Customer ops agent
Tickets get routed by hand and calls slip to voicemail — and to competitors.
Customer operations · agent spec
Manual pain
Tickets get routed by hand and calls slip to voicemail — and to competitors.
Action 01
AI front desk: voice, email, WhatsApp, web
Action 02
Triage, sentiment, proactive follow-up
Action 03
Warm human escalation with full context
01
workflow owner
03
agent actions
100%
reviewable by design
Live
handoff-ready system
From documents in to decisions out.
Each agent starts with a small set of operating actions, clear escalation, and visible ownership.
The pipeline
Answer
Calls, emails and messages get an immediate, on-policy first response.
Triage
Each request is classified: answer now, gather information, or escalate to a human.
Resolve
Routine requests are handled end-to-end with the account context loaded.
Hand off
Anything ambiguous goes to your team warm: transcript, context and suggested next step attached.
Log
Every interaction lands in the system of record.
Agent actions
AI front desk: voice, email, WhatsApp, web
Primary automation path.
Triage, sentiment, proactive follow-up
Context and exception handling.
Warm human escalation with full context
Outcome and handoff layer.
What it reads, does and shows
Reads
- Calls, emails, WhatsApp and web chat
- Ticket and order history
- Your policies and FAQs
Does
- Answers routine requests end-to-end
- Escalates edge cases with full context
- Keeps the CRM current without manual data entry
Shows
- A unified inbox with status per conversation
- Warm-handoff packets for your team
- Interaction logs in your CRM
Connects to
What changes once the agent runs the workflow.
Missed contacts
Voicemail and unread inboxes after hours
Every contact answered and logged
Escalations
Cold transfers, context lost
Warm handoff with transcript and suggested next step
Records
CRM updated when someone remembers
Every interaction logged automatically
Production means the team can trust it.
The system is designed with human review, evaluation, auditability, permissions, and monitoring before expansion.
Human-in-the-loop stays visible.
The agent handles the repetitive path. People still own approvals, exceptions, and high-risk decisions.
Evaluation harness
Exception queue
Access controls
Operating runbook
Proof signal
One front desk across every vertical — a human stays in the loop on every escalation.
Start the customer operations workflow audit.
Bring one workflow your team still handles manually.