Platform

Everything your agents need. One screen.

When a conversation needs a human, they get the full picture — conversation history, customer context, AI-suggested responses, and one-click actions.

Workspace3 open
Sarah LindqvistWhere is my refund?
Email
Any update on my refund from last week?
Checking now — one moment, Sarah.
Write a reply…Ask Sidekick
The workspace

The full conversation, in context

One threaded timeline with customer messages, AI responses before handover, internal notes, call transcripts, and attachments — all inline. Agents see exactly where the AI left off and pick up without the customer repeating anything. Keyboard shortcuts keep everything fast for teams handling dozens of conversations a day.

  • Reply — Enter
  • Assign — A
  • Tags — T
  • Mark Done — D
Workspace3 open
Inbox
Where is my refund?Sarah L.
Change delivery addressTom R.
Reset my passwordAda K.
Sarah LindqvistPro planLTV $2,480
Any update on my refund from last week?
Suggested replyYour refund of $89 posted today — 3–5 days to your card.
Full context

Know who you're talking to

Contact details, customer tier, VIP badges, conversation history, and custom fields — all in a sidebar that updates in real time. One-click actions to call, email, or open the CRM record without leaving the workspace. The information that matters to your business is always visible, never stale.

CustomerProfile
Sarah LindqvistPro planCustomer since 2023
Open conversation
TagsVIPBillingEU
Interaction timeline
Refund issued — $892d ago
CSAT 5/5 — “Super fast”1w ago
Upgraded to Pro plan3w ago
LTV $2,480

AI-powered suggestions, right in the workflow

Sidekick generates thread summaries, drafts responses grounded in your knowledge base, and detects entities like order IDs and tracking codes — all without getting in the way. Agents accept, tweak, or ignore suggestions. Confidence thresholds are tunable per-team, so each group controls how aggressively the AI assists.

Agent StudioTeam
Your AI team4 agents
Billing AgentRefunds & invoices
Active
Tech AgentTroubleshooting
Online
Orders AgentShipping & returns
Online
Sales AgentPlans & upgrades
Training
Team of 6

Rich email, built in

A full rich-text editor that opens inline — templates, drag-and-drop attachments, CC/BCC, and the entire thread visible while you compose. The email goes out, the reply lands back in the same conversation. No mail client switching, no lost context.

InboxOne queue
EmailWhatsAppSMSChatVoice
WhatsApp
Is my order shipped yet?
Tom R.
Email
Where is my refund?
Sarah L.
Chat
Can I change my plan?
Ada K.
SMS
Reset my password
Leo M.
5 channels, 1 inbox

Consistent answers, instantly

Reusable templates with dynamic variables that fill in automatically — agent name, order number, company. Open the snippet picker with a keystroke, search, and insert without touching the mouse. Shared libraries keep the brand voice consistent; personal snippets let agents pin the replies they send most.

Knowledge baseSearch articles
How do refunds work?
RefundsUpdated 2d ago
Ask AI
Refunds return to the original payment method within 5–10 business days.Orders are eligible for up to 30 days after delivery.
Agents cite this article 214×/weekTop source for billing conversations.
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