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Strata

Walkthrough

How it works

A workspace, your docs, one embed. The agent answers from what you uploaded, acts on the page, and hands off to your team when it should.

01

Create your workspace

One short form. Or just tell the chat, and it fills the form with you.

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Create your workspace
02

Upload as workspace or user

People join your workspace from the chat itself. Upload for the whole workspace, or for one member. Either way the documents stay scoped to your workspace.

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Upload as workspace or user
03

Add it to your site

An iframe, or a single script tag. Works with any stack.

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Add it to your site
04

Answers from your docs

Grounded in what you uploaded, workspace and user docs alike. Retrieval never leaves your workspace.

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Answers from your docs
05

Acts on the page

The agent reads the host page, fills forms, and clicks through flows. Anything like submit or pay waits for your user to confirm.

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Acts on the page
06

Human handoff

One click when the AI is out of answers. Your team gets the full conversation.

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Human handoff
07

A support queue that learns

Tickets in one place, with suggested replies and related tickets. Resolutions flow back into the knowledge base.

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A support queue that learns
08

Analytics

Conversations, escalations, and popular queries. See where support needs attention.

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Analytics