B2B and SaaS support carries a mix that most helpdesks handle badly. A trial user asking how a feature works, an enterprise account reporting a bug, a prospect asking about pricing, and a churning customer asking to cancel all arrive in the same inbox. Each needs a different person and a different urgency.
This build is weighted toward getting each one to the right place, and resolving the ones that don't need a person at all.
Resolution
The AI agent answers the questions your documentation already covers, and the ones it should cover but doesn't yet.
In practice this handles a large share of product questions, setup and configuration queries, billing and plan questions, and integration troubleshooting. The agent is trained on your help content, your product documentation, your policies, and your past conversation history, so it answers in your language rather than in generalities.
Triage
Enquiries that need a person get classified before they reach one. The agent identifies:
Signal | What the system does |
Who is asking | Prospect, trial user, paying customer, or enterprise account, matched against your CRM |
What they need | Support issue, billing question, sales enquiry, or cancellation |
How urgent it is | Severity assessed against your definitions, with priority accounts flagged |
What context matters | Plan, account value, open tickets, and conversation history attached to the ticket |
Your team opens a conversation that's already sorted.
Routing
Classified conversations reach the right destination. Support issues to support, billing to finance, expansion signals to your account team, cancellations to whoever owns retention.
We map this to your team structure and your SLAs. Enterprise accounts can bypass the queue. Bug reports can open a ticket in your engineering tracker. Sales enquiries can create a lead in your CRM with the conversation attached.
Integrations
The build connects to the systems your team already works in, so context flows both directions. Common connections:
CRM — account data enriches the conversation, and conversations write back to the record
Billing — plan, invoice, and payment status visible inside the ticket
Engineering tracker — bug reports become tickets without a copy-paste
Internal tools — anything with a native connection, plus custom work where needed
What Your Team Is Left With
The judgement calls. Technical investigation, relationship conversations, negotiation, and the exceptions no system should be guessing at. Everything reaching them arrives sorted, contextualised, and routed.
Security posture
The platform we build on holds SOC 2 Type II and ISO 27001 certification, with GDPR compliance.
💬 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.