Customer experience agents
Deploy AI agents that understand your knowledge base, remember every customer preference, and call commerce tools safely. With built-in scheduling, delayed sends, and escalation policies, your team keeps control while the agent handles the queue.
Knowledge-grounded replies cite the exact macro, article, or policy used.
Memories retain customer preferences, order history, and prior resolutions across tickets.
Guarded tool calls execute Shopify, subscription, and logistics actions with approvals.
Response scheduling, delayed sends, and escalation SLAs are embedded in every mission.
Dashboards track automation coverage, delayed sends, approvals, and customer satisfaction so you know exactly how the agents perform.
Grounded responses cite macros, knowledge, and order history automatically
Delayed send reviews and escalation guardrails protect the customer experience
Shopify, Recharge, Loop, and custom apps invoked with policy-aware guardrails
Scheduling, reminders, and approvals are baked into every mission
Each pattern blends knowledge grounding, persistent memories, tool calling, and escalation scheduling so your team stays ahead of the queue.
Knowledge coverage
Deliver grounded answers across every CX channel with live citations, contextual memories, and suggested next actions.
Capabilities
Primary surfaces
Gorgias, Zendesk, internal knowledge base
HITL checkpoint
CX supervisors edit the context pane or approve delayed responses before they leave the queue.
Order management
Monitor high-risk orders, reach out with branded messaging, and execute refunds or reships with safeguarded tool calls.
Capabilities
Primary surfaces
Shopify Admin, Loop Returns, ShipStation, Narvar
HITL checkpoint
Ops leads approve exceptions or high-value refunds from the same mission context.
Retention
Protect recurring revenue by handling skips, swaps, or incentives with collaborative guardrails and schedule-aware follow-ups.
Capabilities
Primary surfaces
Recharge, Skio, Shopify, Klaviyo
HITL checkpoint
Retention managers tweak offers or approve escalations; agents resume with the updated script.
Customer advocacy
Route VIP and risk-sensitive tickets with the right context, scheduled check-ins, and proactive alerting to leadership.
Capabilities
Primary surfaces
Gorgias, Slack, PagerDuty, Notion
HITL checkpoint
Leadership teams receive scheduled summaries and can inject instructions into the mission.
Insights
Aggregate topics across CX channels, schedule broad follow-up campaigns, and keep stakeholders informed automatically.
Capabilities
Primary surfaces
Gorgias, Kustomer, Dovetale, Slack
HITL checkpoint
Stakeholders edit recommendations or adjust campaign schedules through the shared context.
Telemetries for knowledge citations, memories, tool calls, and schedules keep CX leaders in the loop while agents keep working.
Retrieval and macros keep replies precise, cited, and aligned with policy.
Citations attached to every automated response
Customer memories and mission context carry over across tickets and channels.
Persistent memory timeline per customer profile
Shopify, subscription, and returns apps run through policy-aware guardrails.
Function calls approved or auto-run with audit logs
Delayed sends, reminders, and SLAs ensure responses land at the perfect moment.
Response scheduler tied to escalation policies
Monitor active tickets, scheduled sends, and tooling activity from the same cockpit your humans use.
Inspect drafts, delays, tool calls, and memory updates from one console view.
See which tickets are awaiting approval and who is on the hook next.
Track the articles, macros, and memories the agent referenced for each reply.
Understand which surfaces the agent touches, how humans stay involved, and what gets saved for audit.
| Mission | Primary surfaces | Agent actions | HITL moment | Audit trail entries |
|---|---|---|---|---|
Knowledge Base Concierge Knowledge coverage | Gorgias, Zendesk, internal knowledge base | Drafts replies, applies tags, sets follow-up reminders, and logs knowledge citations automatically. | CX supervisors edit the context pane or approve delayed responses before they leave the queue. | Stores message versions, memory diffs, and the knowledge artifacts referenced. |
Proactive Order Recovery Order management | Shopify Admin, Loop Returns, ShipStation, Narvar | Drafts outreach, executes tool calls, and updates ticket status with linked evidence. | Ops leads approve exceptions or high-value refunds from the same mission context. | Captures tool call parameters, approval signatures, and post-resolution survey results. |
Subscription Save Desk Retention | Recharge, Skio, Shopify, Klaviyo | Executes subscription edits, updates billing, and communicates the change across channels. | Retention managers tweak offers or approve escalations; agents resume with the updated script. | Logs incentive rationale, subscription adjustments, and customer acknowledgement. |
VIP Queue & Escalation Director Customer advocacy | Gorgias, Slack, PagerDuty, Notion | Creates war-room threads, schedules reminders, and keeps the customer updated with empathy-driven messaging. | Leadership teams receive scheduled summaries and can inject instructions into the mission. | Maintains escalation timelines, approvals, and customer-facing communication history. |
Customer Insight & Follow-up Scheduler Insights | Gorgias, Kustomer, Dovetale, Slack | Drafts bulk responses, schedules sends, updates tags, and notifies owners when milestones hit. | Stakeholders edit recommendations or adjust campaign schedules through the shared context. | Archives insight memos, schedule changes, and the results of each follow-up wave. |
We package connectors, prompts, guardrails, and telemetry so your team can focus on experience outcomes—not plumbing.
Document escalation policies, delayed send rules, and approval thresholds.
Connect Gorgias, Shopify, subscription apps, and knowledge bases with editable context panes.
Run shadow mode, adjust response timing, then graduate to autonomous coverage with telemetry.
We help you launch the first mission, wire in scheduling and escalation controls, and deliver the telemetry your CX leaders need.
Start with an industry template, train on approved service knowledge, and connect the systems that hold changing facts. Each template includes escalation rules and starter evaluations; live workflows require integration and verification.
Build trust, strengthen relationships, and grow lifetime value.
Financial-service support agent
Live system data: Balances and transactions; Application and claim status; Current rates and account eligibility.
Set up financial-service support agentBoost brand loyalty, drive conversion, and grow lifetime value.
Retail order assistant
Live system data: Inventory and prices; Order and carrier status; Return eligibility and subscription state.
Set up retail order assistantDrive bookings, build loyalty, and boost revenue.
Travel booking agent
Live system data: Seat and room availability; Current fares and reservation status; Disruption and loyalty balances.
Set up travel booking agentImprove outcomes, expand access, and lower costs.
Healthcare scheduling assistant
Live system data: Appointment availability; Verified appointment status; Coverage status from the authorized source.
Set up healthcare scheduling assistantConvert leads and drive repeat business.
Service lead-qualification agent
Live system data: Staff availability and service coverage; Current estimates; Lead and job status.
Set up service lead-qualification agentEngage audiences, improve retention, and drive subscriber revenue.
Media subscription assistant
Live system data: Subscription and payment status; Content entitlements; Current offers and device limits.
Set up media subscription assistantWin customers, retain subscribers, and boost revenue per user.
Telecom support agent
Live system data: Subscriber usage and balances; Network outages; Plan eligibility and technician availability.
Set up telecom support agentDrive adoption, improve retention, and expand accounts.
Technology onboarding assistant
Live system data: Account roles and entitlements; Product usage and billing status; Current incidents and service limits.
Set up technology onboarding assistantExpand access and earn public trust.
Public-sector service navigator
Live system data: Application and case status; Appointment availability; Eligibility determinations recorded by the authorized system.
Set up public-sector service navigator