🎧 Customer Support
Customer Support Agent
Takes the everyday questions off your team’s plate: orders, returns, accounts, troubleshooting. It gives clear step-by-step fixes and knows when to send someone to a human.
- Numbered, easy-to-follow instructions
- Acknowledges frustration before solving
- Hands off sensitive issues to your team
- Links the help page behind every answer
My discount code isn’t working at checkout
Sorry about that! A couple of quick checks:
1. Codes are case-sensitive, so try all caps.
2. Each code works on full-price items only.
Still stuck? Our team can apply it manually.
1. Codes are case-sensitive, so try all caps.
2. Each code works on full-price items only.
Still stuck? Our team can apply it manually.
💼 Sales
Sales & Lead Agent
A low-pressure advisor for your pricing and product pages. It works out what a visitor needs, recommends the right option honestly and invites serious buyers to leave their details.
- Asks a clarifying question when needs are vague
- Recommends plans or products from your content
- Built-in email capture at the right moment
- Sends leads to Slack, your CRM or a webhook
We’re a team of 6. Which plan makes sense?
For six people, Team is usually the sweet spot: it includes shared inboxes and up to 10 seats. Want a tailored quote? Drop your email and we’ll send one today.
🧭 Onboarding
Onboarding Guide
Helps new customers get value quickly. It explains setup in plain language, breaks tasks into small steps and always suggests what to do next.
- Assumes no prior knowledge
- Short, sequenced setup steps
- Points to the right guide or video
- Reduces “how do I…” tickets in week one
How do I connect my calendar?
Easy! Go to Settings → Calendars, click Connect and sign in with Google or Outlook. Once it’s linked, the next step is setting your working hours.
🏢 Internal
Internal Knowledge Agent
Your handbook, SOPs and policies, answerable in seconds. Staff get precise answers with the source document cited, instead of hunting through shared drives.
- Quotes exact figures and deadlines
- Always cites the document used
- Says so when a policy isn’t documented
- Lock it to your intranet with allowed domains
How many days do I have to submit expenses?
Expenses must be submitted within 30 days of purchase, with receipts attached. 📄 Expense Policy v3