Keep the history
Earlier messages help a teammate see what the customer has already asked and tried.
When a conversation needs your team, bring the details with it. Help customers feel understood from the first reply to the next step.
The customer shared order #1042 and a photo. A teammate reviews the request and confirms the next step.
Ready for your teamEarlier messages help a teammate see what the customer has already asked and tried.
Customer information and attachments stay useful as your team reviews the request.
Approvals, policy exceptions and sensitive requests stay with the people responsible for them.
Connect your website, PDFs and business information. Start with what customers need to know.
Answer from our approved sources. Keep your tone friendly and direct. If you aren’t sure, say so and offer to involve the team.
Your voice, in every answerSet the tone and expectations for customer conversations. Keep your knowledge useful and current.
The customer shared order #1042 and a photo. A teammate reviews the request and confirms the next step.
Ready for your teamGive your team a shared place to assign, discuss and continue customer conversations.
Review the conversations your team handles and spot where your information can improve.
The shared workspace is designed to keep the conversation and customer context together.
No. Internal notes support your team’s work and should stay private.
The team reviews these requests and confirms the next step. The marketing examples do not demonstrate automatic financial approvals.
Your business information, your customer conversations and the people who handle them deserve care.
Keep customer information within the right organization.
Ground answers in the information your business provides.
Bring a person in for approvals and sensitive requests.
Build AI agents that deliver exceptional support at scale — across chat, email, and voice.