CaptivaHQ: Capture, parse, route.
A captive AI workspace for teams that live in their inbox. CaptivaHQ ingests every inbound channel, parses it with AI, and routes the work. Nothing slips and your team focuses only on what needs a human.
Built for the speed of inbound
CaptivaHQ collapses lead capture, message triage, and routing into one AI-native surface. No plugins to stitch, no swivel-chair workflows.
Unified AI Inbox
Aggregate inbound from web forms, email, voice, SMS, and chat into one AI-triaged inbox.
Smart Parsing & Enrichment
Every message is parsed for intent, urgency, contact details, and enriched against your CRM and external sources.
Conditional Routing
Route to the right human, queue, or AI agent based on conditions you define. No rigid workflow editors.
Team Collaboration
Notes, assignments, and SLA timers built in, so the right person owns every conversation.
Meet Atlas, the AI that runs through everything we build
Atlas is the conversational AI layer embedded across our products, especially CaptivaHQ. Ask it anything in plain language and it reasons over your approved Knowledge Base: tasks, deals, documents, dashboards.
Maximize work speed. One spoken request closes the deal, opens the work order, and assigns it. No clicking through screens.
Available anytime, anywhere. Tell Atlas to get going on something from the road, the job site, or your phone, and it does it. You don’t need to be at your desk.
Answers grounded in your data. Every answer comes from your approved Knowledge Base and cites its sources, so you can trust it and check it.
Safe by design. Every action respects your permissions, is logged, and can be undone.
One AI across your stack. The same Atlas runs inside CaptivaHQ and AccessIQ, so it follows your data wherever it lives.
- Headline: Do everything by speaking to Atlas. The headline resolves into the Atlas orb at the centre, labelled Atlas; Mark, a person, appears above it; four capabilities — context, permissions, audit and undo, tools — emerge around Atlas.
- CaptivaHQ assembles around Atlas as a tidy grid of its six modules — CRM and pipeline, projects and tasks, finance and billing, supply chain, compliance, support and CSAT — joined by short, direct connections. Inside CaptivaHQ, it owns the data.
- Mark speaks: “Atlas” — Atlas fires a recognition ring — “close the Rooftop 4 deal and open the work order.” CRM and pipeline surfaces the customer as he names it. Atlas works: the CRM and pipeline icon turns green (deal closed), the projects and tasks icon turns green (work order open), supply chain checks stock, support links a ticket, and compliance logs the write. Atlas replies aloud: “Done — deal closed, work order open and assigned.” Spoken, written directly, ACL-gated, undoable.
- Mark speaks again: “Atlas, what’s still outstanding on Rooftop 4?” Atlas thinks: projects and tasks, finance and billing, and support and CSAT light up in turn, and the Knowledge Base surfaces the warranty document. Atlas answers aloud: “Three things — the work order is scheduled, one invoice is unpaid, and a ticket is open. All of it still under warranty.” — sourced from those three modules and the Knowledge Base.
- Every module lights up around the unmoved Atlas orb and traffic runs on all six connections. One platform, one knowledge base, one voice. The frame holds two seconds before the loop replays.
Where CaptivaHQ pays for itself
Anywhere inbound is messy, repetitive, and dollar-sensitive. Common deployments include sales intake, customer support triage, claims processing, donor management, and partner qualification.
- Inbound lead intake with AI qualification before a human is paged
- Customer support triage with priority scoring and SLAs
- Insurance and claims intake with automatic document parsing
- Hospitality and property management guest message routing
- Sales follow-up automation with CRM-aware context
- Donor and member inbox unification for non-profits
Digitale Mitarbeiter in CaptivaHQ
Entdecken Sie, was rollenbasierte KI-Abläufe in CaptivaHQ auf Basis der von Ihnen freigegebenen Datensätze vorbereiten könnten – Anforderungen an die menschliche Prüfung werden in der Evaluierung geklärt.
Want CaptivaHQ tailored to your stack?
We'll configure CaptivaHQ to your channels, CRM, and routing rules, and ship a free proof of concept on your real inbound traffic.
Request your free POC