How Lobbi Works
Four steps to shift the repetitive work off your team. No coding required — connect, configure, and go live. Within days, your people stop answering routine questions and start doing the work that builds relationships.
Connect Your Channels
Lobbi integrates with your existing infrastructure — no ripping and replacing required. Connect your phone numbers for voice calls, link your WhatsApp Business account via self-service WABA embedded signup, configure SMS, set up the webchat widget on your website, and connect your email inbox. The guided setup wizard walks you through each channel step by step.
Your existing phone numbers, routing rules, and agent configurations carry over. Self-service WABA embedded signup connects your WhatsApp Business account in minutes — no Twilio support tickets required. Lobbi provisions everything else automatically.
Upload Your Knowledge
Your AI is only as good as the information it has access to. Upload your product documentation, FAQs, policy documents, and support articles in any format. Lobbi's RAG engine indexes everything automatically — so the AI handles the routine questions your team answers on repeat.
The RAG (Retrieval-Augmented Generation) engine indexes your content into a vector database and retrieves the most relevant passages in real time during conversations. This means your AI always answers from your actual documentation — not from general knowledge or hallucinations. Keep your knowledge base updated and the AI stays current automatically.
Design Your Workflows
Define which conversations AI handles end-to-end, which get escalated to humans, and how the handoff works. Build guided flows, configure escalation rules, and set up the AI's personality — so the repetitive stays with the machine and the remarkable reaches your people.
The visual IVR builder handles call routing with instant response times, natural spoken business hours in the caller's language, and time-of-day greetings. Configure escalation rules, agent skills, and fallback messages. Set up quick reply templates for your agents. Kick-start setup with pre-built industry taxonomy templates for common sectors — retail, healthcare, financial services, and more — then customize from there. Test every scenario with the built-in bot tester before going live — full version control means you can always roll back.
Deploy and Free Your Team
Hit publish and your AI goes live across all configured channels instantly. Within days, routine conversations shift to AI — password resets, order tracking, appointment scheduling. Your team's dashboard shows what's been automated and what still needs them. The more conversations AI handles, the more time your people have for the work that matters.
Review conversation transcripts, identify gaps in your knowledge base, and refine your bot configuration without any downtime. Push updates to your draft version, test them, then publish — your live bot continues handling traffic throughout. Voice calls are automatically transcribed post-call with sentiment scoring, giving supervisors searchable call records without manual review. SLA monitoring tracks compliance in real-time and syncs breach alerts to agent dashboards so nothing slips through. Set up automated CSAT surveys to collect feedback after every interaction and track trends over time with the built-in analytics suite.
Why Teams Love the Shift
When AI takes the grind, everything changes.
Fast Implementation
Most teams go from zero to handling live conversations in under a week. No lengthy professional services engagements or complex deployments.
No Code Required
Operations and CX teams can build, configure, and iterate on bots without engineering support. Full control stays with the people who know the business best.
Continuous Learning
Every conversation generates insights. Identify knowledge gaps, discover new question patterns, and improve your AI's performance continuously from the analytics dashboard.
Full Control
Version control, guardrails, escalation rules, and topic blocking give your team complete oversight of every AI interaction — with the confidence to deploy and iterate fast.
Ready to Let Your Team Focus on What They Do Best?
AI for the repetitive. Humans for the remarkable. See it in action with your own use cases.
Schedule Demo