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Designed For Marketers to Build Deep Engagement
SlateCX was designed to be easy to use for digital and demand marketers. The platform lets you deliver collaborative experiences through voice and text-based interactions.
Platform Overview
SlateCX Platform Architecture
An AI-powered orchestration platform that converts passive web traffic into qualified pipeline.
Per Tenant · Isolated Data · Own CRM & Marketing Automation
Tier 1 — The Buyer Interface
Buyer Interface
Text Mode
Voice Mode
🔖
Persistent Slates
- ›Saved buyer workspace
- ›Resumes across visits
- ›Shared with colleagues
- ›Full history preserved
💬
Multi-Modal Agent
- ›Text chat (streaming)
- ›Real-time voice (WebRTC)
- ›Cited, grounded answers
- ›Proactive next steps
📊
Smart Rendering
- ›Auto-generated charts
- ›Comparison grids
- ›Interactive data cards
- ›Pricing visualizations
👥
Team Collaboration
- ›Shared buyer workspaces
- ›Multi-stakeholder access
- ›Buying committee tracking
- ›Unified evaluation view
📂
Buyer Research Studio
- ›Executive summaries
- ›ROI packs
- ›Research briefs
- ›Competitive comparisons
📞
Live Sales Engagement
- ›Invite sales rep
- ›Push cards to Slate
- ›Meeting scheduling
- ›Rep handoff summary
Tier 2 — SlateCX Platform
SlateCX Platform
Orchestration · Intelligence · Governance · Insights
Always On
⚙️
Orchestration
- ›Real-time WebSocket services
- ›AI function routing
- ›Prompt engineering
- ›Response streaming
📋
Content
- ›Document processing
- ›Asset management
- ›Card generation
- ›Campaign knowledge
🗄️
Data & Storage
- ›Session & history store
- ›Voice transcripts
- ›File & media storage
- ›CRM sync pipeline
🔍
RAG
- ›pgvector semantic search
- ›Chunk attribution
- ›Name-boost retrieval
- ›Multimedia RAG
👁️
Observability
- ›AI monitoring
- ›Grounding rate tracking
- ›Agent scorecards
- ›Accuracy alerts
🛡️
Guardrails
- ›Approved knowledge only
- ›Public / internal split
- ›Safe tool actions
- ›Audit trail
⚙️
Administration
- ›Campaign playbooks
- ›Goal configuration
- ›User & role management
- ›Integration settings
📈
Reporting
- ›Campaign dashboard
- ›Experiments & A/B tests
- ›Pipeline attribution
- ›AI ops dashboard
Tier 3 — LLM Integrations
OpenAI
gpt-5-nano · gpt-5-mini · gpt-4.1 · gpt-5.2
Text chat, live voice, transcription, and vector search.
Google Gemini
gemini-3-flash-preview · gemini-3-pro-preview
Multimodal reasoning and large-context document analysis.
Anthropic
claude-haiku-4-5 · claude-sonnet-4-6 · claude-opus-4-6
Long-form reasoning and brand-safe content generation.
The Outcome
More Pipeline. From the Same Traffic.
↑ Engagement
Buyers stay, research, and return
↑ Qualification
Intent captured before Sales calls
↑ Pipeline
Context-preserved handoffs close faster
↑ Attribution
Defensible ROI tied to closed-won
Want to learn more?
Join marketing teams already using SlateCX to engage prospects better.