Built for your question · 4 sections from 3 pages

Back to original

A page built for your question

1 · From Answer customers faster (opens in a new tab)

The support playbook

Four steps to faster first replies

One queue, one agent for the routine and people for everything else.

  1. Bring every channel into one queue

    Email, chat and forms in one help desk. Routing by topic, priority and skill.

  2. Let the agent take the routine

    The Customer Agent answers from approved content. You choose the topics it handles.

  3. Give people the full picture

    Orders, plan and history on every ticket. Summaries when the agent hands off.

  4. Fix the content gaps

    See which questions went unanswered. Write the missing articles once.

A handoff summary prepared by the Customer Agent: what the customer asked, what it checked and a suggested reply, with Send reply, Edit and Dismiss buttons.
2 · From Answer customers faster (opens in a new tab)

What changes

What customers and your team both feel

A Customer Agent card: six months of answered and handed-off conversations, 8,940 answered and 1,212 handed off.

What your service team notices

Customers get an answer to simple questions right away, and a person who already knows their story when it’s complicated.

Your team spends its day on the conversations that need judgment, and the knowledge base gets better every week.

Learn more about the Customer Agent
3 · From Hourglass for retail (opens in a new tab)

Retail

Built for stores, sites and everything between

Hourglass joins the channels your shoppers already move between.

A spring linen offer segment: shoppers who bought recently, whose favorite category is home and whose home store is Soho.

Offers based on what people buy

Segment by order history, favorite categories and home store, and send offers that match.

  • Segments from orders, categories and home store
  • Offers that match the last purchase
  • Approved before anything sends
Learn more about Marketing Hub
A care conversations card: six months of conversations answered by the agent and by people, with returns booked.

Care that knows the order

Agents and people see orders, deliveries and returns on every conversation, so answers come quickly.

  • Orders, deliveries and returns on every chat
  • Routine returns booked by the Customer Agent
  • Exceptions passed to your care team
Learn more about Service Hub
4 · 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.