Use case

Service

Resolve customer and employee requests end to end, on every channel, without growing queues.

One service operation for customers and employees: omnichannel intake, cases, knowledge, self-service portals, AI agents that complete the action, and SLAs your teams control.

Customer service and CXHR and IT service desksShared-service centers
How it works

Service, step by step.

Each step shows what the AI agents do, the applications your team works in, the workflows that keep it controlled and what you track. People approve what matters; everything lands in one audit trail.

1

Know who is asking and what they need

Customer or employee, history, entitlement and intent on any channel.

AI does the work

Service AI AgentUnderstands customer and employee requests on chat, email, WhatsApp and voice, and completes eligible actions such as refunds, bookings, access requests and updates through connected systems.

Your team works in

Omnichannel InboxEmail, chat, WhatsApp, social, voice and web forms in one queue.

You track
Volume and contact reasons
2

Resolve routine requests instantly with self-service

Knowledge and portal journeys resolve routine requests instantly.

AI does the work

Knowledge Resolution AI AgentAnswers questions from approved knowledge with sources, and drafts new articles from resolved cases where answers are missing.

Your team works in

Knowledge BaseArticles, policies and answers for people and AI.

Self-service PortalsBranded portals for customers and employees to request and track.

3

Complete the request in your systems, end to end

Refunds, bookings, access, updates and documents done in connected systems.

AI does the work

IT Support AI AgentTroubleshoots common IT issues in conversation, performs password resets and access requests through approved actions, and escalates with diagnostics.

Email Triage AI AgentReads incoming emails and attachments, classifies intent, priority and sentiment, extracts key details, and creates or updates the right case.

Your team works in

Service CatalogRequest types for HR, IT, facilities and customer services.

Workflows

Complaint and escalationClassify, route, resolve and confirm within SLA.

Refund, return and goodwillWithin policy limits and approvals.

Access and asset requestsApprove, fulfil and record.

Employee onboarding and offboardingAccounts, assets, access and policies.

You track
AI resolution rate
4

Route exceptions to specialists within SLA

Approvals and specialist work with full context and SLA.

AI does the work

Agent Assist CopilotSummarizes the conversation and history for staff, suggests replies and next steps from knowledge, and fills case fields automatically.

Your team works in

Case ManagementCases, tasks, SLAs, escalations and ownership.

Agent WorkspaceOne screen with the person, history and next best action.

You track
SLA and first-contact resolution
5

Confirm resolution and improve answers

Outcome confirmed, quality scored and knowledge updated.

AI does the work

Service Quality AI AgentReviews every conversation for resolution, policy and tone, scores quality, and identifies coaching themes and knowledge gaps.

Workflows

Feedback and survey follow-upDetractors called back automatically.

You track
CSAT and quality
Connects toEmail, WhatsApp, chat, voice, socialHRIS and ITSMERP and CRMIdentity and directory
See the full list of what's included Applications, AI agents, workflows and reports

Business applications

6
  • Omnichannel InboxEmail, chat, WhatsApp, social, voice and web forms in one queue.
  • Case ManagementCases, tasks, SLAs, escalations and ownership.
  • Self-service PortalsBranded portals for customers and employees to request and track.
  • Knowledge BaseArticles, policies and answers for people and AI.
  • Service CatalogRequest types for HR, IT, facilities and customer services.
  • Agent WorkspaceOne screen with the person, history and next best action.

AI agents

6
  • Service AI AgentUnderstands customer and employee requests on chat, email, WhatsApp and voice, and completes eligible actions such as refunds, bookings, access requests and updates through connected systems.
  • Agent Assist CopilotSummarizes the conversation and history for staff, suggests replies and next steps from knowledge, and fills case fields automatically.
  • Knowledge Resolution AI AgentAnswers questions from approved knowledge with sources, and drafts new articles from resolved cases where answers are missing.
  • Email Triage AI AgentReads incoming emails and attachments, classifies intent, priority and sentiment, extracts key details, and creates or updates the right case.
  • IT Support AI AgentTroubleshoots common IT issues in conversation, performs password resets and access requests through approved actions, and escalates with diagnostics.
  • Service Quality AI AgentReviews every conversation for resolution, policy and tone, scores quality, and identifies coaching themes and knowledge gaps.

Workflows

5
  • Complaint and escalationClassify, route, resolve and confirm within SLA.
  • Refund, return and goodwillWithin policy limits and approvals.
  • Employee onboarding and offboardingAccounts, assets, access and policies.
  • Access and asset requestsApprove, fulfil and record.
  • Feedback and survey follow-upDetractors called back automatically.

Reports & dashboards

4
  • Volume and contact reasonsBy channel, team and request type.
  • SLA and first-contact resolutionMet, at risk and breached.
  • AI resolution rateRequests completed without a person.
  • CSAT and qualityScores and coaching themes.

Often combined with

Each use case is one line on your quote. Users are licensed once across all of them.

Add an industry pack

Industry packs add sector-specific applications, AI agents and reports on top of this use case.

Included with every subscription

Every use case runs on one platform, with one data model, one set of users and one audit trail.

See Service running with your systems.

Price it with your company size, users and usage in two minutes, or book a walkthrough on your own process.