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 Twilio phone numbers carry over, and Flex users and teams can be imported. Self-service WABA embedded signup connects your WhatsApp Business account in minutes — no Twilio support tickets required. Agents sign in once: Lobbi opens Twilio Flex without a second login.
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 as PDF, Word, Excel, CSV, text or Markdown — or write articles directly. 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 answers from your actual documentation — not from general knowledge. Replace a document with a new version and the switchover is automatic, then check the result in the Knowledge Playground before customers see it.
Design Your Workflows
Define which conversations AI handles end-to-end, which get escalated to humans, and how the handoff works. Build guided flows with conditional branching and outcome steps, add quick routes for answers that must never vary, connect your own systems with the integration builder, and set up the AI's personality — so the repetitive stays with the machine and the remarkable reaches your people.
A five-step wizard turns a template into a working bot. The no-code 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 policies, priority 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 on a draft version 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, opening hours, policy questions. 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 CSAT, NPS or CES surveys — in the chat, by link, or by keypad right after an agent call — with low-score reasons that show what to fix and an AI relevance check that keeps test and off-topic responses out of the score. Track it all through the Analytics Hub: one landing page with role-based cards for Call Center Overview, AI Performance, First Contact Resolution, Survey Dashboard, Bot Insights, Conversation Explorer, and real-time Wallboards.
Why Teams Love the Shift
When AI takes the grind, everything changes.
Fast Implementation
Standard implementations go live in 1–2 weeks. Complex deployments with custom integrations typically take 4–6 weeks — still no lengthy professional services engagement.
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.
Weekly Bot Insights
Every week, AI analyses your conversations and proposes improvements — unanswered questions, missing routes, quality issues. You review each suggestion and apply it with one click.
Full Control
Version control, guardrails, escalation policies, and scope rules 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