Original page
Customer Agent
What’s included
Replies only from the help content and records you allow.
Choose the questions it takes and the ones it always hands off.
Reads order, plan and account details from the Smart CRM.
Gives people a short summary and the full conversation.
Writes in your brand’s voice, in the customer’s language.
Shows every conversation, so your team can check and improve its replies.
How it works
Set the topics it covers, the tone it uses and the moments it steps aside.
It replies in your customers’ channels using only your approved help content and their own records, and says so when it doesn’t know.
When a question needs a person, it routes the conversation to the right queue with a summary, so nobody asks the customer twice.
Add help articles, policies and read-only order and account data.
Pick the questions it answers and the ones it always hands to a person.
Every conversation lands in the review queue, so your team can improve it.
Customer stories
How a hardware and software platform lets the Data Agent flag the trials that are ready to talk.
Illustrative story for this demo.
“Product usage sits right next to every trial in the CRM. The Data Agent flags the accounts that are ready to talk, and our reps reach them while they are still in the product.”
Noor Siddiqui
VP of Growth, Arduino
29%
more trials converted to paid
2x
faster lead routing
This page has no blocks to explain.
The last 30 days of chat questions: how well the website answered them, and the gaps that keep coming back.
Open Content Intelligence ↗Pick a company, then a person, to see how each page changes for their role and industry. The companies are real; the people are fictional.
People
Customer Agent
Learn more
