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Every enquiry, with a clear next step.

Answer from the information your team trusts. Collect the useful details and hand over a customer your team can actually help.

HubSpotTeam handover

Viewing request prepared

Collecting the request
Listing
MAR-204 · approved record
Budget
AED 150,000 / year
Requested
Tomorrow, after 16:00
Owner
Maya · sales team

Maya checks the diary and confirms the viewing.

Read the full conversation
  1. Customer: Hi, is the two-bedroom in Marina still available?
  2. Assistant: Hi, I’m the team’s AI assistant. The approved listing shows it as available. When would you like to view?
  3. Customer: Tomorrow after 4. My budget is AED 150,000 a year.
  4. Assistant: Thanks. I’ve passed your request to Maya. She’ll confirm a viewing time with you.

A conversation your team can pick up.

The request, approved facts, preferred time and next owner stay together. A proposed appointment stays proposed until the booking is confirmed.

Answer the actual question

Answer a product question, explain a service or pass a clinic’s insurance question to reception. Use approved information and hold unclear answers for review.

Collect what matters

Capture intent, relevant requirements and preferred timing without making the customer fill in a long form.

Finish the handover

Prepare the CRM update, attach the conversation and name the person who owns the next action.

From the conversation to your team’s tools.

WhatsApp

Customer conversation

HubSpot

Contact and next action

Google Workspace

Team diary and documents

Your team stays in control.

Prices, availability and commitments come from approved sources. An uncertain answer is held for your team. Instagram DMs are not currently connected.

Connections and setup

The example shows a proposed workflow. Connections, permissions and acceptance checks are agreed for your systems before a pilot.

API access and your plan determine what can be connected. Tool logos identify possible systems, not a partnership.

One enquiry. Seven hidden jobs.

Follow the same example from the first message into the team’s working record.

Open the resource

Before we get started.

Who stays in control?

We start with supervised work: Knot prepares, a named person reviews. Any permission to send, book or update a record is agreed action by action and tested before it is enabled.

Can we keep our existing software?

That is the starting point. We check API access, your subscription, permissions and the records the workflow needs. A logo here identifies a possible tool, not a preinstalled connector or a formal partnership.

Does the customer know it is AI?

The assistant introduces itself as an AI assistant working for your business. Your tone, approved information and handover rules are agreed during setup.

Your business.
A place to start.

Start with your company website, then tell us what you’d like to improve. We’ll find a useful resource or a next step.

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