Featured solution

Managed AI front desk rollouts for teams with custom workflows

Calmdex helps agencies, partners, and multi-location businesses design custom enquiry assistants around their services, channels, handoff rules, and reporting needs.

Problem

Custom customer workflows need more than a generic chatbot

Every business captures different details

Quote, booking, contact, guest, student, and service enquiries all need different fields and routing paths.

Teams need controlled handoff

Some enquiries should go to WhatsApp, some to forms, some to calls, and sensitive requests to humans.

Multi-client rollouts need consistency

Agencies and partners need repeatable setup, project structure, knowledge controls, and reporting.

AI needs business guardrails

Assistants must answer from approved knowledge and avoid overpromising on quotes, bookings, advice, or policies.

Solution

A configurable AI enquiry system for real business operations

Calmdex gives each project a flexible assistant, knowledgebase, channels, forms, leads, appointments, conversations, analytics, and plan guardrails so custom rollouts stay structured.

Custom assistant objectives

Tune each assistant for support, enquiry capture, booking requests, lead qualification, or handoff.

Dynamic forms

Configure contact and appointment fields around the information each project needs.

Knowledge controls

Use approved services, FAQs, snippets, files, websites, and agent-specific sources without mixing project data.

Channel rules

Control where assistants can go live, which domains are allowed, and which tabs or channels are visible.

Conversation and lead reporting

Track conversations, leads, appointments, page source, project, agent, and visitor context.

Managed implementation

Zenith can structure knowledge, configure workflows, test responses, and support monthly optimization.

Included

What's included in Custom Agent Solutions

Project workspace

A dedicated Calmdex project for each client, location, brand, or business unit.

Custom assistant setup

Assistant objectives, instructions, display settings, widget tabs, prompts, and channel visibility.

Dynamic capture fields

Contact and appointment forms tailored around each business, department, or enquiry flow.

Approved knowledgebase

Business facts, services, FAQs, snippets, and source assignments structured for safe answers.

Lead and appointment routing

Capture structured enquiries with project, agent, conversation, visitor, page, and source context.

Usage and engagement analytics

See widget opens, tab clicks, messages, leads, appointments, and conversation outcomes.

Use cases

Use Calmdex for custom enquiry and handoff workflows

Agency-managed client rollouts

Set up client projects, assistants, knowledge, widgets, reporting, and monthly improvement workflows.

Multi-location enquiry routing

Create project or assistant structures for locations, services, brands, or departments.

Custom lead qualification

Capture the exact fields needed for sales, quote, booking, student, guest, or support follow-up.

Sensitive handoff flows

Guide legal, medical, finance, payment, urgent, or policy-heavy requests to humans.

Widget experience control

Show the right tabs, quick prompts, services, FAQs, forms, and actions for each project.

Reporting and improvement

Use conversations, leads, appointments, and engagement analytics to improve each rollout.

Channels

Connect the channels each workflow needs

Calmdex keeps the website at the centre, then routes serious intent to the follow-up channel that fits the business.

Website widget

Install a branded assistant on approved domains with the tabs and actions each project needs.

WhatsApp handoff

Guide high-intent visitors into WhatsApp with context for the team to continue.

Forms and appointments

Use dynamic fields to capture contact, lead, booking, appointment, or intake details.

Google and campaign paths

Guide visitors from Google, landing pages, and campaign traffic into clearer enquiry flows.

Workflow

How Custom Agent Solutions work

Step 1

Map the workflow

Define the business, target enquiries, required fields, handoff rules, and live channels.

Step 2

Structure the knowledge

Add services, FAQs, snippets, business details, and approved source assignments.

Step 3

Configure the assistant

Set objectives, instructions, widget tabs, prompts, form fields, channels, and domain rules.

Step 4

Test before launch

Use the playground and internal QA to catch wrong answers, missing fields, and weak handoff paths.

Step 5

Go live and improve

Review conversations, leads, appointments, analytics, and client feedback to improve monthly.

Outcomes

What custom rollouts get from Calmdex

Flexible assistant workflows
Project-level data isolation
Dynamic lead and appointment capture
Controlled website and domain deployment
Safer human handoff for sensitive enquiries
Reusable rollout patterns for agencies
Clearer reporting for clients and teams

Rollout model

Built as SaaS. Managed when you need help.

Calmdex is built as a SaaS platform from day one. You can create projects, prepare assistants, test knowledge, and connect live channels when ready. For businesses that want support, Zenith can manage setup, knowledge structuring, website installation, testing, and monthly improvement, then hand over the workspace when the client is ready to manage it directly.

Self-serve ready

Create and test your AI enquiry desk privately before going live.

Managed rollout

Let Zenith handle setup, testing, installation, and optimization for your business.

Transferable workspace

Start with a managed project and take over your Calmdex workspace later when your team is ready.

Human handoff

AI handles the first response. Your team handles the important work.

Calmdex is designed to answer common business questions and capture enquiry details. For quotes, bookings, payments, urgent requests, sensitive topics, or final decisions, it can guide customers to your team, WhatsApp, booking links, forms, or calls.

The Calmdex platform

Assistants are just the beginning

Calmdex connects website chat, Facebook Messenger, Instagram DMs, approved knowledge, leads, appointments, analytics, and human handoff in one calm project workspace.

Agents

AI assistants
Playground
Instructions
Display controls

Conversations

Inbox
Lead capture
Contact forms
Appointments

Knowledge

Data sources
Services
FAQs
Website snippets

Channels

Website widget
Facebook Messenger
Instagram DMs
Human handoff

Operations

Projects
Team members
Usage
All features

Ready when you are

Plan a custom Calmdex rollout

Tell us the business model, enquiry flow, channels, and handoff needs. We will help shape a Calmdex setup that can be tested privately before going live.