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Smart Funnel

AI agents for every conversation your company has

Customer service, support, sales and post-sale in one place. The AI replies instantly, solves what it can and brings in your team when needed.

A 30-minute demo with a Nuvia specialist.

For every conversation

A funnel for every type of conversation

Set up funnels for triage, support, sales and post-sale, each with its own stages, rules and agent. Or funnels run only by your team.

Understands the topic and routes it

One number for everything. The AI tells support, sales or billing apart and sends each to the right place.

How it works

Each stage has a prompt. The agent follows it and moves the conversation forward

You write, in plain language, what the agent does at each stage and when to move on. It answers from the Knowledge Hub, fills in fields and moves the conversation through the funnel.

  • Instructions per stage, in plain language
  • The AI moves the stage when the criteria are met
  • Answers grounded in the Knowledge Hub
Support and triageActive
Stage instructions

Answer based on the Knowledge Hub. Never make up timelines. If account access is needed, ask for the Email and move to Support team.

Tap the stages to see the instructions

Many funnels, one conversation

The conversation changes funnels without changing places

When the topic changes, the conversation moves to the right funnel, by the AI or by your team. History, fields and summary go with it.

  • From support to sales in seconds
  • Your team sends it back when the case belongs to another area
  • Customers don't have to repeat themselves
AI and humans together

A smarter customer service desk

Choose where the AI replies and where only your team speaks. Even with a person in the conversation, Smart Funnel keeps working: it updates the stage, the summary and the customer analysis.

  • Turn the AI on or off per stage or per funnel
  • Stage, summary and insights updated even with a human
  • Hand the conversation back to the AI whenever you want
  • Returning customers reopen the conversation with the same owner
Analysis of every conversation

Summary, sentiment and qualification in every conversation

The AI summarizes each conversation and tracks sentiment and temperature. For sales, it qualifies with BANT, GPCT or MEDDIC and gives a Lead Score from 0 to 100 based on your ICP.

  • A summary ready for whoever takes over
  • Sentiment and temperature throughout the conversation
  • Qualification and Lead Score for sales conversations
Conversation summary

Bank slip question answered and wants to offer credit cards. Decides alone and wants to start this month.

TemperatureHotSentimentPositive
Lead Score0
  • Budget7/10
  • Authority9/10
  • Need9/10
  • Timeline8/10
Smart Follow-up

Picks up stalled conversations, at the right time

When a customer goes quiet, the agent reaches out again at the cadence you set, with a message tied to the context. It works for sales, stalled sign-ups or unanswered support.

  • Text, a WhatsApp template or a message written by the AI
  • You choose which stages each follow-up applies to
  • Sent Monday to Friday, 8am to 8pm
Integrations and API

Connected to your ecosystem. Open to your tech team

The agent runs on WhatsApp and LinkedIn, books on Google Calendar and syncs with HubSpot, RD Station and Salesforce. API and webhooks come by default.

Channels
WhatsAppLinkedIn
Calendar
Google Calendar
CRM
HubSpotRD StationSalesforce
Dev
APIWebhooksHTTP skillsMCP
See the API docs
200 OK
POST https://your-server.com/nuvia/webhook
{
  "event": "CONVERSATION_STEP_CHANGED",
  "data": {
    "conversationId": "65f1a2b3…c0d3",
    "previousStep": { "name": "Triage" },
    "currentStep": { "name": "Won" },
    "origin": "agent"
  }
}
Agent Builder

Create and improve agents by talking to your AI

Explain the process or send your playbooks to the AI you already use. The agent is ready in minutes.

  • Ready in minutes
  • Learns from conversations
  • Always starts as a draft
Explore Agent Builder
FAQ

Questions about Smart Funnel

What is Smart Funnel?

It's Nuvia's AI agent for any customer conversation: customer service, support, sales and post-sale. It answers, solves what it can and hands off to a person when needed.

Is it only for sales?

No. You set up funnels for triage, support, activation, post-sale and sales, and the conversation moves between them when the topic changes.

Can I have funnels run only by my team?

Yes. Turn off AI replies per stage or for the whole funnel. The funnel keeps organizing the conversation, with stage, summary and analysis up to date.

Which channels does the agent work on?

WhatsApp and LinkedIn, with scheduling straight into your team's Google Calendar.

Does it work with my CRM and my system?

Yes. There are integrations with HubSpot, RD Station and Salesforce, and API and webhooks come by default for any other system.

How many agents can I have?

1 on Starter, 5 on Pro and unlimited on Growth and Enterprise.

Bring AI to every conversation your company has

In 30 minutes, a specialist shows Smart Funnel running with your operation's process.

nuvia.All your customer conversations in a single platform.
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