NewOaks AI
NewOaks AI is an AI platform for automating customer interactions through chatbots and voice agents. It supports SMS, web chat, and phone calls to handle inquiries, capture leads, and book appointments. The tool integrates with services like Twilio for texting, Calendly for scheduling, and CRMs for data syncing. Core components include a visual flow builder for conversation paths and custom training via uploaded documents. It uses models like ChatGPT and Claude for responses tailored to business data.
Key features cover multi-channel engagement across website widgets, SMS, and emerging Instagram DMs. Analytics track metrics such as response rates and conversion funnels. Security includes GDPR compliance and role-based access controls. Competitors include Intercom for broader analytics, ManyChat for social focus, and Tidio for entry-level chat. NewOaks differs by emphasizing voice-first agents that mimic human tones, with reported daily bookings in thousands across industries.
Users report positives like quick setup and high lead conversion, with one review noting doubled appointments in weeks. Drawbacks involve initial tuning for accents and Discord-based support. Pricing offers starter, pro, and enterprise tiers, generally more affordable than Intercom but without a free plan. A surprise is the white-label addon for agencies to resell as custom SaaS.
The bidirectional API enables real-time data exchange, supporting proactive follow-ups after interactions. Integration with Google Sheets aids reporting. For real estate, it qualifies property inquiries; for clinics, it manages bookings. E-commerce uses include cart recovery via targeted texts.
Test the tool on one channel first, measure conversion uplift, and expand based on analytics data.
Video Overview ▶️
What are the key features? ⭐
- Visual Flow Builder: Enables users to create conversation paths by dragging and dropping elements for customized bot logic.
- Custom AI Training: Allows uploading documents or website content to personalize responses using ChatGPT and Claude models.
- Multi-Channel Support: Handles interactions via SMS, web chat, and phone calls in a unified dashboard.
- Lead Capture and Booking: Automatically collects contact info and schedules appointments integrated with Calendly or Google Calendar.
- Analytics Dashboard: Provides metrics on engagement, drop-offs, and conversions to optimize performance.
Who is it for? 🤔
Examples of what you can use it for 💭
- Realtor: Qualifies property inquiries via SMS, books viewings, and follows up on cold leads to close deals faster.
- Clinic Administrator: Manages patient queries through web chat, schedules appointments, and sends reminders to reduce no-shows.
- E-commerce Owner: Recovers abandoned carts with personalized texts, captures buyer details, and integrates orders into CRM.
- Sales Rep: Handles inbound calls after hours, nurtures prospects with voice agents, and logs interactions for pipeline tracking.
- Marketing Agency: Deploys white-labeled bots for clients, automates DM responses on social, and tracks campaign conversions.
Pros & Cons ⚖️
- High conversions
- Voice realism
- Custom training
- No free tier
