Refunds and credits
A limit per agent, and an approval above it.
The product
The Queue


Live, waiting and resolved, sorted by what waited longest.
Two negative turns in a row, and a person has the thread.
The board narrows to what needs a person, so nobody scrolls past the agent’s work.
Agent Builder


Branch on what a customer actually wants, not on the keywords they typed.
Toggles for handoff, recording, refunds and advice, set once per agent.
Publish once and every channel takes the change at the same moment.
Analytics


Resolution, CSAT and first response, read for each channel on its own.
Why threads reach a person, ranked by how often each reason comes up.
Take the numbers as a file, or pipe them straight to your warehouse.
Knowledge


Help center articles, policies, docs and live order data, kept in sync.
What questions your sources answer, and what they miss.
Every answer names the source it came from, so a person can check it.
Channels


Your own phone numbers, your email sender and your shared inbox.
Voice notes, photos and receipts handled in the thread.
One thread follows the customer across every door they come through.
Billing


Conversations and agents against the plan, updated as they happen.
Every invoice and receipt in one list, whether paid or still due.
Move up or down a plan from the dashboard, on any day of the month.
Guardrails
A limit per agent, and an approval above it.
Medical, legal and financial questions go to a person.
Every action logged with the turn that caused it.