Track updates to patient resources

Google Sheets Data Reader:

Manage appointment availability schedules
Track insurance provider updates
Maintain current procedure pricing
Update medication formularies
Monitor department operating hours
Handle patient educational resource lists

💡 Pro Tip: Configure each tool with appropriate access permissions to maintain HIPAA compliance and patient data security.

Step 8: Add Secure Knowledge Sources

Integrate healthcare information through approved channels:

Digital Resources:

📌 HIPAA-compliant documentation
📌 Medical procedure guides
📌 Insurance policy information

Secure Document Upload:

📄 Clinical protocols (PDF)
📄 Patient education materials (DOCX)
📄 Healthcare forms (PDF)
📄 Procedure guides (PDF)

Step 9: Set Up Chat Interface

Select “Popup Chat” as your interface option to create an accessible, secure healthcare communication channel.

Website Integration:

✅ Embed the chat widget on any page of your healthcare website
✅ Deploy across multiple medical department pages
✅ Implement on patient portals and scheduling platforms
✅ Add to medical resource libraries
✅ Include on insurance and billing information pages

Step 10: Set Medical Response Triggers

Establish automated healthcare workflows:

📢 When a form is submitted, send a confirmation alert with the doctor on duty’s details.
⏳ Use time triggers to follow up on unanswered inquiries and redirect to a human agent to ensure no emergency is overlooked.

Step 11: Ready to Launch!

Let’s give your support assistant its final touches:

Name and Identity:

Choose an icon that represents healthcare (medical cross, stethoscope, or caring hands).
Name your bot “Healthcare Assistant,” “Patient Care Guide,” or something that reflects its medical support role.
Ensure the name conveys medical professionalism while remaining approachable.

Configure Your Selected Tools:

AI Prompt Settings:

Choose your preferred model (OpenAI, Anthropic, etc.).
Configure response style to be professional, clear, and empathetic.
Set appropriate knowledge parameters for medical content.
Enable medical disclaimers and emergency protocols.
Ensure HIPAA-compliant communication standards.

Google Sheet Data Reader:

Connect to appointment scheduling sheets.
Link to service availability calendars.
Access insurance provider lists.
Connect to department hours and contact information.
Enable secure access to medical resource directories.

Elevate Your Healthcare Communication

The Healthcare AI Assistant represents a fundamental advancement in patient communication—ensuring accurate, compliant, and timely information delivery while maintaining the highest standards of patient care.

Transform your patient support experience today! 🚀

⚠️ Important Note: Always ensure your AI assistant includes appropriate medical disclaimers and clear pathways to emergency services. This tool is designed to supplement, not replace, professional medical care.

By Oleg Kopachovets Published: Jan 21, 2025

Last updated: Feb 5, 2025

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Build an AI Competitive Analysis Agent for SaaS Tools

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

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

What is Bing AI Chat?

Key Features of Bing AI Chatbot

Bing AI Chatbot vs. ChatGPT

Bing AI Chatbot vs. Omnimind

How to Use Bing AI Chat

How to Access Microsoft AI Chatbot

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

What’s on the Bing AI Chatbot page?

How does Bing AI Chatbot work?

Highlights of new interface updates in 2025

Advanced Features and Customization Microsoft AI Chatbot Bing

Customizing chat settings and interface preferences

Integrating additional Bing services or tools

Bing AI Chatbot Use Cases

Bing AI Chat for the Sales Department

Bing AI Chat for the Marketing Department

Bing AI Chat for CEO

Future Updates and Staying Informed

Conclusion

FAQs

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

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

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

2. Replo

3. Jasper AI

4. Writer.com

5. ChatGPT

6. Copy.ai

7. Originality AI

8. Undetectable AI

9. Frase

10. Lately AI

11. BrandWell

12. Surfer SEO

13. Clearscope

14. Ubersuggest

15. Adaptify SEO

16. Zapier

17. FeedHive

18. Hootsuite

19. Mailchimp

20. Canva

21. Whale

22. Notion AI

23. Taskade AI

24. Chatfuel

25. Userbot.ai

26. ManyChat

27. Lexica Art

28. LALAL.AI

29. PhotoRoom

30. Midjourney