Overtaik
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AI agent platform for real operations

Operate AI agents with the context of your business.

Overtaik turns documents, conversations, and commercial criteria into agents that answer, qualify leads, and leave a trace of every decision. Without rebuilding your stack.

Request a demo See how it answers

Knowledge base

142 docs
Billing / Subscriptions
24
Onboarding / Account setup
11
Products / Pricing plans
38
Refunds & returns
6
Integrations / API
19

Sources

PDF DOCX XLSX PPTX URLs Text
SA

Support Agent

Personality · Acme Pro

Streaming
Can I change my plan before the billing cycle ends?
Yes. You can change plans from Account → Subscription. The new plan applies on the next cycle, and Overtaik prorates the amount based on your team's approved policy.
Generated from Billing / Subscription changes · 1.2s
What if I want to compare with the Business plan?
Searching across 38 documents…
Ask anything…

Conversation trace

Query rewriter

OK

"compare Pro vs Business plans" · embedding ready

Semantic retrieval

92%

3 sources compared

Plans / Pro94
Plans / Business91
Billing / Proration68

Customer snapshot

Pro plan Warm lead Evaluating

Built for teams that need consistent answers, traceable conversations, and configurable agents

Streaming

Word-by-word responses, no waiting

Multi-channel

Web widget, embed, and email

Multi-model

OpenAI, Anthropic, and open source

Multi-language

Replies in your team's voice

The problem

Your team already has the answers.
Your customers don't always find them.

Companies pile up knowledge in PDFs, websites, spreadsheets, manuals, and internal criteria. Having it isn't the problem. Turning it into a precise answer at the exact moment is.

01

The same customers ask the same questions across different channels.

Web chat, email, phone, forms

02

Humans waste time searching internal documentation.

24 min per day, per agent on average

03

Answers change depending on who replies.

Inconsistency across shifts and teams

04

Sales opportunities slip through inside support conversations.

Intent signals go undetected

The platform

It's not a chatbot.
It's an agent operations system.

Four layers working together: business knowledge, specialized agents, customer context, and operational control.

Knowledge
01

Structured business knowledge

Documents, URLs, files, categories, and semantic embeddings. One source controlled by your team.

Document tree3 levels
▾ Products
▾ Plans and pricing
• Pro plan · en, es, ca
• Business plan
▸ Integrations
Agents
02

Specialized agents per use case

Support, sales, email, and chat directors. Each with its own model, prompts, and behavior.

Support

Agent · personality

Sales

Agent · personality

Email

Agent · personality

Director

Agent · personality

Context
03

Real-time customer context

History, origin, profile, prior conversations, and buyer state detected by the sales agent.

MC

Marta Costa

marta@solar.com · Pro plan

Warm lead

Comparing with Business for 6 days · viewed pricing 3 times · asking about integrations.

Operations
04

Operational control over every answer

Traces, votes, source documents, and admin panel. You know what the agent said and why.

08:42 Answer with 2 docs
92%
08:41 Disambiguation
64%
08:39 Out of scope
—

How it works

From document to answer in five steps.

For the detail of what happens inside each answer, jump to how the agent answers.

01

Train

Import PDF, DOCX, XLSX, PPTX, URLs, or text. Overtaik structures the knowledge and generates embeddings.

02

Configure

Define personalities, prompts, agents, tone, and the widget's disambiguation criteria.

03

Publish

Install the snippet, restrict domains, and choose whether chat is embed, floating, or full-screen.

04

Answer

The agent reads the conversation, rewrites the query if needed, finds the best source, and replies with context.

05

Improve

Review conversations, traces, source documents, votes, and detected opportunities.

How the agent answers

An answer is never an improvisation.

The agent reads the conversation, searches your documentation, compares sources, and only answers when it's confident. When context is missing, it asks instead of guessing.

What it does every time it receives a message

  1. 1

    Reads the conversation

    It doesn't just look at the last question. It accounts for the full prior context.

  2. 2

    Searches your documentation

    Retrieves the most relevant documents based on what the customer is asking.

  3. 3

    Compares the sources

    When several documents could apply, it weighs them before deciding.

  4. 4

    Asks when in doubt

    Doesn't make things up. When context is missing, it asks for clarification instead of guessing.

  5. 5

    Answers in your voice

    Generates the reply with the voice, language, and knowledge approved by your team.

One answer, step by step

M
Can you compare the Pro and Business plans?

Read the full conversation context

3 related documents found

Compared Pro plan with Business plan

Confidence 91% — no clarification needed

A

The Business plan adds CRM integrations, priority SLA, and answer review by your team…

Source: Plans / Business · Confidence 91%

Use cases

Four products, one platform.

Customer support

Consistent answers, grounded in your documentation.

The agent locates the right document, asks for clarification when ambiguous, and only replies with approved information.

  • Categories & hierarchy
  • Semantic embeddings
  • Disambiguation
  • Controlled out-of-scope
  • Document traces
  • Answer voting

Generated answer

"According to our return policy, you can request an exchange within 30 days of purchase."

📎 Returns policy · Refund eligibility

Conversational sales

Turn conversations into sales signals.

Sales agents detect the buyer's state, adapt arguments, and build profiles from the conversation.

  • Lead funnel scorer
  • Sales pitches
  • Buyer behavior
  • Customer snapshot
  • Arguments by state
  • Relationship evolution

Detected signals

Comparing plans High intent Wants a demo
Email support

Email replies with context and consistent tone.

Analyzes email threads, generates summaries, detects sentiment, and drafts replies following your team's examples.

  • Reply generation
  • Conversation summary
  • Sentiment analysis
  • Keyword extraction

Customer summary

Customer pending confirmation · positive tone · needs reply on timelines before Friday.

Widget & web channels

Publish your agent where your customers already are.

The widget installs with a snippet, respects allowed domains, and adapts visually to your brand.

  • Brand color
  • Floating or embed position
  • Full-screen mode
  • Autoload or manual
  • Allowed domains
  • Context via JS

<script src="https://overtaik.com/chat_js/{widget}"></script>

window.createAssistantWidget('id', { customer })

Not for everyone

What you gain — and what you don't — with Overtaik.

We don't want to look like what we're not. Here's how we compare with the most common alternatives.

Capability
Overtaik
Generic chatbot
Helpdesk SaaS
Your own knowledge with traceability
Yes
Partial
No
Agents per use case (support, sales, email)
Yes
No
Partial
Asks for clarification instead of making things up
Yes
No
No
Independent personalities per brand or case
Yes
Partial
Partial
Embeddable widget with customer context
Yes
Partial
Partial
Sales opportunity detection inside support
Yes
No
Partial
Full helpdesk (tickets, SLA, phone)
No
No
Yes

Overtaik isn't a full helpdesk (no tickets, SLA, or phone). If you need that, we complement your helpdesk with an agent layer — we don't replace it.

Differentiators

Six decisions that change how agents respond.

Answer traceability

Every message stores the agent trace and source documents. When something looks off, you know where to look.

Hierarchical knowledge

Categories, parent/child documents, and breadcrumbs. The agent understands structure, not just text.

Customizable agents

Global defaults with overrides per personality or team. No code required.

Answers with sources

Every answer cites the document it came from. Your customer — and you — can verify in real time.

Query rewriting

Search understands the question better without changing the conversation the customer sees.

Actions & triggers

Detect intent to fire forms or webhooks. No external platforms required.

Operations

Control for teams that can't improvise.

Every conversation leaves auditable context: who said what, which documents were used, the agent's confidence, and which messages need review.

Allowed widget domains
Per-team permissions
Default agents + overrides
Conversation review panel
Audit logs on key models
Human voting on answers

Honesty check: we don't currently offer SOC 2, HIPAA, or ISO certifications. If your case requires them, tell us and we'll share our current roadmap.

Conversations · last 24h

128 conversations

▲ 12%

Resolved

108

Disambig.

14

Review

6

08:42 Returns / 30 days
92%
08:39 Plans comparison Pro/Bus.
88%
08:36 Out-of-scope question
—
08:31 Hubspot integration
79%

Before requesting a demo

Questions people ask before booking.

How long does it take to get an agent live?
We can run a demo with your knowledge the same week. Going into production with your widget and real traffic: 2 to 4 weeks, depending on the quality of your initial documents.
What knowledge formats can I import?
PDF, DOCX, XLSX, PPTX, URLs, and text. Everything is organized by categories and generates semantic embeddings automatically.
Which AI model is behind it?
OpenAI (gpt-4o) by default, but each agent can be configured to use Anthropic Claude or open-source models through an internal proxy. The choice is per agent, not global.
What if the agent doesn't know the answer?
It has an "out of scope" mode configured per personality. It doesn't improvise: it either reframes the question, asks for clarification, or admits it doesn't have the document. You decide the behavior.
What do I see in the panel after each conversation?
The full conversation, the trace of every agent that intervened, the source documents used, the result confidence, human votes, and, for sales, the updated customer profile.

Put your knowledge
to work in every conversation.

Show us how you handle customers today. We'll show you how Overtaik turns that into AI agents trained on your business.

Request a demo Talk to the team