Full account context, before the first reply.
The context layer syncs everything that makes a B2B ticket resolvable — so the agent isn't guessing from the message text alone.
- CRMAccount stage, owner, ARR, and renewal date pulled in on every conversation.
- BillingPlan, seat count, invoices, and plan-limit status so entitlement questions answer themselves.
- UsageProduct telemetry reveals what the customer actually did before they wrote in.
- HistoryPast tickets and your knowledge base ground every answer in your own words.
- StageCustomer · renews in 21 days
- ARR$42,000
- PlanGrowth · 34 / 40 seats used
- UsageLogins ↓ 38% over 30 days
- SignalChurn risk
Resolve autonomously — or draft for a human.
The agent works the frontline; the copilot works beside your team. Correctness over speed, every time.
Confidence-gated resolution
The AI agent loads full account context and only resolves a conversation when it has high confidence in a complete, correct answer.
Cited drafts for your team
When a conversation needs a human, the copilot writes a complete, tone-matched draft with sources cited inline — edit and send in seconds.
One shared inbox
Email, chat, in-app, Slack Connect, and WhatsApp in a single queue — same automations, same SLAs, same agent reading every message.
Article creation from resolutions
Every resolved conversation can become a knowledge-base article automatically, so your docs improve as the agent works.
Actions, not just answers
The agent can take real actions — update a subscription, apply a credit, trigger a workflow — instead of only deflecting FAQs.
Grounded in your data
Answers are grounded in your knowledge base and ticket history — never invented — so you can trust what customers are told.
Connect the stack that resolves B2B tickets.
The context layer trains on the tools you already run — knowledge base, CRM, billing, product analytics, and revenue intelligence.
CRM & deals
HubSpot · Attio · Salesforce
Billing
Stripe · Chargebee
Product analytics
PostHog · Amplitude
Conversations
Slack · Gong · WhatsApp
Knowledge base
Your docs, help center, past tickets
Channels
Email · Live chat · In-app · Slack Connect
Integration names are representative of the categories the context layer connects — swap in your finalized partner list.