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Customer Agent

Answers for customers at any hour, with your team one step away

The Customer Agent answers questions from your help content and each customer’s records, in chat and email. It hands anything sensitive to a person, with the whole conversation attached.

The Customer Agent's conversations today: 312 conversations, 64% answered alone, beside a reply with the order and help article it used.
2 · From Customer Agent (opens in a new tab)

How it works

Quick answers, and a clean handoff when it matters

Set the topics it covers, the tone it uses and the moments it steps aside.

A topics card: order status and returns answered by the Customer Agent, billing disputes sent to a person.

Answers in chat and email

It replies in your customers’ channels using only your approved help content and their own records, and says so when it doesn’t know.

  • Only your approved content and records
  • Topics you choose, in your brand’s voice
  • Says so when it doesn’t know
Learn more about Service Hub
A handoffs card: six months of answered and handed-off conversations, each handoff with a summary.

Hands off with the whole story

When a question needs a person, it routes the conversation to the right queue with a summary, so nobody asks the customer twice.

  • A short summary with every handoff
  • The full conversation attached
  • Routed to the right queue
3 · From Customer Agent (opens in a new tab)

What’s included

What the Customer Agent can do

Every action stays inside the topics and permissions you choose.

  • Approved answers

    Replies only from the help content and records you allow.

  • Topic controls

    Choose the questions it takes and the ones it always hands off.

  • Order and account lookups

    Reads order, plan and account details from the Smart CRM.

  • Handoff summaries

    Gives people a short summary and the full conversation.

  • Your tone of voice

    Writes in your brand’s voice, in the customer’s language.

  • Review queue

    Shows every conversation, so your team can check and improve its replies.

DocsFrom the Hourglass documentation

The rest of your answer, from the docs

The site doesn't have a page for this yet, so here is the documentation, word for word.

Agents › Customer Agent › Handoffs and languages

Languages

The Customer Agent answers in 24 languages, including English, Spanish, French, German, Portuguese, Italian, Dutch, Japanese and Arabic. It replies in the language of the customer's message, and hands off in that language too.

Read the full guide in the docs (opens in a new tab)