Everything an AI workforce needs, in one open-source platform.
Embedabot combines the agent, the channels, the memory, the CRM and the compliance rules in one system you can run yourself. Here's how the pieces fit together.
Agent builder
Design an employee, not a chatbot script
Every AI employee has an identity, a goal and clear rules. You describe how it should behave in plain language; there are no decision trees to maintain.
- Identity: name, role and personality
- Tone: conversational, professional or direct
- Goal and instructions in your own words
- Guardrails: never-say rules, always-do rules and hand-off triggers
- Approval mode: every reply is saved as a draft until a person approves it
- Choose the model each agent runs on
Riley
Front desk & dispatch assistant
Tone
Never say
Exact prices before an inspection
Always do
Ask for the service address
Hand off when
Gas smell or carbon monoxide
Knowledge
Knowledge
Teach it your business in minutes
Give your agent the facts it needs: services, policies, hours, pricing you're comfortable sharing. It pulls in the relevant pieces for each conversation.
- Paste text, write FAQs or add website URLs
- Relevant passages are retrieved for each reply, not the whole library
- Update a source and the agent uses the new version right away
- When the answer isn't in its knowledge, it says so and hands off
- Services & service areaText
- Pricing & trip fee FAQFAQ
- yourcompany.com/warrantyWebsite
Retrieved for this reply
“Our trip fee is waived when you approve the repair. Saturday hours are 8am–2pm.”
Memory & unified inbox
One customer, one memory, every channel
Texts, emails, web chats and phone calls from the same person land on one contact record. The AI reads that history before it replies, and so does your team.
- A single timeline per contact across SMS, email, web chat and voice
- A shared inbox for your whole team
- Take over any conversation with one click, then hand it back
- Approve, edit or discard AI drafts when approval mode is on
Timeline
Web chat · Tue 9:14am
Asked about tankless water heater service
Missed call · Tue 6:02pm
Called after hours; text-back sent automatically
SMS · Tue 6:05pm
Reported an active leak; gave service address
Email · Wed 8:30am
Sent photos of the unit's model plate
What the AI remembers
Homeowner at 22 Harbor Ln. Tankless water heater leaking since Tuesday. Prefers text. Sent model-plate photos by email. Wants a morning visit.
Details
- Phone
- (555) 010-4417
- jordan@example.com
- Service
- Water heater repair
Actions
It doesn't just reply. It does the work.
While it talks, your AI employee updates your CRM: saving details, scoring the lead, tagging, booking appointments, creating tasks and opening deals. Every action is logged.
- Save names, emails and other contact details as they come up
- Qualify leads as hot, warm or cold with a reason
- Tag contacts for segmentation and campaigns
- Offer real open times and book appointments, with automatic reminders
- Create follow-up tasks for your team with due dates
- Open deals in your pipeline with an estimated value
- Hand off to a human with a written summary
- Saved contact: Priya Shah, priya@example.com
- Qualified as warm: comparing maintenance plans
- Tagged: maintenance-plan
- Opened deal: Annual maintenance plan
- Task: Send plan comparison · due in 4h
- Handed off: asked about commercial pricing
Campaigns
Outbound that starts real conversations
Schedule SMS and email campaigns to tagged audiences. When people reply, your AI employee picks up the conversation with full context.
- Scheduled outbound sends to audiences built from tags
- Throttling to control how many messages go out per minute
- Quiet hours so nobody gets a text in the middle of the night
- Keyword auto-replies (“text JOIN to…”) that tag new subscribers
- Animated carousel picture messages, designed in the built-in builder
- Delivery, reply and opt-out counts per campaign
Spring A/C tune-up
- Audience
- Tagged: past-customer, ac-system
- Channel
- SMS · (555) 010-7700
- Send
- Sat 10:00am, local time
- Throttle
- 60 messages / minute
- Quiet hours
- 9pm – 8am
- Opt-outs
- Skipped automatically
Compliance
Guardrails for messaging, built into the core
Consent and opt-out rules are enforced by the platform itself, not left to each agent or campaign to remember.
- Automatic STOP, START and HELP keyword handling
- Consent ledger recording every opt-in and opt-out with its source
- Opted-out contacts are skipped by campaigns and AI outreach
- Quiet hours for outbound in your local time
- Audit log of messages, AI actions and settings changes
These tools support your compliance program; they don't replace legal review of how you message.
- 2:14pm
(555) 010-4471
Replied STOP
- 1:52pm
(555) 010-1180
Keyword JOIN
- 11:03am
dana@example.com
Unsubscribe
- 9:40am
(555) 010-9032
Web form
Lightweight CRM
Contacts, pipelines and tasks, already connected
A built-in CRM so the AI has somewhere to put what it learns, and your team has one place to work from.
- Contacts with custom fields, tags and full conversation history
- Pipelines with stages and deals
- Follow-up tasks with due dates, created by people or by the AI
- Lead tiers (hot, warm, cold) visible at a glance
New lead
Water heater leak
Gutter cleaning
Qualified
Maintenance plan
Estimate sent
Attic insulation
Won
A/C tune-up
Multi-tenant & white-label
Built for agencies from day one
Run many businesses from one installation. Each workspace is isolated, and agencies can manage client sub-accounts under their own brand.
- Isolated workspaces with their own contacts, agents, channels and data
- Agency accounts with client sub-accounts
- Brand name, color and logo carried into the dashboard and chat widget
- Roles for owners, admins and members
Your Agency
Your logo and colors across every client
- Harbor PlumbingIsolated
- Lakeside DentalIsolated
- Summit RoofingIsolated
- Riverside Law GroupIsolated
Models & carriers
Your model. Your carrier. Your server.
Nothing is locked to a single vendor. Pick the language model per agent and connect the messaging provider you already use.
- Claude through the Claude Code CLI on your server, or through the Anthropic API
- Any OpenAI-compatible endpoint, including self-hosted models on your own hardware
- Twilio or Telnyx for SMS, MMS and calls, in your own account
- Any IMAP/SMTP mailbox for email
- Provider credentials are encrypted at rest
Language model
Claude (server CLI)
Claude Code CLI signed in on this server
Claude (Anthropic API)
Uses your API key
OpenAI-compatible endpoint
http://10.0.0.12:8000/v1 · self-hosted
SMS & voice carrier
API
Connect it to the rest of your stack
A public API and webhooks so your other systems can create contacts, start conversations and react to what your AI employees do.
- Per-workspace API keys
- Built as part of the open-source project, not an add-on
- Self-hosted means no rate cards or API tiers from us
The public API and webhooks are in active development. Follow the repository for progress.
- Website forms
sk_3f9a… - Booking system
sk_81c2…
Keys are scoped to a single workspace.
See it on your own server.
Start free on your own server, or sign in to an existing Embedabot workspace. Your model, your carrier, your data.