Every company gets its own AI workforce.
Teleperson is one platform for your whole operation — dashboard, growth, an AI agent builder, CRM, marketing, projects, and insights. Drop your work email and see exactly how it helps your company.
Good morning, Dana
Here’s what needs you today
Open tasks
7
▼ 2 due
Voice calls
42
▲ 18%
CSAT
94%
▲ 3%
Activity, last 7 days
The platform
Eleven products. One login. One source of truth.
Everything a modern company runs on — and an AI that works across all of it.
AI cost control
JuneSpend MTD
$1,284
Projected
$2,050
Requests
18,402
Budget used
64%
Daily spend
Cost by feature
Recommendation
Move "agent" off Opus — Sonnet would cut its cost ~38%.
AI Cost Control
NewKnow exactly what your AI costs — and cut it.
A live, itemized view of your AI spend.
Everyone was told AI is cheap. It isn't — and it's now a line item your CFO and board are asking about. Teleperson gives every company a live, itemized view of its AI spend: which features cost what, which models you're paying for, and where the money goes across text and voice. Then it does the hard part — pinpointing concrete savings ("move this workflow off the premium model and save ~$240/month"), forecasting month-end spend, and alerting you before you blow the budget. AI you can finally put a number on.
- Itemized spend by feature, model, and team
- Budget + threshold alerts before overruns
- One-click savings recommendations
Good morning, Dana
Here’s what needs you today
Open tasks
7
▼ 2 due
Voice calls
42
▲ 18%
CSAT
94%
▲ 3%
Activity, last 7 days
Dashboard
Start every day knowing exactly what to act on.
Your whole operation at a glance.
A time-of-day greeting, the tasks that need attention, and live activity across voice, CRM, and insights — the moment you log in.
- Tasks that need you, ranked
- Live voice + CRM activity feed
- Trends that update in real time
AI growth strategy
Generated for Acme RetailProjected MRR
+18% if top 2 plays ship this quarter
Prioritized plays
Growth
A concrete plan, not a blank page.
AI growth strategies tailored to your business.
Teleperson reads your data and proposes prioritized plays — each scored by impact and effort, with the revenue they're projected to move.
- Plays ranked by impact vs. effort
- Projected MRR for each move
- Refreshed as your numbers change
Configure
data-agent="acme">
Live preview
Agent Builder
A production agent in minutes.
Build and launch your own AI agents.
Set the persona, knowledge, voice, and branding — then drop one embed snippet on your site. No prompt-engineering degree required.
- Persona, voice & knowledge in one place
- Live preview as you configure
- One-line embed for your site
Executive overview
1 risk flagRevenue (MTD)
$418k
▲ 12%
Net burn
$92k
▼ 5%
Cash
$2.4M
Runway
26 mo
▲ 2 mo
Revenue by quarter
Company
The numbers leadership actually reads.
Executive KPIs in one view.
Revenue, cost structure, cash position, and risk flags — surfaced clearly, so the leadership conversation starts from the same picture.
- Revenue, burn, cash & runway
- Automatic risk flags
- Board-ready at a glance
CAC
$214
▼ 9%
LTV:CAC
4.1x
▲ 0.4
Payback
6 mo
Competitor analysis
Target personas
Ops Manager Mia
Wants fewer tickets
Founder Ben
Wants growth, fast
Marketing
Sharper marketing, grounded in your market.
CAC analytics + an AI marketing strategy.
Competitor analysis, target-user personas, and campaign suggestions — built from your industry and your real acquisition data.
- CAC, LTV & payback tracking
- Competitor gaps & threats
- Personas and campaign ideas
Customers
12-mo logo retention
Customers
See who your customers are — and why they stay.
Your customer base, sources, and retention.
Every customer, where they came from, and how well you keep them — in one place instead of five spreadsheets.
- Acquisition source per customer
- Retention & churn at a glance
- Searchable customer base
Pipeline
Acme Retail
$12k
Hillside Co
$6k
Riverside Rx
$24k
Northwind
$40k
CRM
A CRM the team adopts, not fights.
Companies, contacts, opportunities, and tasks.
A sales workspace grounded in your data, with a pipeline your team actually keeps current — because the agent handles the busywork.
- Drag-and-drop pipeline
- Contacts & opportunities linked
- Tasks that don't fall through
Acme rollout
Public portal onProjects
Keep delivery and stakeholders aligned.
Project management with a public portal.
Tasks, attachments, comments, and notes in one workspace — plus a read-only portal so executives can follow progress without a login.
- Tasks, files, comments & notes
- Progress everyone can see
- Read-only portal for execs
Campaigns
Campaigns
Every campaign's status at a glance.
Plan and track campaigns in one place.
Links, target users, status, and comments for each campaign — so nothing launches late and nothing slips through.
- Status across every campaign
- Target users & links attached
- Comments keep context in place
Team scratchboard
✉︎ Mentions emailed to teammates automatically
Scratchboard
Capture decisions without leaving the platform.
Shared team notes with @-mentions.
A shared space for quick notes — @-mention a teammate and they get an email, so decisions get routed instead of lost in chat.
- Shared, always-on notes
- @-mentions email teammates
- Context stays next to the work
312 responses
Top themes
Insights
Turn customer signal into decisions.
Surveys plus analytics, wired to your dashboard.
Run surveys, watch NPS and themes roll up, and feed the results straight into the dashboard your team already checks.
- NPS & theme analysis
- Surveys to the right contacts
- Feeds back into the dashboard
Solutions
Built for the people who run the company.
For founders & operators
Replaces a stack of disconnected point tools.
One place to run the business — and an AI that tells you what to do next.
For customer teams
Replaces scripted chatbots and overflowing ticket queues.
First-turn resolution on chat and voice, in your brand's voice, 24/7.
For growth & marketing
Replaces guesswork and generic playbooks.
A strategy grounded in your real data, your industry, and your competitors.
11
Tools replaced by one platform
73%
Chatbot conversations that end without resolution
Days
Time to live on your domain — not quarters
How it works
Plug in your stack. Your agent gets fluent.
Connect your contact center, CRM, help desk, or any other system. Teleperson reads from where your truth lives — your agent on your site speaks fluent customer from the first hello.
Contact Center
Five9 · Genesys · Zendesk
CRM
Salesforce · HubSpot
Help Desk
Zendesk · Freshdesk · Intercom
Other
Plaid · custom APIs
The customer agent
An agent customers actually want to talk to.
Four outcomes that change the unit economics of support.
First-turn resolution
The agent has your customer's full context before they finish typing. Issues resolve on turn one, not after the third hand-off.
Always on, every language
Chat and voice, 24/7, seven native-fluency languages. No off-hours queue, no 'leave a message' fallback.
Branded, never generic
Your name, your voice, your tone. The agent speaks as your brand — not as a third-party widget pretending to be you.
Voice + chat, one agent
Same brain across surfaces. The visitor flips between chat and voice mid-conversation without losing the thread.
Browser extension
Claim your company on Teleperson — free, forever.
Millions of consumers will use the Teleperson extension to manage every company they do business with. Claim your listing and you control the relationship — verified messages, a direct line back to your support, and the option to plug your own agent in later. No card needed.
- Verified ownership — your name, your logo, your tone
- Direct-message inbox right inside the extension
- Deep-link visitors to your preferred support channel
- Quarterly engagement digest — who interacted, what they asked
Claim approval typically completes within one business day.
Optional · paid
Plug in your backend → hyper-personalized engagement
Connect your contact center, CRM, or help desk to Teleperson and the same listing turns into a live concierge. Visitors recognize their open tickets, recent orders, and unresolved questions before they say a word.
Verified identity sync
Visitors are matched to your system of record on first contact, no auth handoff needed.
Live agent context
Open cases, recent transactions, and account flags surface in every conversation.
Your stack, your data
Five9, Genesys, Zendesk, Salesforce, HubSpot — we read from where your truth lives.
Integration pricing
Per-integration setup ($2,500 / connector) plus a modest monthly platform fee while in private beta. We’ll scope a fit on a 20-minute call and quote firm before any commitment.
Talk to us about integrationBuilt for
Industries with high-trust customer relationships.
Banks & credit unions
Account, dispute, and transaction context surfaces instantly — GLBA-aligned guardrails baked in.
Insurance
Claim status, policy details, and renewal triggers without forcing the customer to authenticate twice.
Telco & utilities
Cut inbound call-center load. The agent handles tier-1 in chat and voice; humans get only what matters.
Consumer brands
Take back the relationship from third-party support widgets. Your data, your tone, your funnel.
SOC 2-aligned. Plaid-grade encryption. Audit-logged.
Plaid access tokens are AES-256-GCM encrypted at rest. Every Postgres table is RLS-enforced. Every privileged action is audit-logged with operator and tenant attribution. Visitor location and memory require explicit opt-in (GDPR Article 6(1)(a)) before any city-level data is processed.
Four tiers. Self-serve from $249/month.
Flat conversation caps, transparent overage, monthly or annual (save 15%). Cancel any time from your Stripe customer portal.
FAQ
Common questions from buyers.
Be first on the platform.
Join the beta waitlist and we’ll reach out the moment a slot opens for your company.