Customer Journey, Unified

One AI conductor for every customer touchpoint

Coordinate sales, delivery, and support in one workspace. Close faster with AI that thinks like your team.

⚡Lead-to-launch workflows automated end-to-end
🧭Shared customer timeline across every team

Set up in 2 minutes • Free 14 days • No credit card required

Customer Stories

Teams close faster and retain longer with Task Genie

"Task Genie helped us unify sales and delivery in one sprint. Our onboarding time dropped from two weeks to five days."
MC

Maya Chen

Head of Customer Operations

Stratus Sphere

"The AI assistant spots churn risk before our CSMs do. We closed three expansion deals in the first month using Genie prompts."
DP

Dev Patel

VP of Revenue

Rabb-It

"Lead scoring happens automatically and every won deal spins up a ready-to-run project. Nothing falls through the cracks now."
SR

Sofia Ramirez

Director of Delivery

Mad Engineering

Live demo

Try the Task Genie concierge right now

Ask about onboarding, integrations, or pricing and get an answer in real time. The embedded assistant is powered by your Agent Builder workflow and ready to drop into your product.

  • Secure, token-based session creation with audit trails
  • Fully brandable UI that embeds on any route
  • Powered by your curated knowledge base and automations

Sparkline peek

“Genie just routed two onboarding questions to self-serve and escalated a billing issue to your CSM—without leaving the chat.”

Need pricing guidance?

Ask the concierge

See the AI concierge in action

The embedded chat assistant routes questions, escalates issues, and delivers instant answers—right inside your product.

Request a live demo
Choose your scenario

Answers tailored to the team you lead

Pick the journey you care about—growth, operations, or support—and see how Task Genie adapts.

Simple pricing

Start free, scale as you grow

No hidden fees. No credit card required. Upgrade when you're ready.

Ready to unify your customer journey?

Stop juggling disconnected tools. Orchestrate every touchpoint with AI guidance.

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Join 500+ teams who unified their customer journey with Task Genie