Product · feature overview

AI agent features for business: everything Kolio does
— and what it deliberately doesn't.

Kolio is an AI agent for sales and support: it answers customer questions from your price list, stock and knowledge base, qualifies inquiries and hands them to your sales team as tasks, books appointments and reports order or repair status. One setup covers phone, web and email. It never issues quotes or places orders — your team does.

Free 7-day trial · no credit card · one setup for three channels

By the Kolio team · updated

37%
of companies responded to a lead within an hour; 23% never responded (audit of 2,241 companies)Source: Harvard Business Review
82%
of buyers expect an immediate response when they have a sales or marketing questionSource: HubSpot Research
~40%
of appointments are booked outside working hours, between 5 pm and 9 am — when nobody is at the phoneSource: Zocdoc
01 · Sales

What can the AI agent do for sales?

The Kolio AI agent for sales answers customer questions about price, stock and lead time, qualifies an inquiry and hands it to your sales team as a task in the CRM, and books appointments in the Calendar on its own. It answers from your data — price list, stock and knowledge base — and never guesses; a quote with an individual price is always issued by your sales team.

Answer customers instantly

Kolio answers “How much is it?”, “Is it in stock?” and “When will I get it?” 24/7 — from your price list, stock and knowledge base, by phone, on the web and by email.

Call in progress· 0:00
Ben Gallagher
Gallagher Construction Ltd · Fri 11:15
Phone call …
Kolio · call to the demo company Norevia · a question about consulting prices

Inquiry capture → task for sales

Kolio asks what the customer needs, by when and for how many people, takes their contact details and hands the inquiry to your sales team as a task with a summary and transcript.

Kolio CRM — a sales task created by the AI agent from a phone inquiry: summary, customer contact and call transcript

Appointments, viewings, meetings

Kolio offers free slots from your calendar, books the appointment during the conversation and confirms it — no callbacks and no double bookings.

02 · Support

What can the AI agent do for customer support?

The Kolio AI agent for customer support reports order, delivery or repair status from your connected online store, service system or ERP — after identifying the customer by phone number, email or order number. It records order changes and complaints and hands them to your team as a task; refunds and credit notes are decided by your team.

03 · One setup

One set of instructions, one knowledge base — why a single setup?

One set of instructions and one knowledge base in Kolio apply to all three channels at once: whatever you write once in plain sentences, the agent follows by phone, on the web and by email. You build the knowledge base from your website, PDFs and price list; every change is versioned and can be restored.

04 · Where it represents you

Where does the AI agent represent you: phone, web or email?

The Kolio AI agent represents you on three channels with the same setup: on your existing phone number (SIP), as a chat on your website with one line of code, and in your email inbox (IMAP/SMTP or Gmail). Every conversation — call, chat or message — is saved with a transcript and summary on the contact in the CRM.

Phone

An AI phone agent on your existing number: speaks 14 languages, can be interrupted, transcribes and summarises every call. No audio recording is stored.

Kolio — transcript of a phone conversation in which the AI agent captures an inquiry from a customer of the demo company Norevia

Website

Chat on your site with one line of code: your colour, language and greeting, the same answers as by phone, and visitors can attach an image or PDF.

Email

Kolio reads your inbox and replies from your address — in “draft” mode your team reviews first, in “automatic” mode it replies on its own. Bulk mail is recognised and skipped.

Kolio — a draft reply to a customer email prepared by the AI agent, waiting for review by your team
05 · For your team

Which AI call center features does your team get?

The AI call center features for your team in Kolio are a CRM with contacts and tasks, an internal appointment calendar and a browser softphone: every agent conversation ends as a contact, task or appointment your team can see, take over and complete. Transcripts are kept for 365 days; GDPR export and deletion are built in.

CRM and tasks

A contact with its full history — calls, chats, email, appointments — and tasks with an owner, priority and due date, created from conversations by the agent.

Kolio CRM — contact card of a demo company Norevia customer with conversation history, tasks and appointments

Calendar

Week and day views, services with duration and staff, working hours and blocks; reschedule by dragging. The agent uses the same calendar for free slots.

Kolio Calendar — week view of the demo company Norevia's appointments, booked by the AI agent by phone and on the web

Softphone

A phone in the browser: your team calls from the contact card and takes calls, the conversation is transcribed live and saved on the contact — nothing to install.

06 · Integrations

Integrations with your systems

Kolio connects to your systems in both directions: the agent reads price lists, stock and order status from your online store, ERP or service system, while your systems read and write Kolio's appointments, contacts and tasks through the REST API, MCP server and webhooks. Writing to an external system is always your deliberate decision — by default the agent only reads.

All integrations →

Online store

Order status, shipment tracking, delivery — from the store you already run.

ERP and CRM

Lead times, installation dates and documents from your business system.

MCP and API

REST API v1, MCP server and webhooks: appointments, contacts and tasks in both directions.

07 · Limits

What does the AI agent for sales and support deliberately not do?

The Kolio AI agent does not issue quotes, set discounts or place orders — anything with a financial consequence is handed to your team as a task with the transcript, and the customer is told who will get back to them and by when. When the answer is not in your data, it does not guess: it records the question and creates a task.

The agent does it alone

  • Answers about price, stock and lead time — from the price list and knowledge base
  • Qualifies an inquiry and records it as a task for sales
  • Books, reschedules or cancels an appointment in the Calendar
  • Reports order, delivery or repair status from your system
  • Records a change or complaint with all the details

Handed to your team

  • Quote, individual price and discount — issued by your sales team
  • Ordering a product or service — confirmed by your team
  • Address change, order cancellation, exchange — decided by your team
  • Refund or credit note — always your decision
  • Any question that has no answer in your data
Kolio AI agent features: what it does alone and what it hands to your team
Customer requestKolio AI agentYour teamChannel
Price, stock, lead timeAnswers from the price list and knowledge base—phone · web · email
Request for a quoteQualifies, takes contact details, creates a taskIssues the quotephone · web · email
Appointment, viewing, meetingBooks the slot in the Calendar—phone · web · email
Order or repair statusChecks the system and answers—phone · web · email
Change or complaintRecords it and creates a taskDecides and confirmsphone · web · email
Discount, individual priceNever sets it — hands over a taskSales decides—
Placing an orderNever orders — hands over a taskConfirms the order—

You set the limits in the instructions; the agent follows them on all three channels.

Getting started

How do you get started with Kolio in three steps?

You set Kolio up once and the setup applies to phone, web and email at the same time — no programming, and the first 7 days are free.
  1. 01

    Sign up and write the instructions

    Sign in with Google or email; 7 days free with no credit card. In plain sentences, write down what the agent may do alone and what it hands to your team.

  2. 02

    Add knowledge sources and integrations

    Enter your website, upload PDFs and the price list; optionally connect your store, ERP or service system. The agent answers only from what you have given it.

  3. 03

    Switch on a channel and test

    Connect your SIP number, paste the embed code on your website or connect your inbox. Test the conversation in the simulator before it goes live.

FAQ

Frequently asked questions about AI agent features

What can the Kolio AI agent do alone, and what does it hand to your team?

The Kolio AI agent answers questions about price, stock and lead time on its own, qualifies inquiries, books appointments and reports order or repair status from your data. Quotes, discounts, product orders, order changes and complaints are handed to your team as a task with the conversation transcript — any decision with a financial consequence is always yours.

Do I have to set up each channel (phone, web, email) separately in Kolio?

In Kolio the instructions and knowledge base are shared by all three channels: what you write once applies by phone, on your website and by email. Only the channel itself is switched on separately — you connect a SIP number, paste the embed code or connect an email inbox.

Which features does Kolio have as an AI call center?

As an AI call center, Kolio takes calls on your existing number 24/7 in 14 languages, transcribes and summarises every call, saves it on the contact in the CRM, creates a task or appointment from the conversation and gives your team a browser softphone for calls from the contact card. No audio recordings are stored; transcripts are kept for 365 days by default.

Does Kolio replace my CRM or connect to the existing one?

Kolio has a built-in CRM with contacts, tasks and conversation transcripts that works immediately, without any integrations. You connect an existing CRM, ERP or online store through the REST API, MCP server or webhooks — the agent reads price lists, stock and order status from them, and writing to the external system is enabled separately.

What does the Kolio AI agent do when it doesn't know the answer?

When the answer is not in the price list, knowledge base or a connected system, the Kolio AI agent does not guess or invent: it tells the customer your team will check, takes their contact details, records the question and creates a task with the conversation transcript. The customer learns who will get back to them and by when.

How much does the Kolio AI agent cost and how do I start?

Kolio costs from €49 per month; the first 7 days are free with no credit card. You start by signing up, writing the instructions, adding knowledge sources and switching on the first channel — phone, website or email; setup takes a few minutes, with no programming.

One agent for three channels — start for free.

Write the instructions, add knowledge sources and switch on phone, web or email. Anything with a financial consequence stays with your team.

Free 7-day trial · from €49 per month · cancel anytime

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