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NewOaks AI is an AI agent builder for SMBs and agencies that automates phone, SMS, web chat, and social outreach. It trains on business data to qualify leads, book appointments, and run customer service workflows with integrations and white-label options.
NewOaks AI is an AI voice and customer engagement platform for SMB owners, agencies, and service teams that need automated lead generation, outreach, and appointment booking. NewOaks AI uses trained AI agents to handle inbound and outbound phone calls, SMS conversations, website chat, and social messaging from one workspace. Teams configure workflows, knowledge bases, call routing, calendars, and follow-up logic so agents answer questions, qualify prospects, capture contact data, and sync actions through CRM and scheduling integrations. White-label controls and multi-location management support agencies running client accounts at scale.
Businesses use NewOaks AI to respond to missed calls instantly, convert website visitors into booked meetings, reactivate old leads through automated outreach, and reduce manual front-desk communication. Agencies use it to launch repeatable customer service and pipeline workflows across multiple clients while keeping branding intact. The practical value is faster response times, steadier lead capture after hours, cleaner handoff to human staff, and more consistent follow-up without adding headcount. In a modern GTM stack, NewOaks AI sits in the conversational automation layer between demand capture channels, CRM records, calendars, and customer support operations.
NewOaks AI fits founders, agencies, and service sales teams at SMBs and growing local businesses. It serves companies booking appointments, handling inbound leads, or managing customer conversations through phone and messaging channels. Best for automation-first operators needing always-on outreach, support workflows, and lead capture.
What's included
What's included
What's included
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NewOaks AI manages inbound and outbound conversations across phone, website chat, SMS, and messaging channels from one workspace. The platform uses AI agents trained on business content to answer questions, qualify leads, and transfer conversations when human support is needed.
NewOaks AI is built for founders, local service businesses, agencies, and customer-facing teams that need faster response times. It fits companies that rely on booked appointments, inbound leads, or repeated support requests across multiple channels.
NewOaks AI trains agents using uploaded TXT, PDF, DOCX files, pasted text, and website links. Teams create a knowledge base so responses reflect company policies, services, FAQs, and operating details during live conversations.
NewOaks AI includes appointment scheduling workflows that let AI agents capture lead details and confirm bookings during conversations. Businesses use this to convert calls, chats, and messages into scheduled meetings without manual back-and-forth.
NewOaks AI supports phone, SMS, website chat, WhatsApp, Instagram, Facebook Messenger, and email. This gives teams one automation layer for lead generation, follow-up, and customer communication across channels customers already use.
NewOaks AI offers integrations through webhooks, API access, GoHighLevel, Twilio, Google Sheets, and Pabbly. Businesses use these connections to sync lead data, trigger workflows, route conversations, and extend automation into their existing GTM stack.
NewOaks AI setup starts by creating an agent, uploading business data, adding instructions, and connecting channels. Teams can then deploy a website widget or messaging workflows once the knowledge base and response rules are configured.
NewOaks AI includes workspace management, team seats, white-label options, and higher chatbot limits on larger plans. Agencies use these controls to manage multiple client accounts, branding, and separate conversation workflows from one dashboard.
NewOaks AI provides visitor analytics, conversation metrics, and real-time support insights. Teams use reporting to review engagement volume, lead capture activity, and customer questions so they can improve scripts and workflows.
NewOaks AI combines voice-first AI phone agents with omnichannel messaging and knowledge-base training in one product. That positioning suits businesses that want appointment booking, outreach, and support automation managed through a single operating layer.
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