TECOBI platform

The AI operating layer for modern customer conversations.

TECOBI sits above the busywork of a traditional CRM and keeps high-volume customer engagement moving. AI manages response, nurture, routing, summaries, campaigns, and operational signals so your team can focus on the conversations where human judgment creates the outcome.

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Always-on conversation coverage

AI routing and follow-up

Human handoff when judgment matters

The operating gap

Most CRMs record work. TECOBI helps manage the work.

A database can store leads, contacts, activities, and notes. It cannot guarantee speed, persistence, context, or clean handoffs by itself. TECOBI turns those operational gaps into managed workflows that run across the customer lifecycle.

Task lists do not create coverage.

Customers expect answers when they are ready, not only when someone is watching the queue.

Manual follow-up breaks at scale.

Every new contact creates more work, and the highest-value signals can disappear in the noise.

Handoffs need context.

People move faster when AI has already summarized the conversation and identified why it matters.

How the platform works

A closed-loop system for customer engagement operations.

TECOBI is not just another screen for users to check. It is an operating layer that helps the organization capture demand, understand what customers are saying, act automatically, route moments to people, measure outcomes, and improve the workflow over time.

Capture

Bring customer conversations into a managed workflow instead of leaving them scattered across inboxes, forms, phones, and task lists.

Understand

Use AI summaries, intent signals, conversation context, and customer history to make every interaction easier to act on.

Act

Let Auto Bots®, the Response Bot, Text Messages, Blasts, and follow-up automations keep routine engagement moving without waiting on manual task completion.

Handoff

Route ready, complex, or sensitive conversations to the right person with the context needed to move quickly.

Measure

Use Reports and AI Reports to see response, engagement, appointments, handoffs, campaign performance, and operational gaps.

Improve

Use Training, Tickets, and workflow visibility to tighten the process as your team learns what converts demand into revenue.

Platform modules

Product surfaces built around industry-agnostic customer engagement.

The same operating model can support any team that needs faster response, stronger follow-up, cleaner handoffs, and better visibility into engaged demand.

Proactive AI

Auto Bots®

Automate reactivation, nurture, and routine follow-up so opportunities keep moving when your team is busy.

Explore Auto Bots®

Inbound AI

Response Bot

Read customer replies, decide whether AI can respond, and route conversations to humans when the situation needs judgment.

Explore Response Bot

Conversation workspace

SMS and Call Queues

Give teams a focused queue for customers waiting on replies, calls, and high-priority human follow-up.

Explore SMS and Call Queues

Scheduling workflow

Appointment Scheduler

Let customers book available times, keep appointments tied to the conversation record, and give managers visibility into appointment outcomes.

Explore Appointment Scheduler

Sales workflow

Desking and Desk Log

Build digital offers, keep showroom activity organized, track process steps, and connect sold outcomes back to the customer journey.

Explore Desking and Desk Log

Attribution intelligence

AI Attribution Reports

Move beyond first-touch and last-touch reporting with weighted attribution across providers, TECOBI engagement, and customer journey evidence.

Explore AI Attribution Reports

Voice intelligence

Call Tracking

Record calls, summarize conversations, monitor sentiment, coach activity, and connect voice outcomes back to the customer record.

Explore Call Tracking

Customer pages

Custom Profile Pages

Send customers branded pages for profile introductions, scheduling, offers, documents, media, and forms without losing the conversation thread.

Explore Custom Profile Pages

Document Center

Digital Document Signing

Send document requests by text, collect customer fields and signatures, and save completed PDFs back to the customer record.

Explore Digital Document Signing

Website conversion

Website Widget and Embedded Forms

Turn website visitors into managed TECOBI conversations with text-first widget actions, embeddable forms, and conversion tracking.

Explore Website Widget and Embedded Forms

Campaign activation

Text Broadcasting

Send targeted SMS campaigns with reachable audience counts, AI-generated messages, pacing, auto replies, and reporting.

Explore Text Broadcasting

Business intelligence

Reports and AI Reporting

Measure AI activity, prompt performance, Response Bot routing, team execution, campaigns, calls, sources, and business outcomes.

Explore Reports and AI Reporting

Compliance layer

TCPA Compliance

Use TECOBI Shield to manage consent awareness, opt-out detection, quiet-hour protection, and messaging risk inside the workflow.

Explore TCPA Compliance

Customer intelligence

AI Assistant

Help users understand customer context, ask better questions, summarize conversations, and prepare for the next best action.

Campaign activation

Blasts

Reach segmented audiences with timely communication while tracking replies, engagement, and follow-up opportunities.

Operational control

Reports

Monitor team performance, AI activity, response quality, campaign results, and customer engagement from one operating view.

Services and extensions

More than bots: the connected services that make the operating layer work.

TECOBI also supports the practical pieces around AI CRM operations: capturing calls, converting website traffic, connecting systems, importing audiences, configuring workflows, and supporting the people who use the platform every day.

Voice intelligence

Call recording and summaries

Capture phone conversations, create usable summaries, and connect call context back to the customer record so teams can review what happened without digging through disconnected systems.

Recorded calls
AI summaries
Conversation history

Explore Call recording and summaries

Website conversion

Website widgets and embedded forms

Add TECOBI conversion paths to your website so visitors can start conversations, request help, and enter managed follow-up workflows without waiting on a manual handoff.

Contact widget
Signup embeds
Lead capture

Explore Website widgets and embedded forms

Customer-facing pages

Custom profile and action pages

Give customers a branded destination for contacting their assigned person, scheduling time, viewing sent media, completing forms, reviewing offers, and returning information securely.

Agent pages
Secure lead links
Customer forms

Explore Custom profile and action pages

Scheduling workflow

Appointment scheduler

Offer customer self-scheduling links, event-specific booking pages, calendar conflict checks, reminders, rescheduling, and appointment reporting.

Self-scheduling links
Calendar checks
Appointment reporting

Explore Appointment scheduler

Sales workflow

Desking and desk log

Structure offers, snapshots, desk activity, showroom status, process steps, notes, sold tracking, gross profit, and AI-assisted sales attribution.

Digital pencils
Desk log steps
Sales attribution

Explore Desking and desk log

Attribution intelligence

AI attribution reports

Analyze sold Desk Logs with weighted attribution, provider baselines, TECOBI influence, confidence scoring, reasoning, and aggregate source reporting.

Weighted credit
AI reasoning
Provider comparison

Explore AI attribution reports

Document workflow

Digital document signing

Prepare reusable document templates, send signing requests through the customer profile experience, collect required fields and signatures, and keep completed PDFs on the customer record.

Document templates
Customer signatures
Completed PDFs

Explore Digital document signing

Compliance controls

TCPA compliance and TECOBI Shield

Protect text-first engagement with consent-aware workflow, opt-out enforcement, quiet-hour controls, reassigned number checks, and manager guardrails.

Opt-out controls
Quiet hours
Consent awareness

Explore TCPA compliance and TECOBI Shield

Campaign activation

Broadcast texting and re-engagement

Build targeted text campaigns from live lead and customer data, personalize messages, pace delivery, route replies, and report on outcomes.

Audience filters
AI messages
Auto replies

Explore Broadcast texting and re-engagement

Business intelligence

Reports and AI reporting

Understand AI performance, prompt changes, Response Bot routing, team activity, call quality, lead sources, campaigns, and outcomes from one operating layer.

AI reports
Prompt history
Outcome reporting

Explore Reports and AI reporting

Connected workflow

CRM and lead-source integrations

Connect the systems where demand starts and the systems where teams already work, so TECOBI can trigger the right engagement motion and keep customer context synchronized.

CRM sync
Lead routing
Source tracking

Data readiness

Audience imports and segmentation

Bring existing customer lists, aged opportunities, and campaign audiences into structured follow-up paths that can be filtered, governed, and measured.

List imports
Segments
Reactivation

Operational rollout

Workflow setup and optimization

Configure bot logic, handoff rules, user workflows, and reporting views around how your team actually operates instead of forcing a generic CRM process.

Bot setup
Handoff rules
Reporting views

Support layer

Training, tickets, and team support

Give users and managers a clear support path for platform questions, workflow changes, and ongoing improvement as AI becomes part of the daily operating model.

User training
Tickets
Process improvement

TECOBI Shield

Compliance controls built for high-volume texting.

Customer communication needs speed, but speed without controls creates risk. TECOBI Shield adds a compliance layer around messaging so teams can keep conversations moving while respecting consent, quiet hours, opt-outs, and risk signals.

Quiet hours protection

Non-essential texts sent during quiet hours can be automatically rescheduled or blocked before they create risk.

State-specific quiet hours

Apply added state-level quiet hour rules where required so messaging behavior can adapt to stricter local requirements.

Reassigned number checks

Help detect when a phone number may no longer belong to the customer who originally provided consent.

Known litigator screening

Help block non-essential marketing texts to flagged high-risk numbers before messages are sent.

Opt-out enforcement

Block messages to numbers that have replied STOP or otherwise opted out of future messaging.

Consent management

Track opt-in, opt-out, re-opt-in, and consent status across customer messaging workflows.

Message intent controls

Support essential vs. marketing message handling for smarter compliance decisions.

Monitoring and insights

Provide visibility into blocked, rescheduled, and compliance-affected messages.

Advanced opt-out scanning

Use AI to analyze SMS activity for frustration or opt-out intent and proactively protect the customer experience.

Reduce compliance risk

Protect the customer experience

Keep messaging moving

Bot roles

Auto Bots® and the Response Bot solve different parts of the conversation.

TECOBI’s AI workflow is built as a handoff system, not a single chatbot. Auto Bots® create the proactive touchpoints, the Response Bot handles inbound replies, and humans take over when the conversation needs judgment.

Auto Bots® create the next touch.

They run proactive outreach and follow-up across active, aged, and dormant opportunities so the pipeline does not depend on task reminders or human memory.

First response
Follow-up
Reactivation
Long-term nurture

Response Bot manages the reply.

When the customer answers, the Response Bot evaluates the message, handles the routine response when appropriate, and identifies when the conversation should move to a person.

Customer intent
AI reply
Routing decision
Needs-human signal

Humans take the high-value handoff.

Your team steps in for sensitive, complex, or outcome-shaping conversations with the context AI already gathered.

Exceptions
Approvals
Negotiation
Relationship work

Hybrid intelligence

AI does the repetitive work. People handle the moments that need judgment.

AI handles the repetitive operating work

Auto Bots® proactive follow-up
Response Bot inbound reply handling
Long-term nurture and reactivation
Conversation summaries and signal detection
Campaign response handling and routing
Compliance-aware communication checks

People handle the work that needs judgment

Complex customer questions
Negotiation and exceptions
Relationship-building conversations
Sensitive or high-risk situations
Final decisions that need human accountability

Core capabilities

The building blocks of an AI CRM operating layer.

TECOBI combines always-on engagement, governance, and reporting so customer communication becomes managed operations instead of scattered activity.

Persistent nurture

Keep future opportunities warm with useful, consistent communication instead of letting quiet contacts become stale records.

Governed automation

Use automation controls, opt-out awareness, and risk signals so AI supports the workflow without removing human accountability.

Operational reporting

See what sources create engagement, which conversations need people, and how AI activity connects to real business outcomes.

Governance and control

AI should make the process more accountable, not less.

TECOBI is designed for teams that need scale and control at the same time. Managers should know what automation is doing, where customers are engaging, when people need to step in, and where the process needs improvement.

Opt-out and risk-signal awareness for safer customer communication.
Automation controls for pausing AI, excluding contacts, and keeping humans in charge.
Reporting that shows what AI handled, what customers did, and where people stepped in.
Training and ticket workflows that help teams improve the operating model over time.

See the operating layer

Find the work your CRM still leaves to people.

Book a TECOBI walkthrough and we will show how AI can manage response, follow-up, routing, reporting, and governance across your customer lifecycle.