- Part of the Host Merchant Services Cloud Fleet
Find the Answers Your Team Should Not Have to Chase
Cloud AI Manager pulls answers from your documents, CRM, Slack, call transcripts, and internal systems, then returns them in plain English with source citations. Built for sales, support, and operations teams. Included for HMS merchants.
Works with the tools your team already uses
10x
Faster Search
85%
Time Saved
$0
For HMS Merchants
24/7
AI Assistant
- The Challenge
Your Team Has the Information. It Is Just Spread Across Too Many Places
Sales reps can’t remember product features during live calls. Support answers the same question fifty times a week. New hires spend months asking basic questions because documentation is scattered everywhere.
Knowledge Scattered
Product docs in Google Drive, pricing in spreadsheets, policies in Notion, conversations in Slack, deals in your CRM. No single source of truth.
Time Wasted Searching
Every team member wastes hours each week digging through multiple systems to find information they know exists somewhere.
Inconsistent Answers
Different people give different answers to the same question because they’re working from outdated or incomplete information.
- The Solution
Search Your Business Knowledge in One Place
Cloud AI Manager is a retrieval-based AI assistant that connects to the systems your company already uses – internal docs, pricing sheets, CRM notes, Slack threads, Jira tickets, call transcripts, websites, and uploaded files – and turns them into one searchable knowledge layer.
Your team asks a question in plain English and gets back an answer grounded in your own content, complete with source citations they can open and verify. It is not guessing from the public web. It is reading the material your business actually runs on.
One Search Bar
Query across all connected sources simultaneously
Cited Answers
Every response includes verifiable sources
Real-Time Results
Get answers in seconds, not minutes
- Capabilities
What You Can Do with Cloud AI Manager
Connect the Tools Where Your Information Already Lives
Product docs in Google Drive, pricing in spreadsheets, policies in Notion, conversations in Slack, deals in your CRM. No single source of truth.
Get Answers With Sources You Can Check
Every answer can point back to the supporting source material so teams can verify details before they send a quote, answer a customer, or escalate an issue.
Go Beyond Answers and Take Action
Cloud AI Manager can support next-step workflows such as surfacing the right record, preparing a summary, or handing useful context into connected HMS tools.
Keep Teams, Data, and Permissions Separate
Use multiple knowledge models for different brands, departments, or business units so each team sees the right content without turning every answer into a company-wide free-for-all.
Use It Directly in Slack
Let teams ask questions where they already work instead of opening another tab just to track down a file or confirm a policy.
Surface Useful Answers During Live Calls
When paired with Cloud Voice Manager, Cloud AI Manager helps bring relevant knowledge into live conversations so sales and support teams do not have to stall while they search.
How It Works
Connect your sources, let Cloud AI Manager index the content, and start asking questions across everything in one place.
Connect
Link your documentation platforms, CRM, communication tools, and file storage. OAuth integrations take seconds to authorize.
Index
Cloud AI Manager ingests and indexes your content using advanced retrieval algorithms. Updates happen automatically as your data changes.
Ask
Type questions in natural language. Get accurate answers with citations. Access from the web dashboard, Slack, or during live calls.
- Ecosystem Integration
Built to Work with the Rest of the Cloud Fleet
Cloud AI Manager isn’t a standalone tool. It’s integrated across the HMS Cloud Fleet ecosystem, making every product smarter and more responsive to your business needs.
Works alongside Cloud Voice Manager during live calls
Real-time call transcription feeds into Cloud AI Manager. Reps get instant answers to customer questions without putting anyone on hold.
Pull CRM context into answers automatically
SALT CRM data becomes part of your knowledge base. Ask about customer history, deal status, or past interactions and get context-aware responses.
One AI layer across the broader Cloud Fleet
From payment processing insights to merchant analytics, Cloud AI Manager connects the dots across your entire HMS ecosystem for unified intelligence.
Teams That Need Quick, Reliable Answers
Sales teams that need fast answers during live conversations
Stop losing deals to “let me get back to you.” Surface pricing, product specs, competitive positioning, and objection handling scripts in real-time.
Support teams that need consistency
Make every agent as knowledgeable as your best agent. Reduce escalations, improve first-call resolution, and maintain consistent messaging.
Leaders who want searchable knowledge and coaching insights
Turn your call library into a coaching program. Search transcripts for winning language, common objections, and competitive mentions.
Operations teams that want faster ramp-up and less repeated Q&A
New hires get instant answers without interrupting senior team members. Reduce onboarding time from months to weeks.
- No Hidden Costs
Free for HMS Merchants
Cloud AI Manager is included for Host Merchant Services customers. No per-seat pricing, no separate software subscription, and no feature gating designed to force an upgrade conversation.
HMS funds the platform through payment processing, which means merchants can use the software without taking on another monthly SaaS bill. That makes Cloud AI Manager easier to adopt, easier to expand, and easier to justify internally.
- Enterprise-Grade Security
Security and Access Controls Built In
Cloud AI Manager is designed for business data, which means access, permissions, and visibility matter. Teams should only see the content they are supposed to see, and answers should reflect the boundaries already in place across the source systems.
Role-based access for admins, operators, and end users
Knowledge models that can be scoped by team, tenant, brand, or use case
Answers grounded in source material instead of unsupported guesswork
Visibility that respects the connected system, not a one-size-fits-all dump of company data
See How It Works with Real Business Data
Book a demo to see how Cloud AI Manager searches connected sources, returns cited answers, and fits into the way your team already works.