LATTICEAI that works for your business

TEAMx — AI business roles

An AI team for everycustomer conversation.

TEAMx gives your business customer-facing AI roles for sales, product guidance, support, appointments, and human handoff — all working from the business information you approve.

The right role for every conversation.

  • Five customer-facing roles
  • Grounded in approved business information
  • Human handoff built in
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TEAMx role routing

Illustration

Customer question

Which of your plans covers weekend service visits?

Customer-facing roles

  • Sales Agent
  • Product GuideSelected
  • Support Agent
  • Appointment Agent
  • Human Handoff Agent

Response preview

Product Guide

Weekend visits are included in the Extended Care plan. The Standard plan covers weekday visits, with weekend calls available on request.

Based on approved business info

Next step

Hand off to a personAvailable
Illustration: a sample visitor question is routed to the Product Guide role, which answers from approved business information and can hand the conversation to a person.

Meet your customer-facing AI team

Each role focuses on a different kind of conversation, so customers get help that matches what they are trying to do.

  • Explore

    Sales Agent

    Helps visitors explore their needs, understand relevant offerings, and take the next step.

  • Understand

    Product Guide

    Explains products and services using the business information you approve.

  • Get Help

    Support Agent

    Handles common questions and helps route support requests to the right next step.

  • Schedule

    Appointment Agent

    Helps turn interest into action by guiding customers toward an appointment.

  • Connect

    Human Handoff Agent

    Recognizes when a conversation needs a person and helps make the transition clear.

Give every inquiry a clearer next step

  • Consistent guidance

    Keep customer-facing answers grounded in approved business information.

  • Role-based conversations

    Match common customer needs with a focused AI role.

  • Clear escalation

    Make it easier to move from an AI conversation to human help when needed.

  • Connected follow-up

    Carry useful conversation context into the connected Lattice workflow.

How TEAMx works

  1. STEP 01

    Add approved business knowledge

    Give Lattice the product, service, and business information customers need.

  2. STEP 02

    Configure customer-facing roles

    Choose how each role should guide common conversations and next steps.

  3. STEP 03

    Put the right role to work

    Customers get focused help based on what they are trying to accomplish.

  4. STEP 04

    Continue with people and CRM context

    Handoffs and follow-up can use the conversation context captured in Lattice.

Built for the conversations small businesses handle every day

Illustrative examples of where a focused role helps. Every business configures its own roles and approved information.

  • From questions to a booking

    A service business guiding a new visitor from questions to an appointment.

  • Comparing what is on offer

    A retailer or product business helping a customer compare relevant offerings.

  • Everyday questions, answered consistently

    A local business answering common service and policy questions consistently.

  • Knowing when to bring in a person

    A growing team escalating a complex or sensitive request to a person.

TEAMx questions

One connected system for your business

Bring customer conversations, approved business knowledge, and everyday follow-up together across Lattice.

How the pieces connect

  1. 1Approved knowledge
  2. 2Customer conversation
  3. 3Lead, appointment, or handoff
  4. 4CRM context and follow-up

Products can be used on their own or together. Not every business needs every step.

Put the right role on everycustomer conversation.

Start with the business information you already have, and give customers a clearer next step.

Start Free This WeekBook a Demo