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Support & Service Agent
The everyday questions,off your desk.
Hours, order status, account changes, password resets, billing dates. It resolves the routine requests on the spot, verifies who it is talking to first, and hands the rest to your team with the context attached.
The problem
The same five questions,all day long.
The front desk is a call center
What are your hours. Where is my order. I am locked out of my account. Each one is easy, and together they take the whole morning.
After hours, nobody answers
A customer locked out at 10 PM, or one who cannot complete a payment on Sunday, gets voicemail. The problem is still there on Monday.
Account details go to the wrong person
A balance or an address read out to whoever calls is a problem waiting to happen. Verification takes time your team does not have.
How it works
01
It picks up
On every channel, at every hour, with no queue and no hold music.
02
It verifies
Confirms identity your way before anything account-specific is said.
03
It resolves
Answers from your policies and your systems, and takes the action if you allow it.
04
It escalates
Anything outside its lane goes to your team with the full thread and what it already tried.
What you get
The whole job done,not a demo of it.
Answers from your policies, not from guesswork
Refund windows, delivery times, eligibility rules. It reads what you wrote and says exactly that, or says it does not know.
Identity verification first
You set what counts: the last four digits, a one-time code, an email match. Nothing account-specific is disclosed before it passes.
It can take the action, not just describe it
Reset the password, update the address, resend the receipt, start the return. You choose which actions it is allowed to complete.
Knows when to stop talking
Anyone who asks for a person gets one. Frustration, a complaint, or a legal word ends the automation immediately.
One thread across channels
A customer who calls, then emails, then opens chat is one conversation. It does not make them start over.
Every resolution logged
What was asked, what was verified, what it did, and what it handed over. On the contact record, no typing.
In action
A support request, end to end.
Pick a reply or type your own. Watch what it verifies before it answers.
Live
Live call
- Duration
- 01:12
- Sentiment
- ▲ Positive
- Intent
- Account locked out
- Verified
- Yes
Actions taken
- ✓Verification required before account access
- ✓Identity verified · SMS code · logged
- ✓Lockout cleared · reset link sent
- ✓Resolved without a person
- ✓Written to CRM · transcript attached
Recent callsToday
- (281) 555-01489:41 AMResolved
- (713) 555-01929:26 AMQualified
- (832) 555-01078:58 AMTransferred
- (936) 555-01738:31 AMWrong number
- (281) 555-01668:04 AMResolved
Sample workspace · Names and figures are illustrative
Specifics
Where it runs.
On the numbers, inboxes, and help widgets you already publish.
- Channels
- Voice, SMS, WhatsApp, email, web chat
- Hours
- 24/7, or your routing rules
- Verification
- Your rules, before any account detail
- Source of truth
- Your help center, policies, and systems of record
- Handoff
- Warm transfer, ticket, or a task with the thread attached
- Logging
- Transcript, actions taken, and outcome on the contact
Will it pretend to be a person?
No. It says what it is when asked, every time. There is no configuration that turns that off.
What stops it from giving out the wrong account details?
It will not read anything account-specific until your verification rule passes. If it cannot verify, it offers a callback from your team instead.
Can it make changes to an account?
Only the ones you switch on. Each allowed action is configured explicitly, and everything else is read-only.
How does it know when to escalate?
Three ways: the customer asks for a person, the request is outside the actions you allowed, or it detects a complaint or a legal matter.