Solutions overview - EasyMate
Documentation Index
Fetch the complete documentation index at: /docs/llms.txt
Use this file to discover all available pages before exploring further.
A solution is one job EasyMate does for your business. You set up each one once, then launch it when you’re ready. You can add more solutions later, and nothing goes live until you say so.
Launching now: your team to win, engage, and grow
Three solutions are available today, and they’re designed to work together as a team. Set them up in this order, because each one builds on the last.
- Sales Assistant greets visitors on your website, answers their questions, and collects their contact details. This is your front door.
- Leads Portal is the back-office app where every one of those leads is stored and organized, so nothing slips through the cracks. Leads your Sales Assistant captures show up here automatically, with no copying and pasting.
- Follow-Up Assistant sends the right email at the right moment as a lead moves through your process, so leads never go cold while you’re busy.
Together, they help you win more customers, keep them engaged, and grow your revenue. More solutions that go deeper on engaging and growing are on the way. Here’s the simplest way to picture it:
Your Sales Assistant catches the lead. Your Leads Portal keeps it organized. Your Follow-Up Assistant keeps the conversation going.
You don’t have to set up all three at once. Many businesses start with the Sales Assistant, get comfortable, then add the others. The Leads Portal is included automatically so your leads always have a home.
What each one does at a glance
Coming soon
More solutions are on the way. They aren’t available to set up yet, but here’s a preview of what’s coming:
- Support Assistant, to answer common customer questions from your help content.
- Training Portal, a branded learning portal where customers access your courses and stay engaged.
- Revenue Growth Assistant, to spot opportunities to serve your existing customers more deeply.
- Insights Assistant, to show you the big picture of how your business is doing.
We’ll add setup guides here as each new solution becomes available.
Ready to start?
Begin with the Sales Assistant. When you’re ready to put it on your website, head to Deploying your Sales Assistant.