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Everything Cloud AI Manager Can Do, in One Place

Explore the core features behind Cloud AI Manager, from source ingestion and cited answers to Slack workflows, live call assist, and API access.
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Multi-Source Knowledge Ingestion

Connect every system where your team stores information. Cloud AI Manager supports native integrations with major platforms, file uploads, web scraping, and API connections.

Documentation Platforms

Google Drive, Notion, Confluence, SharePoint, Dropbox

CRM Systems

Salesforce, HubSpot, SALT CRM, Pipedrive

Communication Tools

Slack, Microsoft Teams, email archives

Project Management

Jira, Asana, Monday.com, Linear

Call & Meeting Data

Cloud Voice Manager transcripts, Gong, Chorus.ai

Google Drive

Connected

47 documents indexed

Slack Workspace

Connected

12,489 messages indexed

SALT CRM

Connected

2,341 records indexed

Get Answers with Sources You Can Check

Cloud AI Manager is designed to return answers tied back to underlying business material. That matters because teams do not just need a response – they need something they can trust enough to use in a quote, a customer conversation, a coaching review, or an internal decision.
  • Answers returned in plain English instead of raw search results
  • Source citations that point back to the original file, record, thread, or transcript
  • Follow-up questions that stay grounded in the same business context
  • A practical middle ground between keyword search and unsupported AI generation

What You Can Do with Cloud AI Manager

Connect your sources, let Cloud AI Manager index the content, and start asking questions across everything in one place.
Update CRM Records
“Update the deal stage for Acme Corp to Negotiation” — executed instantly
Create Tickets
“Create a Jira ticket for the login bug mentioned in #support” — done automatically
Send Messages
“Send a Slack DM to Sarah with the Q4 pricing sheet” — message sent with attachment
Generate Reports
“Pull all customer feedback from last month” — compiled and formatted instantly

Ask questions from the team environment people already use all day

Reduce repeated internal Q and A in busy team channels

Turn buried thread knowledge into something more reusable

Give new hires a faster path to answers without asking the same people over and over

Use It Directly in Slack

A lot of internal searching happens because someone does not want to leave the channel where the work is already happening. Cloud AI Manager can fit into that reality by supporting Slack-based knowledge workflows. Teams can ask a question, get a cited answer, and move forward without turning internal search into a separate task.

Surface Useful Answers During Live Calls

When Cloud AI Manager works alongside Cloud Voice Manager, the value shifts from passive search to in-the-moment assistance. Reps and agents do not need to pause the conversation, search through a folder, and hope they found the latest version. The platform can help surface relevant product details, pricing guidance, policy answers, and conversation context while the call is still live.
  • Sales reps can confirm product details without saying, "Let me get back to you."
  • Support teams can answer policy and process questions faster during active conversations.
  • Managers can use searchable transcripts and answer history for coaching and review.
  • Cloud Voice Manager becomes more useful because the AI knowledge layer is available in the same HMS ecosystem.

Separate knowledge models for sales, support, operations, or brand-level content

Tenant-aware scoping for businesses that need stronger separation

Role-based visibility so the wrong team does not see the wrong material

Cleaner answers because the retrieval layer is scoped to the right body of knowledge

Keep Teams, Data, and Permissions Separate

Not every team should search the same knowledge base in the same way. Cloud AI Manager supports multiple knowledge models so teams can separate content by use case, brand, geography, or department and still keep the experience simple for end users.

Operate It Like a Real Business System, Not a Toy Chatbot

Source Connection Management
Control what is indexed and when
Knowledge Model Administration
For teams, brands, or business units
Prompt and Answer Governance
Keep usage aligned with the business
Usage Insights
Show what users search for and where better source material may be needed

Connect It to the Rest of the Workflow

Cloud AI Manager is strongest when it fits naturally into the systems around it. API and automation hooks make that easier by giving HMS teams and connected businesses ways to extend search, retrieval, and answer delivery beyond a single interface.

Workflow

Security and Access Controls Built In

Answers grounded in authorized source material
Role-based administration and model-level boundaries
Business-friendly controls around what gets connected and who can use it
A retrieval model built to help teams find information without flattening every permission boundary

See the Features in the Context of Real Work

A demo shows how Cloud AI Manager connects sources, returns cited answers, and fits into live sales, support, and internal knowledge workflows.
Request a Demo
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