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EzyConn

How it works

How EzyConn works

EzyConn is an AI agent that talks to your customers on your website, WhatsApp, email and phone. It answers from your content, books into your calendar and brings in your team when needed.

  • Free plan, no card
  • On your website in about 3 minutes

A diagram of how EzyConn works. Customers write in on your website, WhatsApp, email or phone line. EzyConn reads each message against your own pages, files and answers, your rules and your calendar. Each conversation ends one of three ways: answered from your content with the source shown, booked into your calendar, or handed to a live agent from your team, who takes over the conversation.

Worked exampleThe messages, times and names in the drawings on this page are invented.

Set it up once

Four steps, about three minutes. Then it is answering.

From sign-up to answering on your website, all on the free plan. WhatsApp and a phone line can follow when you are ready, because they need your own accounts connected first.

  1. Create your free account

    No card, and the free plan does not expire, so there is no trial clock in the corner.

  2. Teach it your business

    Give it your website and it reads the pages itself. Add files, your own answers or your WooCommerce catalogue whenever you like.

  3. Add it to your website

    Paste one line of code into your site. On WordPress it goes in through your theme or any snippet plugin.

  4. Bring in your team

    Invite your teammates and connect Slack, or reply from the inbox in the portal.

Start setting it up

Train it

It learns your business from what you already have

Give it your website and it reads every page you keep. Add files, write answers, store exact questions and answers, and choose the AI model it answers with.

  • Your whole website, read

    Enter your address and it finds the linked pages. Keep the ones you want and it reads them all. When your site changes, read it all again in one click.

  • Files and PDFs

    PDF, Word, plain text, Markdown or CSV: a price list, a policy, a manual.

  • Text you write

    Paste or type anything it should know, like your hours or how refunds work.

  • Exact questions and answers

    Store a question with the answer you want word for word. It is used before anything else.

  • Choose the AI model

    Answers come from GPT out of the box. Add your own Claude or Gemini key and switch in a click.

Also connect Your WooCommerce catalogue Your database, read-only Its schema

Every source shows whether it has been read, and when. A question it could not answer can be turned into a written answer straight from the Unanswered list.

How the AI answers from your content

Every conversation

One enquiry at 22:10. Five things EzyConn does.

A buyer writes to a software company after the team has gone home. Scroll, and watch each move happen in the chat.

  1. It reads the message, wherever it arrives

    Your website chat, WhatsApp, email or a call to your own Twilio number: the same agent reads it, in the customer’s own language.

  2. It answers from your own content

    From the pages, files and answers you gave it, with the source shown. When your content does not cover a question, it says so instead of guessing.

  3. It asks only what it needs

    An email, a number, the details your rules ask for. One question at a time, and nothing it already knows.

  4. It gets the job done

    Books into your Google or Microsoft 365 calendar, checks your own system through an AI action, or saves the lead and sends it on through Zapier or a signed webhook. Bookings are confirmed by email.

  5. It brings in a person when it should

    A refund, a complaint, a question it cannot answer, or a customer who simply asks: it offers your team, and invites a live agent when they say yes.

  1. Lena Fischer: We’re on monthly for 12 seats. If we switch to annual, is there a discount?
  2. EzyConn: Yes. Annual billing gives you two months free, and you can switch any time from Settings, then Billing.
  3. Lena Fischer: Good. Can someone show us the reporting add-on first?
  4. EzyConn: Happy to set up a demo. What’s your work email, and how many people would join?
  5. Lena Fischer: lena@brightpath.example, 4 of us
  6. EzyConn: Available times for a reporting demo on Friday 9 October: 10:00, 14:30. Would you like to book one of these times?
  7. Lena Fischer: 10:00
  8. EzyConn: Booked for Friday at 10:00 with the sales team. Your confirmation is on its way.
  9. Lena Fischer: Also, we were charged twice in September. Can one be refunded?
  10. EzyConn: Refunds need someone from our billing team. I can connect you with one of our team now. Would you like that?

Worked exampleTaskwell, Lena Fischer and the billing policy are invented. The booking wording is EzyConn’s own.

Human handoff

When a person is needed, it invites one of your team

The AI talks to your customer for as long as it should. When something needs a person, it offers one. When the customer says yes, it steps back and a live agent from your team takes over in the same chat.

The hand-over, step by step. In the customer’s chat, EzyConn offers to connect Lena with the billing team and she says yes. She is told she is being connected to a support specialist. At the same time your team gets a live agent request with the whole conversation, in Slack and as a notification in the portal. Sam replies, and his reply appears in Lena’s chat under his name. The AI stops replying while Sam is in the conversation, and carries on once he hands it back.

When it brings in a person

  • The customer asks for a person

    “Can I talk to someone?” is always answered with someone. The AI offers your team and connects them when the customer says yes.

  • Your rules say so

    Refunds, complaints, urgent jobs, anything you decide. You write the rule once and it hands those over every time.

  • Your content does not cover it

    Instead of guessing, it says it does not know and offers a person.

  • A process cannot finish

    No times free, work you do not do, a booking that fails: the conversation goes to a person with everything collected so far.

If nobody is free

The customer is told your team is busy and that they will hear back shortly, and the conversation waits in your inbox with everything said so far.

How answering from Slack works

Worked exampleLena, Sam and Taskwell are invented. The connecting message is the one EzyConn sends.

What it leaves behind

Every conversation leaves a record, and a list of what to teach it next

Nothing scrolls away. Each conversation becomes a customer, any booking, a timeline of who did what, and every question it could not answer lands on a list for you to fill.

  • Every customer in one list

    Each person who writes in becomes a customer in your list, with their conversations and bookings beside them.

  • Who said what, and when

    The AI’s answers, your teammate’s replies and every booking, in order, months later.

  • Gaps you can close

    Every question it could not answer, listed for you. Add the answer once and it is part of its knowledge.

Reports and insights

FAQ

Questions about how EzyConn works, answered

Including what happens when your team is busy.

How does EzyConn work?

EzyConn is an AI agent for customer enquiries. You give it your website, files and answers, set your rules, and add it to your site, WhatsApp, email or phone line. It then reads each message, answers from your content, asks for what it needs, books into your calendar or sends the lead on, and invites a live agent from your team when a person is needed.

When does the AI hand a conversation to a person?

When the customer asks for one, when your rules say a topic goes to a person, when your content does not cover the question, or when a process cannot finish. In each case it offers your team, and when the customer says yes it invites a live agent with the whole conversation.

What does the customer see when a person takes over?

They are told they are being connected to someone from your team, then your teammate’s replies appear in the same chat, under their name. Nobody has to start again or repeat anything they already said.

Can my team reply from Slack or Microsoft Teams?

Yes. A live agent request reaches your team in the EzyConn inbox, in Slack, and in Microsoft Teams (beta). A reply in the Slack thread goes straight back to the customer.

What happens if nobody on the team is free?

The customer is told your team is busy and that they will hear back shortly, and the conversation waits in your inbox with everything said so far.

Does the AI keep replying after a person joins?

The AI stops replying the moment a person takes over, so the customer never gets two answers at once. When your teammate is done, they hand the conversation back to the AI and it carries on.

What does EzyConn answer from?

Only what you give it. Enter your website address and it finds and reads the pages you keep, and you can read the whole site again whenever it changes. Add files (PDF, Word, plain text, Markdown or CSV), text you write, exact questions and answers, your WooCommerce catalogue or a database it can only read. Each source shows whether it has been read, and when. When none of them covers a question, it says so and offers a person.

Can I choose which AI model it answers with?

Yes. Answers come from GPT out of the box. Add your own Claude or Gemini key and you can switch between them in a click.

How long does it take to set up?

About three minutes from sign-up to answering on your website: create a free account, give it your website and paste one line of code into your site. WhatsApp and a phone line take longer, because they need your own accounts connected first.

Does it get better over time?

It gets better as you teach it. Every question it could not answer lands on an Unanswered list in your portal, so you can add the answer to its knowledge. Reports and your customer list can be exported as CSV whenever you need them.

Which plan do I need?

The free plan answers from your content, and your team can take conversations over from the inbox. Booking in the chat, workflows and AI actions start on Starter. The pricing page lists what each plan includes.

Start free

Let the AI answer. Step in when it matters.

Start on the free plan, give it your website and it is answering in about three minutes. Your team joins whenever a person is needed.

Free plan, no card. Upgrade only when you want booking, workflows or AI actions.