Use cases

AI customer support that hands off cleanly

The common questions answered in seconds, the tricky ones passed to a person with the full story.

What it does

  • Answers common questions by email, chat and text
  • Looks up orders, bookings and account details
  • Hands tricky cases to a person with the full conversation

How it works

Connects to Gmail or Outlook, your help desk, and your store or booking system.

When it makes sense

The same questions fill your team's day, and replies slow down whenever you get busy.

A job, start to finish.

  1. WhenA customer emails to ask where their order is.
  2. Step 1The AI reads the email and finds the order.
  3. Step 2It checks the live tracking status.
  4. Step 3It replies with the delivery date and a tracking link.
  5. Step 4If the package looks lost, it passes the case to your team with the order details.
  6. ResultThe customer gets an answer quickly, and your team only sees the cases that need a person.

What it looks like in different businesses.

  • Online storesAnswers 'where's my order' with live tracking
  • Software and servicesAnswers how-to questions from your help docs
  • Property managementLogs maintenance requests and confirms visits
  • Home servicesAnswers questions about warranties and maintenance plans
  • Dental clinicsAnswers billing and insurance questions from your policies
  • Accounting firmsTells clients where their return stands

What we set up for it.

  • Website and text chatReplies on your site, by text, and in Instagram and Facebook messages, day or night.Any website. Text messages go only to people who asked to hear from you.
  • Answers from your documentsAn assistant that knows your policies, price sheets and guides, and shows where each answer came from.Google Drive, Dropbox, your website, PDFs and Word files.
  • AI customer supportHandles the common questions in your inbox and sends the rest to the right person.Gmail or Outlook, Shopify, and help desks like Zendesk or Gorgias.

What we report each month.

  • Questions answered on its own, by topic
  • Cases passed to your team, and why
  • Answers that were wrong or unclear, and what we fixed
  • New questions worth adding to your help docs

Questions teams ask us.

Will it make promises we can't keep?

It only answers from your policies and the information you approve. Refunds and exceptions outside your rules go to a person.

Does it work in our help desk?

Usually, yes. It connects to Gmail or Outlook and common help desks. If yours doesn't allow connections, we tell you on the plan review call.

How does the hand-off work?

It passes the case to the right person with the whole conversation and what it already looked up, so the customer doesn't repeat themselves.