Marketing
Customer Agent

Resolve content questions fast

An AI customer agent that answers with approved knowledge, captures context, performs permitted actions, and hands off to your team when needed.
A chat interface with AI agent responding to customer questions, showing a seamless handoff to a human agent's inbox.

Turn your content into instant help.

Connect articles, product docs, and policies so customers get precise, cited answers in seconds. The agent reduces ticket volume, increases satisfaction, and frees your team for complex work while keeping responses accurate and on brand.

Knowledge that stays accurate

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Trusted sources

Use your approved knowledge base, docs, and FAQs as the single source of truth to ground every answer.

Automatic sync

New or edited content is picked up quickly so answers reflect your latest guidance, pricing, and policies.

Context awareness

Tailor guidance using plan, region, lifecycle stage, and product details stored in CRM.

Multilingual readiness

Answer in the customer’s language when localized articles are available.

A chat window with an AI agent providing instant, accurate answers from a knowledge base, with an option to escalate to a human.

From answers to actions

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Workflow triggers

Kick off approved flows like returns, password resets, refunds, or appointment requests.

Structured intake

Collect required fields (account ID, device, error code) and write them to ticket properties.

Form fills and updates

Validate inputs, update CRM records, and reduce back-and-forth before any handoff.

A clean UI showing a form or dashboard with fields for customer info and a button to trigger automated workflows like refunds or resets.

Seamless human handoff

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Escalate based on intent, sentiment, or policy. Route to the right queue using skills, language, or priority. Transfer full chat history, captured fields, and a concise summary so agents start with context and resolve faster.

A busy agent inbox showing a chat in progress, with clear options to transfer to another agent, along with a summary of the conversation.

Measure and improve

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  • Deflection and containment by topic to see what’s resolved without humans.
  • Answer quality feedback loops to flag gaps and refine content.
  • Time-to-first-response, resolution time, and CSAT to quantify impact.
A dashboard showing charts for deflection, resolution times, and CSAT scores, with a section for content feedback.

Have a question for our sales team?

Give us a call and we'll walk you through it.

Frequently asked questions

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