Answer Customer Questions.Route Follow-Up Work.
Resly answers from your docs, asks for missing intake details, creates a case, and routes each request to the right human or system.
Can it answer pricing and onboarding questions?
Yes. Resly answers routine questions from your docs with cited responses.
For follow-up requests, it collects the missing details before the next step.
Front Desk Workflow
Resly handles the next step after the answer
Customers enter through search or chat. Resly resolves routine questions, collects missing details, and hands off the work that needs follow-up.
Answer routine questions in search or chat
Give customers cited answers from the same knowledge base before they need an operator.
Collect the details operators need
Ask for email, company, issue context, and missing fields across turns.
Create a case and send it to the right queue
Record intent, priority, owner, and SLA context for conversations that need follow-up.
Give operators a clean next step
Send the summary, routing reason, and export-ready context without transcript cleanup.
Grounded answers start the workflow
Retrieval, reranking, and citations tie Resly to your content. The same grounding supports intake, routing, and handoff.
Syncs with your docs, PDFs, and URLs.
Finds useful chunks with hybrid search.
Scores context for relevance.
Drafts accurate, cited answers.
One inbound layer for search, chat, and messaging
Train Resly on your content once. Customers can use AI search, web chat, or Meta messaging beta, and your team receives the conversations that need structured follow-up.
Knowledge Base
Web Crawling and File Upload
Point Resly at a URL or upload PDFs, docs, and text files. It parses, chunks, and indexes the content for search and chat.
- ✓ Crawl any public website or help center
- ✓ Supports PDF, DOCX, TXT, and HTML
- ✓ Re-crawl anytime with one click
AI Search for Routine Questions
Some customers want the answer, not a conversation. Resly gives them direct, cited responses without forcing routine requests into chat.
- ✓ Summarized answers
- ✓ Suggested follow-up questions
- ✓ Highlighted source citations
Go to Settings > Developers. Locate the key and click "Revoke & Generate New".
Managing API Access
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Security Best Practices
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Can it answer pricing and onboarding questions?
Yes. Resly answers routine questions from your docs with cited responses.
For follow-up requests, it collects the missing details before the next step.
Conversational Intake for Requests That Need Context
Customers can move into chat without losing the grounding. Resly asks for missing details, tracks the intake, and prepares a handoff with context.
- ✓ Multi-turn context and field collection
- ✓ Case creation for requests that need follow-up
- ✓ Human handoff with routing context and next action
Answer, collect, route, improve
Your team improves the loop from one place: better content improves answers, answers reduce noise, intake creates cleaner cases, and operator outcomes show what to fix next.
Knowledge Base
ActiveOperators get a clean handoff, not a raw transcript
When Resly cannot resolve a request, it creates a case, records the routing reason, links the right contact or company, and gives the next step to a human or downstream system.
- Canonical cases instead of transcript cleanup
- Queue, assignee, SLA, and routing reason in one place
- Export-ready handoff for downstream systems
Case Preview
CASE-94H2VKQ
Contact
Maya Chen
maya@northwind.ai
Northwind Robotics
Routing
Priority: High
Queue: Sales
SLA: 2h response target
Summary
Prospect asked about pricing for multi-location rollout, requested implementation timeline, and wants a follow-up call with sales this week.
Decision Trace
Next Action
Simple Pricing
Start free, test Resly on live inbound traffic, then scale when search, chat, and routing produce enough value.
Self-serve plans are currently metered on inbound customer messages across AI search and web chat. Routing, cases, and webhook handoff are included in the product flow and are not separately metered in this release.
Starter
- ✓ Search and web chat from one knowledge base
- ✓ Structured intake, case creation, and operator handoff
- ✓ Current meter: 100 customer messages/mo
Pro
- ✓ Higher inbound volume for search, chat, and routed cases
- ✓ Current meter: 5,000 customer messages/mo
- ✓ WhatsApp and Messenger channels (Meta beta)
- ✓ Unlimited knowledge bases
- ✓ Advanced analytics
- ✓ Remove branding
- ✓ 30-day money-back guarantee
Enterprise
- ✓ Unlimited volume
- ✓ Custom API connectors and workflows
- ✓ SLA and priority support
- ✓ Procurement and rollout support
WhatsApp + Facebook Messenger
Connect Resly to your Meta business accounts so customers can reach you on WhatsApp and Messenger. Request access from a Pro workspace and we will enable it.
16 Languages with Auto-Detection
Resly detects the customer's language and replies in that language. Support global audiences across search, chat, and messaging entry points without extra setup.
Frequently Asked Questions
Yes. Resly answers routine questions from your docs, asks for missing details when a request needs follow-up, creates a structured case, and routes the next step to the right queue or system.
No. Source-grounded FAQs stay self-serve. Resly creates a case when the request stays unresolved, needs structured intake, requires human follow-up, or should move into another system.
Yes. Ingest your docs, website, PDFs, and files once. Resly uses that knowledge base for AI search, web chat, and front desk workflows.
Yes. Resly hands work to operators inside the app and can export a signed webhook payload to your downstream system. It focuses on intake, routing, and handoff for the first 5 to 10 minutes of inbound work.
No. This release includes AI search, web chat, WhatsApp and Messenger beta, plus signed webhook handoff into your downstream systems.
Yes. Resly isolates data per organization with row-level security. The app scopes reads and writes to your org, encrypts credentials at rest, and sends traffic over TLS.
Starter is free forever. Pro includes a 30-day money-back guarantee, so your team can test real traffic before committing.
Launch an AI front desk for inbound sales and service.
Start with one knowledge base. Customers can enter through AI search, web chat, or Meta messaging beta, and your team receives the requests that need follow-up.
No credit card required on Starter