Fineguide.ai

What is Fineguide.ai?

Fineguide.ai is an AI-based customer management platform operated by Opentech Consulting in Moldova; it is designed for sales, support, customer success, and call center teams. It integrates AI assistants, CRM systems, voice quality assessment tools, phone agents, team documentation, as well as automation and analysis functions under a single customer record.

The product is not a general-purpose programming assistant; it is a business system designed for handling customer conversations and operational processes. Before deploying it, companies need to evaluate factors such as channel permissions, customer data, compliance requirements related to telephone usage, the output of the models, and mechanisms for human intervention.

Main functions

Multi-channel AI assistant

By assigning an assistant to the team, it becomes possible to serve users through various channels such as websites, WhatsApp, Telegram, Instagram, Messenger, Slack, and Discord. The assistant can answer questions in accordance with the predefined roles, tone of voice, level of knowledge, and rules for progression.

• Answer knowledge can be created from web pages, documents, and PDFs.
• It is possible to configure the voice, response length, range of roles, and communication style.
• During the session, it is possible to extract names, intentions, budgets, requirements, and other custom fields.
• It can trigger Webhooks, APIs, or workflows to carry out reservations, create tickets, and perform other actions.
• When encountering rule boundaries, complex issues, or customer requests, it can be referred to a human agent.

Automated lead generation and CRM

The assistant converts the conversations into structured contacts or sales leads, filling in custom fields automatically. Bridge solutions such as AmoCRM and Kommo allow the results of these conversations to be integrated into the team’s existing sales processes.

CRM includes historical conversations, contacts, leads, sales pipelines, tasks, tickets, team inboxes, and routing queues. Different teams see the same customer records, which reduces the need to copy information repeatedly between chat tools and spreadsheets.

Voice QA – Voice Quality Inspection

Once connected to carriers, recording systems, or PBXs, Voice QA automatically transcribes and evaluates calls. Teams can establish categories, rules, weights, and criteria for different departments.

• It supports transcription and structuring of conversations in over 30 languages.
• Identify the speaker and associate the score with the agent and department.
• Check the initiation, requirement identification, handling of objections, and compliance in accordance with fixed or weighted rules.
• Provide dialogue evidence and improvement suggestions for each rule.
• Aggregate trends such as complaints, product issues, customer emotions, and mentions of competitors.

Voice AI phone agent

Voice AI extends the same assistant configuration to live calls, enabling the reception of incoming calls, performing screening for outbound calls, handling follow-ups and reminders, and transferring calls to human agents when necessary. It can be connected to existing carriers or SIP routers, and call results along with transcripts are saved in the CRM system.

Phone numbers, recording, and telephone compliance still depend on the configurations set by the enterprise itself as well as local regulations. The public price page does not list separately the costs associated with operators, SIP services, phone numbers, and real-time voice generation; it is necessary to verify whether additional fees apply at the time of purchase.

Workspace team knowledge

Workspace is a block-based document editor used for maintaining process manuals, briefings, proposals, and team knowledge. Documents can be linked to contacts, leads, or customers, allowing sales and support staff to view related materials in the same record.

• It supports titles, paragraphs, lists, code, tables, and hint blocks.
• It supports slash commands, drag-and-drop sorting, hierarchical indentation, and shortcut keys.
• Offers folders, full-text search, recent visits, and favorites.
• Real-time updates, comments, and mentions reduce chaos in email versions.
• Deleted content goes to a recoverable recycle area.

n8n Automation and Analysis

The team can use n8n hosted by Fineguide, or they can connect to their own n8n instance in order to integrate session, lead, and ticket events with other applications. Advanced analytics are available to assess performance across the dimensions of agents, channels, seats, departments, and time.

Module comparison

AI assistant configuration process

1. Create an organization and invite members who need to collaborate.
2. Create an assistant and set the role, brand tone, response length, and prohibited items.
3. Upload documents or PDFs with relevant rights, or add approved web-based knowledge.
4. Define the customer fields that need to be extracted and the rules for writing them into CRM.
5. Configure executable actions such as Webhooks, APIs, appointments, or tickets.
6. Set conditions for manual routing, sensitive words, low confidence levels, and exception handling.
7. Connect to the target channel, and use a test account to cover both successful and failed scenarios.
8. After going live, review sessions, feedback, and analyses, and continuously refine knowledge and rules.

Voice QA configuration process

1. Connect to the service provider, PBX, or recording system, and verify the recording permissions.
2. Departments are established based on functions such as sales, support, and renewal.
3. Define evaluation categories, inspection rules, and weights for each department.
4. Use manually scored calls to verify transcription, speaker identification, and rule consistency.
5. Enable automatic analysis to view evidence for each call as well as suggestions for improving agent performance.
6. Monitor departments, personnel, customers, and time trends to adjust rules for incorrect judgments.
7. Transfer high-risk calls, complaints, or compliance issues for manual review.

Price packages

Price for additional points

The monthly points are reset at the start of each billing period, while the additional points purchased remain valid. Upgrades or downgrades can be requested at any time, but according to the price details, such changes take effect in the next billing period.

Points consumption

• Plain text messages: 1 point per message.
• Messages with attachments: 2 points per message.
• Voice QA analysis: 12 points per minute.
• Document processing, quality inspection scoring, and performance insights: Currently marked as included.
• Analysis reports, team collaboration, and n8n integration: Currently these are marked as not requiring additional credits, but the Free version does not include n8n.

The number of conversations and the number of minutes of voice usage indicated on the package page are approximate values; the actual usage depends on attachments, messages, and analysis time. Fees related to taxes, telephone lines, and external services shall be in accordance with the settlement terms or the contract.

Suitable for users and scenarios

• Sales team: Automatic reception, intent recognition, budget collection, and lead generation.
• Customer Service Center: Answers common questions across various channels, and transfers complex cases to human agents.
• Call center: Uniform quality inspection is applied to all recordings, rather than only a sample of them.
• Customer Success Team: Provides centralized management of sessions, tasks, documents, and account information.
• Real estate and services: Extract appointments, requirements, budgets, and timing from conversations.
• Operations team: Uses n8n to link customer events with notifications, tickets, and internal systems.

Advantages

• Chats, calls, CRM, and knowledge documents are organized around the same customer record.
• Assistants can have their configurations reused across multiple social and messaging channels.
• Voice QA supports department-level rules, weights, evidence, and trend analysis.
• The points accumulation rules are relatively clear, and the additional points purchased do not become invalid.
• 1,000 free points are available, and no bank card is required; it’s possible to conduct a small-scale verification first.
• Hosting or using n8n itself provide two deployment options for automating complex business processes.

Capacity boundaries

• A knowledge base can reduce answers that deviate from the material, but it cannot guarantee zero hallucinations.
• Speech transcription, speaker separation, as well as emotion and quality assessment scores can be affected by accent, noise, and overlapping speech.
• The names, budgets, and intentions automatically extracted must allow for manual correction.
• Phone agents should not carry out outbound calls in the absence of authorization, disclosure, and exit mechanisms.
• CRM integration with channels relies on third-party interfaces, and changes in permissions or policies may affect its functionality.
• Key complaints, refunds, medical matters, financial issues, or legal commitments should always be handled by a human agent.

Privacy and security

The platform processes names, contact information, addresses, account details, devices, IP addresses, visited pages, and diagnostic data, and may transfer such data to locations outside the user’s region. Personal data is retained for as long as it is necessary to provide services, fulfill legal obligations, resolve disputes, and enforce agreements.

• Users can manage some information in their accounts, and they can also request complete deletion.
• A complete deletion request is processed within 30 days after authentication, but legal obligations may require that some data be retained.
• Companies should determine the retention period for call recordings, transcriptions, CRM data, and knowledge documents.
• Model processing involves third-party providers such as OpenAI, Anthropic Claude, and Google Gemini.
• Before processing health, financial, or other sensitive data, it is necessary to obtain a DPA, information on sub-processors, security certifications, and details regarding the data locations.
• Role permissions, API keys, channel tokens, and n8n credentials should adhere to the principle of least privilege and be rotated regularly.

Copyright, Commercial Use, and Refunds

Users are responsible for ensuring that the uploaded documents, training materials, and customer data comply with legal requirements and that appropriate permissions from third parties have been obtained. The content policies and usage restrictions of different large models can also affect specific business operations.

• The terms allow Fineguide to use the customer’s name, logo, and general service information for marketing purposes, provided that it receives no written objection.
• Product suggestions submitted by users are used by Fineguide; they can be copied, modified, or published without any compensation required.
• The platform and applications are proprietary services subject to limited licensing; reverse engineering or reselling them is not permitted.
• The refund policy merely states that it is possible to contact the team to discuss the issue; it does not guarantee a specific refund timeline or automatic refunds.
• Before making a purchase, it is necessary to confirm the date on which cancellation takes effect, the unused monthly points, any additional points, and the procedures for refunding under the corporate contract.

API, GitHub, and open-source status

Frequently Asked Questions

Can Fineguide.ai be tried out for free?

Yes. New accounts come with 1,000 one-time credits, and no bank card is required; the Free version has only 1 member and does not include n8n.

How many points are consumed by a message?

A plain-text message costs 1 point, while a message with attachments costs 2 points. Voice QA is charged at 12 points per minute.

Do unused points expire?

The monthly subscription points are reset at the end of the billing period, while the additional points purchased separately do not expire; these two types of points cannot be combined under the same balance rules.

Which customer channels are supported?

Webs, WhatsApp, Telegram, Instagram, Messenger, Slack, and Discord have been confirmed, along with bridge solutions for AmoCRM and Kommo.

What is the difference between Voice QA and Voice AI?

Voice QA is used for analyzing and scoring calls, while Voice AI enables assistants to answer or make calls in real time, with the results being recorded in CRM.

Can it be ensured that the assistant does not develop hallucinations?

No. While knowledge constraints and rules can help reduce risks, important responses still need to be tested, monitored, and require human intervention.

Does Fineguide have a public API?

Premium clearly includes APIs and Webhooks, but the documentation for public endpoints, authentication methods, and call quotas have not yet been determined.

Is Fineguide.ai open source?

It is not an open-source product that has been officially recognized. The integration of n8n with third-party large models and the licensing of the source code for the Fineguide platform are separate matters.

Can I get a refund?

The terms only guarantee the possibility to contact the team to discuss any unsatisfactory service; no fixed conditions for refunds are specified. The applicable rules regarding cancellation and refunds should be obtained before making a payment.

Summary

Fineguide.ai is suitable for teams that wish to integrate multi-channel customer service, sales leads, CRM functions, call quality assessment, and internal knowledge within a single system. Its pricing options range from free trials to plans for high-volume use, and it also offers customized solutions for businesses.

Before going live, it is essential to verify the accuracy of knowledge-based responses, transcription, and scoring; at the same time, it is necessary to ensure compliance with telephone-related regulations, the proper use of third-party models, appropriate channel permissions, and an accurate assessment of the total costs involved. For key customers, manual review and options for exiting the process must be available.