KOLBY AI / BUSINESS CATALOG

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Browse the capabilities below. Standard features are already available in Kolby's existing platform. Select any additional features you'd like us to build for your business.

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CATEGORY 01 / CORE PLATFORM

Core AI Sales Coaching

Sales training, live guidance, practice, performance grading, and specialized coaching options.

9 capabilities

◈ ● Standard

Learn — Knowledge & Training

Give employees access to approved product knowledge, sales frameworks, scripts, and coaching resources.

◎ ● Standard

Train — AI Sales Roleplay

Practice sales conversations and customer objections using AI roleplay and structured scenarios.

↗ ● Standard

Guide — Live Call Assistance

Receive objection responses, coaching prompts, and next-step guidance during customer calls.

▤ ● Standard

Grade — Call Performance

Evaluate sales conversations with performance scores, coaching feedback, and weak spots.

◇ ● Standard

Objection Center

Review objection responses, winning approaches, missed opportunities, and improvement areas.

⌘ ✦ By Request

Company-Specific Sales Methodology

Configure specialized coaching rules, scripts, and scoring around your company's sales process. ✓ Add to inquiry ♧ ✦ By Request

Role-Based Coaching Tracks

Build different coaching experiences for appointment setters, closers, account managers, and other roles. ✓ Add to inquiry ✓ ✦ By Request

Compliance Coaching Workflows

Add industry-specific reminders, disclosure prompts, and custom quality-review standards. ✓ Add to inquiry ▥ ✦ By Request

Multi-Brand Coaching Experiences

Create dedicated coaching environments for different brands, business units, or client programs. ✓ Add to inquiry

CATEGORY 02 / REVENUE OPERATIONS

Sales & Lead Management

Lead qualification, CRM activity, pipeline management, and automated follow-up workflows.

10 capabilities

▤ ● Standard

Call Notes & Summaries

Capture conversation transcripts, call summaries, customer needs, and important next steps.

◎ ● Standard

Conversation Insights

Identify customer objections, stated needs, and important details from sales conversations.

◇ ✦ By Request

AI Lead Qualification

Ask qualification questions, assess lead suitability, and route inquiries using defined criteria. ✓ Add to inquiry ↔ ✦ By Request

CRM & Pipeline Sync

Connect supported CRMs, map customer data, update records, and synchronize pipeline activity. ✓ Add to inquiry ↗ ✦ By Request

Lead Routing & Assignment

Assign incoming leads by territory, availability, team, qualifications, or company-specific routing rules. ✓ Add to inquiry ☎ ✦ By Request

Predictive Dialer

Automatically dial outbound leads, optimize call pacing, and connect answered calls to available sales agents. ✓ Add to inquiry ➤ ✦ By Request

Automated Email & SMS Follow-Ups

Trigger approved follow-up messages based on call outcomes, customer activity, and pipeline events. ✓ Add to inquiry ◷ ✦ By Request

Appointment Scheduling

Coordinate appointment booking, confirmations, reminders, and rescheduling through connected tools. ✓ Add to inquiry ✦ ✦ By Request

Pipeline Task Agents

Create tasks, retrieve missing information, and perform approved CRM actions through AI agents. ✓ Add to inquiry ⚡ ✦ By Request

Lead Re-Engagement Campaigns

Reconnect with inactive leads through approved outreach sequences and custom follow-up rules. ✓ Add to inquiry

CATEGORY 03 / CUSTOMER EXPERIENCE

Customer Service & Support

Customer inquiries, AI support agents, ticket handling, and connected service workflows.

8 capabilities

◉ ✦ By Request

24/7 AI Support Agent

Answer common customer questions using your company's knowledge base and approved response rules. ✓ Add to inquiry ▤ ✦ By Request

AI Website Support Chat

Answer website visitor questions, provide assistance, and collect contact details when appropriate. ✓ Add to inquiry ☎ ✦ By Request

AI Phone Receptionist

Answer inbound calls, collect caller information, and route requests to the appropriate team. ✓ Add to inquiry ▧ ✦ By Request

Support Ticket Management

Create, categorize, assign, and update customer support tickets in connected systems. ✓ Add to inquiry ↗ ✦ By Request

Intelligent Escalation

Route complex support requests to human employees along with the conversation history and context. ✓ Add to inquiry ◎ ✦ By Request

Order & Account Status Lookup

Retrieve authorized customer, order, or account information from connected business systems. ✓ Add to inquiry ◇ ✦ By Request

Multilingual Customer Assistance

Configure AI support experiences in supported languages for different customer audiences. ✓ Add to inquiry ✓ ✦ By Request

Support Quality Monitoring

Evaluate customer support conversations against custom service standards and quality criteria. ✓ Add to inquiry

Customer service agents and support integrations require custom development. Capabilities depend on the systems being connected and the agreed scope.

CATEGORY 04 / AI EMPLOYEES

AI Employees & Task Agents

Specialized AI workers for administrative tasks, customer communication, research, recruiting, and business operations.

8 capabilities

✦ ✦ By Request

AI Executive Assistant

Organize schedules, prepare meeting briefs, track tasks, and coordinate approved administrative work. ✓ Add to inquiry ☎ ✦ By Request

AI Receptionist

Handle incoming calls, answer routine questions, capture caller information, and schedule or transfer calls. ✓ Add to inquiry ◎ ✦ By Request

AI Research Assistant

Gather business information, research prospects, compare data, and prepare structured reports. ✓ Add to inquiry ♧ ✦ By Request

AI Recruiting Assistant

Answer applicant questions, coordinate interviews, organize applications, and support recruiters. ✓ Add to inquiry ◷ ✦ By Request

AI Appointment Setter

Qualify inquiries, coordinate availability, book appointments, and send approved reminders. ✓ Add to inquiry ▤ ✦ By Request

AI Data Entry Agent

Extract information from approved sources, organize records, and update connected business applications. ✓ Add to inquiry ↔ ✦ By Request

AI Operations Coordinator

Track work requests, route tasks, coordinate departments, and monitor operational workflow status. ✓ Add to inquiry ⚙ ✦ By Request

Custom AI Employee

Design a specialized AI role around your company's unique responsibilities and operating rules. ✓ Add to inquiry

AI employees can assist with defined tasks. Sensitive actions and system access require appropriate permissions and controls.

CATEGORY 05 / AUTOMATION

Business Automation & Workflows

Connect software, move information, automate repetitive tasks, and coordinate business processes.

8 capabilities

↔ ✦ By Request

Live System Sync

Retrieve information and perform approved actions in connected systems during conversations. ✓ Add to inquiry ⌘ ✦ By Request

Software & API Integrations

Connect CRMs, internal databases, scheduling systems, and other supported business software. ✓ Add to inquiry ⚙ ✦ By Request

Multi-Step Workflow Automation

Link several tasks into one automated process with predefined conditions and checkpoints. ✓ Add to inquiry ✓ ✦ By Request

Approval Workflows

Route documents, requests, and business decisions to authorized people for review and approval. ✓ Add to inquiry ➤ ✦ By Request

Automated Notifications

Trigger approved emails, SMS, alerts, and reminders when important business events occur. ✓ Add to inquiry ▥ ✦ By Request

Cross-Platform Data Sync

Keep permitted customer, employee, and operational records aligned across connected software. ✓ Add to inquiry ◷ ✦ By Request

Scheduled Automation

Run approved routine processes, reports, data checks, and administrative tasks on schedule. ✓ Add to inquiry ◇ ✦ By Request

Exception & Escalation Handling

Flag unusual activity, missing information, or failed workflows and escalate issues for review. ✓ Add to inquiry

Integration options depend on supported APIs, access permissions, data security, and the required workflow scope.

CATEGORY 06 / DOCUMENTS & DATA

Documents, Applications & Data

Prepare applications, process documents, verify information, and manage business data.

8 capabilities

▤ ✦ By Request

Application Auto-Fill

Capture customer information from conversations and prefill applications for employee review. ✓ Add to inquiry ▧ ✦ By Request

Document Data Extraction

Extract structured information from submitted documents, records, and supported file types. ✓ Add to inquiry ◇ ✦ By Request

Proposal & Quote Generation

Prepare draft proposals and quotes using approved pricing, customer information, and templates. ✓ Add to inquiry ◎ ✦ By Request

Data Verification

Compare information across permitted systems and flag discrepancies or missing fields. ✓ Add to inquiry ✎ ✦ By Request

E-Signature Workflows

Prepare documents for signature, route them through connected signing platforms, and track status. ✓ Add to inquiry ◈ ✦ By Request

Document Review Assistant

Check files against defined requirements and highlight potential omissions for review. ✓ Add to inquiry ⚙ ✦ By Request

Automated Document Assembly

Combine approved templates and business data to prepare forms, letters, and document packages. ✓ Add to inquiry ▣ ✦ By Request

Secure Document Collection

Build controlled document submission workflows with access permissions and status tracking. ✓ Add to inquiry

Document-processing capabilities require appropriate privacy safeguards, authorization, and human review where applicable.

CATEGORY 07 / WORKFORCE DEVELOPMENT

Employee Training & Performance

Employee onboarding, skills development, training evaluations, and performance improvement.

10 capabilities

◈ ● Standard

Training Knowledge Library

Give employees access to approved training materials, scripts, product knowledge, and procedures.

◎ ● Standard

AI Sales Roleplay

Practice customer conversations, product explanations, and objection handling through AI simulations.

✓ ● Standard

Performance Grading

Evaluate sales conversations, review coaching scores, and identify improvement opportunities.

▤ ● Standard

Training History & Progress

Monitor completed practice sessions, training activity, and changes in performance over time.

↗ ✦ By Request

AI Employee Onboarding

Guide new employees through company procedures, orientation materials, and role-specific training. ✓ Add to inquiry ◇ ✦ By Request

Role-Specific Training Programs

Create specialized training paths for departments, job functions, and experience levels. ✓ Add to inquiry ♧ ✦ By Request

Compliance Training

Build industry-specific training modules, disclosure exercises, and policy knowledge checks. ✓ Add to inquiry ◉ ✦ By Request

Skills Assessments

Measure defined competencies through custom questions, scenarios, and evaluation criteria. ✓ Add to inquiry ✦ ✦ By Request

Automated Development Plans

Create personalized training assignments based on employee scores and demonstrated weaknesses. ✓ Add to inquiry ★ ✦ By Request

Employee Certification

Build internal certification programs with examinations, passing standards, and credentials. ✓ Add to inquiry

Standard Kolby tools support sales training, roleplay, grading, and progress review. Specialized HR and workforce development programs are available By Request.

CATEGORY 08 / MANAGEMENT INTELLIGENCE

Management Intelligence & Analytics

Performance visibility, quality monitoring, operational reporting, and management dashboards.

9 capabilities

▤ ● Standard

Call Summaries & Insights

Review conversation outcomes, customer objections, and important call information.

◎ ● Standard

Performance Insights

Identify strengths, weaknesses, and common patterns in recorded sales performance.

↗ ● Standard

Training Progress Tracking

Review training activity, practice sessions, and performance improvements.

▥ ✦ By Request

Executive Dashboard

Combine operational, sales, and employee performance metrics into one custom view. ✓ Add to inquiry ◈ ✦ By Request

Team Performance Reporting

Compare departments, teams, and employee groups using approved performance measures. ✓ Add to inquiry ✓ ✦ By Request

Quality Assurance Monitoring

Evaluate interactions against custom service standards, policies, and quality benchmarks. ✓ Add to inquiry ◇ ✦ By Request

Operational Trend Analysis

Identify patterns across business operations, customer activity, and performance data. ✓ Add to inquiry ✦ ✦ By Request

Automated Management Reports

Generate scheduled summaries, performance reports, and management updates. ✓ Add to inquiry ⚡ ✦ By Request

Real-Time Operational Alerts

Flag important events, workflow exceptions, service issues, or defined performance thresholds. ✓ Add to inquiry

Standard coaching insights are part of Kolby's platform. Cross-system reporting, specialized dashboards, and operational intelligence require custom configuration.

CATEGORY 09 / FINAL STEP

Review Your Selections

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