Keep the next step visible
Answer the question the knowledge supports, then route any request that needs a person.
- The agent uses the sources and tools you enable.
- A teammate handles work outside the configured automation.
Route service questions with context.
Use approved service information for routine questions and pass account-specific requests to the responsible team.
What you can configure today
WhatsApp and authenticated API chat, with your knowledge, permitted tools and team.
Answer from your knowledge
Add product documentation, process guides and contact instructions your organization has approved.
- Add documents or URLs
- Link the knowledge base to an agent
- Set instructions for the questions it should handle
Track requests and handoffs
Record a service request and route it for human review, preserving the conversation context.
- Define ticket fields and status
- Assign work to your team
- Keep the conversation available for follow-up
Connect context you control
Configure HTTPS customer-data endpoints or approved MCP tools when your process needs external information. Agent access, customer identity and permissions still apply.
Confirm the workflow scope
This example does not provide financial advice, execute transactions or imply a regulated-system integration. Account data requires a configured, authorized connection.
From question to follow-up
A sample conversation, not a customer testimonial or a measured outcome. Your knowledge and configuration determine the actual response.
Match the product to your process.
Discuss your current requirements with our team. Additional channels and native business-system connectors are planned separately, with no release dates promised.