Service and conversations

Keep the conversation—and the context—moving.

Bring website questions, support work and customer conversations into a connected process, with knowledge-grounded assistance and a clear path to your team.

Inside the workflow

Make each handoff legible.

01 /

Webchat Widget

Answer site questions using configured knowledge, capture interest and offer a relevant next step.

02 /

Support Agent

Triage tickets, draft grounded responses, surface macros and route work to staff.

03 /

Customer continuity

Keep conversation history, ticket context, portal activity and feedback available to the right people.

Walk through the process

From context to recorded work.

Support policy, escalation rules, knowledge quality and staff availability shape the workflow. A draft response is not a resolved ticket.

  1. A visitor asks a question

    The Webchat Widget identifies its AI role and uses the configured site knowledge.

  2. Ground the answer

    Provide relevant context or make uncertainty explicit.

  3. Connect the inquiry

    Capture details with an appropriate privacy notice and link the inquiry to the customer process.

  4. Hand off to a person

    Route complex questions to a configured human or support queue.

Continue exploring

Keep the next step connected.

A human handoff

Keep uncertainty visible.

If knowledge does not support an answer, route the question to the configured team. Carry the original inquiry, relevant record context and proposed response into the handoff so a person can pick up the thread.

Your next step

See your customer workflow, connected.

Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.