Connect AI-assisted frontline work with existing enterprise systems
Compose B2B sales, local operations, customer lifecycle and field collaboration capabilities, then choose SaaS, dedicated, private or hybrid deployment around data and operating requirements.
CONNECTED / READY
DUAL AI GROWTH ENGINES
B2B sales and local operations share one growth foundation
B2B SALES ENABLEMENT
LIVE OPERATING CONTEXT
Enquiry → conversation → commitment → opportunity
Keep complex sales moving after every conversation
Before the meeting, Socio prepares account history, open tasks and decision context. During the conversation, it retrieves approved knowledge. Afterwards, the seller confirms the needs, commitments and next owner before they enter CRM and follow-up workflows.
Account brief before contact
Live enterprise knowledge
Human-confirmed tasks and opportunities
THE SAME PLATFORM CONTINUES
Customer record, calls and messages, commitments, B2B opportunities, quality review and coaching.
LOCAL OPERATIONS ENABLEMENT
LIVE OPERATING CONTEXT
Content → enquiry → booking → visit → retention
Turn approved enterprise offers into accountable local action
Socio organizes product, store and benefit facts, generates localized content for review, routes Email and WhatsApp enquiries, then connects booking, visit, service, review and repeat engagement across every location.
Approved local content
Enquiry and store routing
Visit, service and retention continuity
THE SAME PLATFORM CONTINUES
Business facts, content calendar, publishing, social enquiries, booking, visit, redemption and retention.
INDUSTRY SOLUTIONS
Compose platform capabilities and hardware around the customer journey
Retail & consumer electronics
Connect online enquiry, store advice, product experience, delivery and after-sales so customers do not repeat their needs at every touchpoint.
AI phone · Store terminal · Smart display · Scanner↗
Hospitality, F&B & local services
Connect local content, WhatsApp enquiry and booking with on-site service, feedback handling and future engagement.
AI phone · Smart badge · Earbuds · Watch↗
Automotive & advisory sales
Retrieve knowledge in high-information conversations, recognize decision criteria, capture commitments and advance long-cycle opportunities.
AI phone · Earbuds · Smart glasses↗
Warehouse, logistics & field service
Bring dispatch, scanning, field evidence, exception handling and customer outcomes into one operating workflow.
Scanner · Recorder · Watch · AI phone↗
ENTERPRISE SYSTEM CONNECTION
Keep systems of record and move verified context in both directions
With APIs, Socio manages authentication, mapping, receipts and failure queues. Without APIs, it supports human confirmation, file exchange and evidence return. Every action remains explicitly dispatched, operated, verified or unknown.
Customer & sales
CRM / SCRM, leads, customer records, opportunities and communication history
Operations & transaction
ERP, POS, products, inventory, orders, bookings, benefits and redemption
Service & field
Service desk, devices, assets, field tasks, evidence and service results
Organization & knowledge
SSO, roles, enterprise knowledge, content assets and data platforms
Data minimization · Permission mapping · Retry · Idempotency · Full audit
GOVERNED TWO-WAY SYNC
AI sales & operationsCustomer & conversationTasks, commitments & resultsConnected hardware in the field
IdentitySSO and service identityMappingFields, organizations and permissionsReliabilityRetry, receipt and failure queuesAuditRequests, outcomes and human actions
DEPLOYMENT & DATA BOUNDARY
Four deployment models make every data boundary explicit
Choose the deployment mix around data sensitivity, network conditions, integration and operating responsibility. Identity, access, audit, encryption and human control remain in every model.
SaaS cloud
Activate standard platform capabilities quickly and configure workspaces by organization, role, business module and device group. Socio manages upgrades, availability and platform operations.
Tenant isolation
Role access
Encrypted transit
For teams prioritizing rollout speed, unified operations and continuous upgrades
Dedicated tenant
Use isolated application and data environments, dedicated network entry, enterprise identity integration, plus finer backup and change policies.
Isolated environment
Dedicated network
Change audit
For complex organizations, controlled maintenance windows and stronger governance
Private and on-premises
Run selected models, knowledge retrieval and data processing on a local AI terminal or enterprise infrastructure while sensitive source data remains controlled.
Local inference
Local keys
Model allow-list
For customer lists, legal matters, user data and protected enterprise knowledge
Hybrid edge-cloud
Keep sensitive inference and source data local while device health, collaborative tasks and minimum human-confirmed outcomes synchronize to the growth platform.
Data classification
Edge sync
Offline queue
For distributed locations, field teams and mixed network environments
HUMAN CONTROL
AI accelerates traceable work People approve material outcomes
The system does not hide every risk behind a generic review step. Each action is routed to automation, human approval or escalation by role, data sensitivity, confidence and business impact.
SYSTEM ASSISTANCE
Understand guide and perform reversible work
Organize context
Assemble customer, conversation, task and device state
Retrieve and guide
Use approved sources to produce traceable guidance
Detect and route
Identify tasks, exceptions and SLA risk and assign owners
