One system, not a stack of them.
Plexvia holds what your business knows, what it sells and charges, the files and records that go with it, and the people it belongs to. Then it answers from all of that: on your website, in your email, and inside your team’s own chat. This page is the whole thing in one read.
How the parts connect.
Choose any part of Plexvia and see what it reaches. Every line below is a connection in the product as it ships, not an intention: the assistant really does read your prices, and a fact really does carry the access level it was filed under.
Conversations
One inbox holding website chat, customer email and your team’s own messages, filtered by channel, assignee and whether anyone has replied.
What it holds
- Website chat and the email addresses you already use
- Shared mailboxes, with access granted per person
- Internal notes and a written summary of the thread
- Search that runs across every conversation at once
What it connects to
The assistant
One assistant across website chat, email and team chat, reading from the same business information and bound by the same rules in all three.
What it holds
- Agents you configure, with instructions of your own
- Guardrails that constrain what an agent may say
- Replies drafted for approval, or sent, as you decide
- A written source behind the answer, not a guess
What it connects to
Knowledge
What your business knows, written down once: crawled from your website, imported from a sitemap, uploaded as documents, or typed in.
What it holds
- Sources, and the facts drawn out of them
- Conflicts between two facts, raised for a person to settle
- An access level on every fact
- Questions the assistant could not answer, queued for review
What it connects to
Products and prices
What you sell, what it costs and what is currently discounted, held as records rather than as sentences somebody wrote into a chatbot prompt.
What it holds
- Products and services, grouped into categories
- Prices, including several options for one product
- Discounts and the promotions running on them
- The other names customers use for the same thing
What it connects to
Business details
Your addresses, opening hours, holiday hours, phone numbers and social accounts, kept as records the rest of Plexvia reads.
What it holds
- Locations, each with its own address and hours
- Special hours, for the days that are not normal
- The ways customers are meant to reach you
- Your verified website
What it connects to
Files
Your files in three separate spaces: private to you, shared with the business, or public for anyone with the link.
What it holds
- A private space, a shared space and a public one
- View, download or edit, chosen per person
- A scan before anybody can open an upload
- Resumable uploads, so a dropped connection is not a restart
What it connects to
People
Everyone the business employs, the positions they hold, and the shape of the organization those positions make.
What it holds
- A directory, searchable by name or position
- An org chart built from positions, not from boxes
- Open seats, visible as vacancies
- A record for people who do not use Plexvia at all
What it connects to
Access
One set of rules deciding what each person can see and do, and applying the same way to the assistant helping them.
What it holds
- Roles, as named bundles of permissions
- Access levels, applied to knowledge and to files
- Teams, for the work several people share
- An audit log of the configuration changes made
What it connects to
Customers
Coming soonA record for each person and organization you serve, built from the email you already answer, with the conversations you have had beside it.
What it holds
- People and organizations, with people filed under one
- Recognition by email address or phone number
- A timeline of what has happened with them
- Merge with a preview, and archive rather than delete
What it connects to
Plexvia Voice
Coming soonA business phone number answered by the same assistant, routed by rules you set, landing in the same inbox as everything else.
What it holds
- Numbers you search for, buy and label
- Routing on who is calling, which line, and the hour
- Queues that hold a caller’s place and ring them back
- Transcripts, summaries and voicemail kept in your files
What it connects to
Everyone lands on the same page.
There is one Home, whatever your role. It shows what is unanswered, what is waiting for approval, and what needs a person, filtered to the sections you are allowed to open. Nobody has to be told where to start.
- The same landing page for an owner and a weekend assistant
- Sections you cannot open are not shown at all
- Search across conversations, files and people from one box
What is in Plexvia.
Each area has its own page. Everything below is live today apart from the two marked coming soon: Plexvia Voice, which is coming soon in Canada and the United States, and Customers, which is coming soon and being switched on workspace by workspace.
Talk to customers
AI and knowledge
Run your business
The same product, not a cut-down one.
Below tablet width the sidebar becomes a bottom bar and the panes stack. The sections, the permissions and the data are the same, so somebody covering the shop floor is not working from a lesser version of it.
- Home and Inbox reachable in one tap
- Everything else in a single sheet, in the same order
- Notifications and search stay in the top bar
The parts you never have to wire together.
These are not features of any one area. They exist because the areas share a foundation.
One search
Look once and see conversations, files and people, instead of checking three places.
One set of roles
A role decides what someone can open across every section, not per tool.
One notification list
A new message, a mention and an invitation all reach the same place, on the web or on a phone.
One record of changes
An audit log covers configuration changes, so you can see what changed and who changed it.
Start with the part that hurts most.
Set up your business, connect a mailbox or your website, and add the rest as you need it.
Free to start · No card required