Meet Smooth Operator. It answers from your data — then it does the work.
One AI teammate lives in every screen. It reads your CRM, tickets, and knowledge base to answer instantly — then creates the record, drafts the reply, books the meeting, or hands off to your team the moment a human should step in.
See it work
A reply is the easy part. Doing the work is the point.
Ask a real question and Smooth Operator answers from your own records — then it takes the actions a teammate would, and shows you exactly what it did.
Found Dana Whitfield at Acme Robotics in your CRM — an open deal in Qualified, last touched 9 days ago.
I replied with your enterprise pricing from the knowledge base, logged the thread, and offered three times from your calendar.
◍ Watch it work
Hand it anything. Watch the CRM update itself.
One teammate. Every surface.
The same agent runs your chat, your phone line, and your inbox — grounded in the same data, granted the same tools. Its work heats up as a conversation moves from a first question toward a closed deal.
Answers from your data
Grounded in your knowledge base, CRM, and open tickets — with the sources shown. Auditable, never a black box.
Drafts and replies
Writes follow-up emails and replies in your voice, and logs notes straight to the contact timeline.
Creates records
13+ CRM write tools — new contacts, companies, and deals. Import a CSV, or scan a business card straight into the CRM.
Books and schedules
Checks the connected calendar, books the meeting mid-conversation, and sets the follow-up reminder.
Picks up the phone
Talks in real time — browser voice or a real phone line — with the same brain that runs your chat.
Closes the loop
Knows when a human should step in — escalates with full context, and sends the e-sign envelope when it is time.
A fleet you configure
One brain. As many agents as you need.
Every agent is the same graph, shaped by what you give it — its instructions, personality, greeting, and the exact set of tools it is allowed to use. Stand up a support agent, a lead-intake agent, and an outbound agent from the same core, each grounded in your data.
- ✓Per-agent instructions and personality
- ✓A tool allow-list you control — grant only what each agent should do
- ✓Human escalation built in: the AI assists, your team decides
Referrals led at $128k, then Inbound at $94k and Events at $61k. Here is the breakdown — and the query behind it.
SELECT source, sum(amount) FROM deals WHERE stage='won' … GROUP BY sourceAsk Your Data
Analytics you ask in plain English.
Point a data source at Smoo and ask a question the way you would ask a teammate. You get a plain-language answer, an auto-generated chart, and the exact SQL that produced it — editable, not a black box. No one pre-authors a query.
Explore analytics“The AI agent answers prospect questions about our services and books discovery calls on its own, around the clock. It pulls straight from our knowledge base, so the answers are accurate — it is like adding a teammate who never sleeps and never goes off-message.”
Thomas Carter, Founder at Connected Consulting
Self-serve
Put an AI teammate on it today
Start a free trial today — card required, cancel anytime. Every plan includes Smooth Operator, your AI teammate.
Smoo CRM
Your pipeline, contacts, and booking — with an AI teammate built in.
14-day free trial
- Smooth Operator included
- Booking included
- 500 conversations/mo · 7¢ overage
- 3 agents · 10k contacts
CRM + Support
Everything in CRM, plus a support queue with SLAs — one AI core across both.
14-day free trial · saves ~22% vs separate
- Everything in Smoo CRM
- Support queue, SLAs & macros
- Smooth Operator included
- 2,500 conversations/mo · 5¢ overage
Build your own
Start with a CRM tier, then bolt on what you need.
CRM tier
Free trial · Card required, cancel anytime · No setup fees
Need Enterprise or a custom rollout? Talk to sales
Put an AI teammate on it.
Tell us how your team works and we will stand up Smooth Operator on your data — configured, trained, and live in days. No credit card to start.
Get started with Smoo AI
Tell us about your business and we'll tailor Smooth Operator to how your team works.
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