Client service · Live demo
Customer support inbox
Answers customer emails and chats about seats, settings and workflows from the help docs and each customer's account, and hands bugs to the support team.
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The problem
Most tickets from customer admins are how-do-I and account questions. They queue behind real bugs, so a client onboarding manager waits an hour for a two-line answer and the support team never gets ahead.
How it works
- Reads every email and chat that comes into the support inbox
- Matches the sender to their workspace, plan, seats and admin
- Answers how-to and account questions from the help docs and the account's own records
- Opens a ticket with full details for bugs, outages and billing corrections
- Tags every conversation so the product team can see what customers ask most
What it connects to
- PriyaHi, I'm trying to add a new onboarding coordinator and it says we've hit our user limit. Also, the signature step on our New corporate client workflow has disappeared.
- AgentHi Priya, thanks for getting in touch. Linden Row is using all 120 of its paid seats, so your workspace admin, Ben Lacey, can add one under Settings, then Billing. It's $59 a month per seat, prorated to your renewal date.
- PriyaOK, I'll ask Ben. What about the signature step?
- AgentThat workflow was edited yesterday and its signer field was removed, which hides the signature step. Adding the signer field back under Workflows, then Edit, brings it back. I've also logged ticket SUP-4418 in case it doesn't, and support will reply within one business hour.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Partner and reseller onboarding
Walks newly signed partners and resellers through their onboarding checklist, answers program questions and books their enablement session.
Trial follow-up
Follows up trial workspaces based on what each team has actually done, and books help for the ones that have stalled.
Renewal and save calls
Calls customers whose renewal is close and whose usage has dropped, finds out why, and offers the agreed fixes before they cancel.
Want this agent in your business?
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