A setup engagement is a one-time build with a defined scope. We configure your system end to end, train the AI agent on your business, connect it to the tools you already run, and hand it over working.
What We Build
Component | What it covers |
Unified inbox | Every channel your customers reach you on lands in one place, structured around how your team works. Views, permissions, assignment rules, and workflows configured to your team. |
AI Agent | Trained on your help content, policies, past conversations, and tone. Resolves what it can answer accurately, escalates the rest with full context attached. |
Knowledge Base & Help Center | Built from your existing content, written from scratch where you don't have it. Serves your customers, who search it, and your AI agent, which learns from it. |
Routing & Escalation | Conversations reach the right person on the first pass. Logic mapped to your team structure, your SLAs, and the distinctions that matter in your business. |
Integrations | Your CRM, billing, and internal tools. For ecommerce, live store data sync so support sees orders, shipping, and fulfilment inside the conversation. |
Automations | The repetitive actions your team takes on every ticket, handled by the system. |
The Two Builds
The scope differs by vertical.
B2B and SaaS — AI Resolution & Triage. Weighted toward triage and routing. Enquiries arrive from prospects, customers, and existing accounts, and each needs a different path through your team.
Ecommerce — Store-Synced Support. Weighted toward order data. Most enquiry volume is order-related, so the system resolves it against live store data.
What It Doesn't Include
Add-ons sit outside the base scope: in-chat refunds, returns, and order edits for ecommerce; custom integrations with tools that lack a native connection; migration of large historical ticket archives. We price these separately and flag them during scoping.
Handover
At launch you get a walkthrough with your team, documentation covering your configuration, and a period where we stay close while the system settles.
From there, you can manage the system yourself or move to Managed Support.
💬 Still Have Questions?
Need more help? Our team responds to every message within 24 hours. Start a conversation and we'll point you in the right direction.