Skip to main content

What A Setup Engagement Covers

Everything we build, configure, and connect before handover.

A setup engagement is a one-time build with a defined scope. We configure your customer support system end to end, ground the AI agent in 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

Grounded in 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 resolve their own questions by searching 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.

Automations

The repetitive actions your team takes on every ticket, handled by the system.


The Two Builds

The scope differs by vertical.

  1. SaaS — AI-Led Resolution & Triage. Weighted toward self-service and triage. Enquiries arrive from prospects, customers, and existing accounts, and each needs a different path through your team.


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.

Did this answer your question?