Build your Customer Support Agent

Automate customer inquiries, not just responses. Grow your customer satisfaction, not your wait times.

Transform Your Customer Support Experience

Our AI Customer Support Agent helps financial institutions deliver exceptional service while reducing operational costs

24/7 Availability

Provide instant responses to customer inquiries at any time, improving satisfaction and reducing wait times.

Consistent Experience

Deliver the same high-quality support experience to every customer, ensuring brand consistency and reliability.

Data-Driven Insights

Gain valuable insights from customer interactions to improve products, services, and support processes.

Triage, Inform, Resolve

Triage workflow example

Triage your service desk

Categorize your service desk requests and get them to the right place.

  • Receive request
  • Classify request
  • Route to appropriate team
Inform workflow example

Keep everyone informed

Autonomously communicate updates to stakeholders.

  • Send request acknowledgment
  • Provide status updates
  • Notify when issue is resolved
Resolve workflow example

Resolve

Ensure requests are resolved and logged.

  • Provide solutions to common issues
  • Escalate complex problems
  • Log resolution for future reference
Edit agent

Customer Support Agent

Responsible for triaging requests and providing customer support

Connected apps

Language model

Every agent is powered by a LLM that handles reasoning and communication. This defaults to GPT 4 if not set.

GPT 4 32k 0513

Connected triggers

Allow integrations to trigger tasks for your agent. For example, connect Gmail to trigger your agent via email.

Email support requests
Connected
Service desk integration
Connected

How your Customer Support Agent should work

Instructions

Describe the role and responsibilities of this agent. You can include examples of how it should respond to different types of tasks.

You are a customer support assistant. Your job is to receive customer inquiries, categorize them by type and urgency, provide immediate solutions for common issues, and escalate complex problems to the appropriate team. You should maintain a professional, helpful tone and ensure all customer interactions are logged for future reference.

Workflow builder

Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.

1
Triage
Receive and categorize customer inquiries by type and urgency
2
Inform
Acknowledge receipt and provide status updates to customers
3
Resolve
Provide solutions or escalate to appropriate team members

What your Customer Support Agent can do

Connected tools

Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.

Access knowledge base
Create support tickets

Ready to transform your customer support?

Join leading financial institutions that have reduced support costs by 40% while improving customer satisfaction.