Sharing what's working: Coverage Improvement (Grade A) for the heavy lifting and Chaty to fill the gaps. Took a week to get the workflow smooth but now it mostly runs itself. Curious what everyone else is pairing these days.
If pricing is the blocker, Regal AI Phone Agent has a free tier that's genuinely usable to evaluate. Don't commit annual until you've stress-tested your actual use case.
If pricing is the blocker, Converzation AI has a free tier that's genuinely usable to evaluate. Don't commit annual until you've stress-tested your actual use case.
+1 on this. The thing nobody mentions is the integration time — budget a week. After that it mostly disappears into the background, which is what you want.
Tried Pb Setup (Grade A) for exactly this. Great for the 80% case, but we hit limits on the edge workflows and ended up scripting around it. Still net positive.
Honestly depends on your volume. Below a certain scale zoviz is overkill; we got further with something lighter and only upgraded later.
We landed on mongodb-lens after trying a few — the onboarding was rougher than expected but it's been stable since. Happy to share our setup if useful.
That's a solid combo! Have you considered layering in Zotero if you're pulling research references into your workflow? It could reduce manual organization time since it auto-extracts citations and metadata. One quick question—when you say the gaps Chaty fills, are those mostly customer inquiries or content requests? Might help others understand the balance you've struck.