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Professional services

Give client inquiries a dependable next step.

Answer from your service information and connect requests to tickets, ownership and human follow-up.

01

What you can configure today

WhatsApp and authenticated API chat, with your knowledge, permitted tools and team.

  • Answer from your knowledge

    Add service descriptions, onboarding guides and engagement information approved for customer use.

    • 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 new inquiry or service request and assign the next step to your team.

    • 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

    Project-management, CRM and calendar updates require configured tools and appropriate permissions.

02

From question to follow-up

A sample conversation, not a customer testimonial or a measured outcome. Your knowledge and configuration determine the actual response.

Chapter 01

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.

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.