Solutions · Operations & Customer Success
The inbox sorts itself. A person still presses send.
Your ops and CS teams live across the CRM, billing, support tools, and spreadsheets. Describe that work and the agent builds the connections, the routing rules, and the screens your team clicks through - then runs it with you, with gates on anything a customer would see.
The brief
One sentence starts it.
When a customer emails us, work out what it's about, pull up their details, and draft a reply - but nothing goes out until someone okays it.
That sentence is the entire brief. Below is what the agent builds from it - and where it stops for a person.
In practice
What teams run with it.
triageRules
Support triage that routes itself
Describe how requests should be sorted and the agent builds the routing - then runs it around the clock, with gates on anything a customer would see.
onboardApp
Onboarding from one screen
A screen your team drives to set up new customers across every connected system. High-touch accounts stay human-driven; the rest doesn't have to be.
escalations
Escalations with the full picture
The agent gathers the history from every system, drafts the reply, and waits. A person reads the whole picture and presses send.
customers
Customer data that's actually yours
The tables your operation needs, on your own database, with real SQL - no side spreadsheet to keep in sync.
Begin
Start with this task.
Spin up a workspace and describe your support work the way you'd say it to a person - or talk to us about a guided rollout for your team.