NewOaks AI

Generate leads and book appointments automatically across SMS, WhatsApp, and phone with a multi-channel AI agent grounded in your own business knowledge base.

NewOaks AI screenshot

About NewOaks AI

NewOaks AI is an omni-channel AI agent platform designed to automate lead generation and customer engagement. Unlike traditional chatbots that are limited to a website widget, this tool integrates across a variety of communication channels including SMS, phone, WhatsApp, Instagram, Facebook Messenger, and email. By training the AI on a company's specific data such as PDFs, documents, or website URLs, the platform ensures that the agent provides accurate, grounded responses without the risk of hallucinations often found in general AI models. The primary goal is to help businesses capture more leads and resolve up to 70 percent of customer inquiries instantly. In practice, the tool functions as a 24/7 digital employee. It features human-like GPT real-time voice capabilities for both web-based calls and traditional phone interactions. Users can manage these interactions through a comprehensive dashboard that includes live mobile chat handoff, allowing human team members to intervene in conversations when necessary without losing context. The platform also includes appointment scheduling features that sync with business calendars, and a missed call text-back function that automatically engages leads who fail to reach a human agent. The tool is ideally suited for small and medium-sized enterprises, particularly those in the real estate, e-commerce, and professional services sectors. It is also a valuable asset for marketing agencies that want to offer AI automation as a white-labeled service to their clients. Because it supports over 95 languages, it is effective for international businesses looking to provide localized support without hiring multi-lingual staff. What distinguishes NewOaks AI from competitors is its flexibility in model selection and its robust voice-first architecture. Depending on the chosen plan, users can access an array of sophisticated LLMs including GPT-4o, Claude 3.7 Sonnet, and Gemini 2.5 Pro. Furthermore, the inclusion of AI Actions enables the agent to go beyond simple conversation by executing custom code or interacting with external databases.

NewOaks AI pros & cons

Pros

  • Supports omni-channel engagement across SMS, WhatsApp, Instagram, and phone.
  • Allows for granular training using multiple file formats and direct website scraping.
  • Provides access to a wide variety of LLMs including Claude 3.7 and Gemini 2.5.
  • Includes a mobile app for managing live chat handoffs and customer interactions.
  • Offers specialized templates for industries like real estate and e-commerce.

Cons

  • Access to advanced models like GPT-4 Turbo and Claude 3.7 is restricted to higher-tier plans.
  • Removing the platform branding requires a paid add-on or a high-tier subscription.
  • The free plan is limited to 100 message credits per month.
  • Voice credits and phone integrations involve additional monthly or one-time costs.

NewOaks AI use cases

  • Real estate agents can automate appointment bookings and answer property questions via SMS and WhatsApp 24/7.
  • E-commerce businesses can integrate the agent to handle customer support and order inquiries directly on their website.
  • Marketing agencies can white-label the platform to provide automated AI communication services for their clients.
  • Service providers can use the missed call text-back feature to automatically engage potential leads who call after hours.

NewOaks AI features

  • multi-channel messaging
  • automated appointment scheduling
  • missed call text-back
  • live chat human handoff
  • multi-llm selection
  • white-label dashboard
  • real-time gpt voice calls
  • knowledge-base grounding

NewOaks AI pricing

Is NewOaks AI free? Yes, NewOaks AI has a free plan, and paid plans start at $19 / month.

Essential

$19 / month

  • 2 Chatbots
  • 2,000 message credits/month
  • 11M character storage
  • Appointment Schedule
  • Push to Talk Voice
  • WhatsApp Integration
  • Instagram/FB Integration
  • Webhook/API Integration
  • 20 mins Voice credits
  • Email Support

Professional

$99 / month

  • 10 Chatbots
  • 10,000 message credits/month
  • Live Chat Handoff
  • GoHighLevel Integration
  • Twilio Integration
  • Custom Domain
  • Bring Your Own Key
  • Claude-3.7 Sonnet access
  • 40 mins Voice credits
  • Visitor Analytics

Enterprise

$299 / month

  • 20 Chatbots
  • 40,000 message credits/month
  • 10 team members
  • Remove branding
  • 80 mins Voice credits
  • Premium Setup Support
  • Claude-4 access
  • DeepSeek Reasoner
  • Mistral Large support
  • Gemini 3 Pro

White Label

$398 / month

  • Unlimited Chatbots
  • 100 sub-account seats
  • Full White Labeling
  • Everything in Enterprise

Free

Free

  • 1 Chatbot
  • 400,000 character storage
  • 100 message credits/month
  • Community support
  • Digital Business Card
  • Knowledge-base grounding
  • PDF/TXT/DOCX Support
  • CaptureLeads
  • o3-mini access
  • DeepSeek access

NewOaks AI FAQs

What is NewOaks?

NewOaks is an AI agent builder that trains models on your specific business data. It allows you to add chat widgets to your website and engage customers via Text SMS, phone, and social media.

What data formats can I use for training?

You can upload files in PDF, TXT, DOC, and DOCX formats or provide a website URL for scraping. Multiple files can be uploaded to create a comprehensive knowledge base for the AI.

How does it handle multiple languages?

The platform supports approximately 95 different languages for both input and output. You can provide source documents in any language and the bot will respond to user queries accordingly.

Can I instruct the chatbot on how to behave?

Yes, the platform allows you to edit the base prompt to define personality traits and specific instructions. You can instruct the bot to only answer in a specific language or use a certain tone.

Where is the uploaded data stored?

All document content is hosted on secure Microsoft Azure servers located in the us-east region. This ensures a high level of security and enterprise-grade reliability for your business data.

Does it support live human intervention?

Yes, the Professional plan and above include a live chat feature with mobile support. This allows human agents to take over conversations from the AI without losing the context of the interaction.

Can it make and receive phone calls?

Yes, the tool offers AI voice agents that can handle web calls and traditional phone calls through Twilio integration. This includes human-like real-time voice interactions using GPT technology.

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