Social channels, CRM and enterprise AI in one platform. Customers and staff enter, find and report on records by asking, within each user's permissions. Already on Salesforce? It works alongside.
DialogueBase brings the three together and puts the conversation first, so customers and staff get work done by asking.
Dialogue first, one engine: your knowledge base and your CRM data, behind every conversation.
Customer service, marketing, sales and management work on the same customer records, history and permissions, and the AI works across all of them.
Answer on every channel, hand over with the full story and follow through with Cases.
Reach the right segment on WhatsApp and let every reply decide the next step.
Capture enquiries in the chat, pass them to the right team and follow up with the full history, without a fixed sales template.
Live dashboards on your own records, or just ask. The AI answers with a table, within each user's permissions.
Every team above runs on the same objects, workflows and security, so you set them up once.
Enterprise AI and working with Salesforce have their own sections below.
Most teams never follow a textbook sales flow. In DialogueBase you define your own objects and fields, collect them in a conversation and let workflows take the next step.
For example a Points Claim: merchant, amount, date, receipt photo and a yes/no confirm.
The chatbot asks one question at a time on WeChat or WhatsApp, then creates the record.
Your team approves or rejects it on the record page, with the conversation one click away.
When a record changes, a workflow runs: update records, call your systems or add an AI step.
The same way works for policy applications, repair orders, bookings, warranty claims and event sign-ups.
Each use case runs across several modules. We show one or two industries as samples; the same flow fits any team that serves customers on chat.
Customer service
From question to resolution
The bot answers, an agent takes over with an AI summary and a Case keeps the promise.
37 min to resolve a failed redemption, against a 4-hour SLA
Sample: Loyalty, insurance
Marketing
From campaign to redemption
Segment, send on WhatsApp and let each button reply route to the bot, a team or a follow-up.
157 redemptions from one points reminder
Sample: Loyalty, mall events
Sales
Capture enquiries and pass them to sales
The AI assistant collects the details in chat and creates the record your sales team works on.
6 application fields collected in one WhatsApp chat
Sample: Credit cards, loyalty
Self-service
Self-service requests and claims
Customers report a repair or claim missing points in a sentence; the record opens for your team.
75% of chats fully self-served in the last 7 days
Sample: Property, loyalty
Management
Managers ask the data
Ask in everyday words and get a table from live records, with follow-up questions.
574 work orders summarised by estate in one answer
Sample: Loyalty, property
Not sure which fits?
In 20 minutes we map one of your real customer journeys onto DialogueBase.
Book a demo
Figures come from fictional demo data.
Customers reach you on their own channels; staff work in the console. Both ask the same AI agent, which answers from your knowledge base and your CRM data.
WhatsApp
WeChat
WeCom
Facebook
Messenger
Instagram
Web live chatUnderstands the question, asks when unsure and works within each user's permissions.
Policies, FAQs, SOPs and product information.
Contacts, conversations, Cases and your own objects, such as orders, policies and work orders.
No need to replace your CRM. DialogueBase handles the conversations and moves the data through the Salesforce Connector.
Hosted on Alibaba Cloud. Updates, backups and monitoring included.
Your AWS, Microsoft Azure or Alibaba Cloud account, or your own servers after an assessment.
WhatsApp, WeChat, WeCom, Facebook Messenger, Instagram and web live chat, all in one inbox, linked to the same customer record.
You can add AI and turn it on for the teams and users who need it. Use our models, or bring your own AI key, such as Qwen. Ask how AI is priced
On DialogueBase Cloud, your data is hosted on Alibaba Cloud. With a private deployment, it stays in your own cloud account or data centre. Deployment & security
Yes. You can run DialogueBase in your own AWS, Microsoft Azure or Alibaba Cloud account, or on your own servers after an assessment. Private deployment is an annual licence, quoted separately, with setup, updates and support included. Ask about private deployment
Yes. DialogueBase can run as the conversation layer and sync records with systems such as Salesforce through connectors, webhooks and the REST API. Integrations
Most teams start with a pilot on one channel and one use case. We agree the scope, timeline and success measures together during the demo.
Pricing depends on your number of users, channels and monthly usage. Tell us about your team in a short call or demo and we will send you a quote. Ask for a quote
We'll map one real customer path, from first message to resolution, and show where time, revenue and accountability improve.