竞争对手 AI Agent Instinct 与 Meta Muse 双双新增电话呼叫能力

文本型 AI 助手正成为热门市场，Instinct、Wajo、Town、Ollie 以及 Meta 的 Muse Agent——后者于上周发布——都在争夺用户的注意力和任务入口。总部位于旧金山的 Instinct 是其中最受欢迎的产品之一，据报道其估值已达 100 亿美元，吸引了投资者的强烈兴趣。

随着其新增电话呼叫功能，Instinct 的人气可能还会进一步增长：该功能可让用户的 Agent 拨打电话并充当礼宾助手。Meta 的 Muse——这场竞争中的另一名有力参与者——也推出了同样的能力。

Instinct 创始人 Noah Shinn 在 X 上宣布，这家备受关注的创业公司推出的新电话功能 Instinct Concierge，可以完成诸如预订不接受线上预约的餐厅、将用户加入牙医诊所的取消候补名单，或处理有线电视账单问题等任务。他表示，该功能目前正向部分用户进行早期访问测试，并计划逐步扩展至所有用户。

尽管 Instinct 的产品推进速度很快，Meta 的 Muse AI 助手也在紧跟步伐。它同样刚刚获得致电美国企业的能力。这家科技巨头表示，该功能将首先向要求 Muse 拨打电话的用户推出。（这实际上构成了一种功能请求机制；Meta 表示，每当 Muse 推出新功能时，最先获得这些功能的将是向 Muse 询问过相关功能的用户。）

这些电话功能推出之前，已有多家竞争对手将电话呼叫能力宣传为相较 Instinct 的优势；但随着 Instinct Concierge 的上线，双方如今在这一能力上已基本处于同一水平。

上周，Instinct 还推出了电子邮箱地址，以让 Instinct 处理账户注册和管理。该公司目前还允许用户的助手联系其他人的助手，方法是将这些用户加入一个可信网络，从而协同管理某些任务。

过去数周，Instinct 和 Muse 都取得了强劲增长。Instinct 上月以 25 亿美元估值融资3.5 亿美元，据报道，它目前正洽谈以 100 亿美元估值融资10 亿美元。投资者正对能够替用户跨不同服务界面执行操作的文本型助手表现出浓厚兴趣。

分析公司 Sensor Tower 指出，Muse 在上线最初几天的增长超过了 Meta AI 应用。Muse 在美国获得了超过 73 万次下载；相比之下，Meta AI 应用上线后前五天的下载量为 70.7 万次。该应用甚至一度登上总榜第 2 名。

Text-based AI assistants are a hot market, with Instinct, Wajo, Town, Ollie, and Meta’s Muse agent, which launched last week, vying for users’ attention and tasks. San Francisco-based Instinct is one of the most popular of the lot, attracting huge investor interest at what is reportedly a $10 billion valuation.

Instinct’s popularity may now grow even further, as it’s added a new calling feature that lets your agent place calls and act as a concierge. Meta’s Muse, another serious contender in this battle, has also done the same.

Instinct’s founder Noah Shinn announced on X that the buzzy startup’s new calling feature, Instinct Concierge, can do things like book restaurants that don’t take online reservations, get on your dentist’s cancellation list, or sort out problems with your cable bill. The feature is rolling out in early access to some users, with plans to expand to all users in time, he said.

Though Instinct is shipping fast, Meta’s Muse AI assistant is keeping up. It also just gained the ability to place calls to U.S. businesses. The tech giant said the feature will first roll out to users who ask Muse to make a call. (This essentially serves as a feature request mechanism, and Meta said that whenever Muse launches new features, they’ll be available first to people who ask Muse about them.)

These calling features arrive as a number of rivals had been touting their ability to make calls as an advantage over Instinct; but with Instinct’s Concierge feature rollout, they’re all now in parity with each other on this front.

Last week, Instinct also rolled out email addresses to let Instinct handle account sign-up and management. The company additionally now allows its users’ assistants to contact other people’s assistants for managing certain tasks, by adding those users to a trusted network.

Both Instinct and Muse have seen great traction over the last few weeks. Instinct raised $350 million at a $2.5 billion valuation last month, and it is reportedly in talks to raise $1 billion at a $10 billion valuation, with investors showing heavy interest in text-based assistants that can navigate different surfaces for users.

Analytics firm Sensor Tower noted that Muse outgrew the Meta AI app launch in the first few days. The app garnered over 730,000 downloads in the U.S., compared to the Meta AI app, which was downloaded 707,000 times post-launch in the first five days. The app even reached the No. 2 position in the top charts at one point.