Customer Insights Agent
Walk into every customer conversation with the full account picture.
Answers account questions with order history, issues, and next steps. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.
Works with the tools your team already uses
Demo coming soon
Watch the Customer Insights Agent in action
Where it starts
Start the workflow where the work begins
- 01
Slack message
A teammate asks in a team channel, and the Customer Insights Agent starts the workflow from that plain-language request.
- 02
On demand
Ask for the work when you need it, and the Customer Insights Agent starts from that request.
- 03
Connected business data
The agent reads the relevant records from connected systems so the result is based on the same data your team uses.
The impact
Walk into every customer conversation with the full account picture.
The workflow
How it works
How does the Customer Insights Agent help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.
- 01
Pulls orders and touchpoints for the account
Pulls an account's orders and interactions on request
- 02
Summarizes the relationship and anything open
Summarizes payment behavior and open balances
- 03
Flags issues worth raising
Flags open issues before a renewal or reorder call
- 04
Posts the brief where you asked for it
Suggests the next best step for the account
Key takeaways
Agent capabilities
Pulls an account's orders and interactions on request: Walk into every customer conversation with the full account picture.
Summarizes payment behavior and open balances: Walk into every customer conversation with the full account picture.
Flags open issues before a renewal or reorder call: Walk into every customer conversation with the full account picture.
See it on your workflow
See the Customer Insights Agent on your workflow.
Book a short demo and we'll show how this agent would handle work from your own process.