Automate support engineering work across your internal systems.

Refund request → verify identity, evaluate every subscription against policy, refund the eligible ones and explain the rest in the same reply.

Zendesk Stripe GraphQL Also works with Recurly Also works with Chargebee Also works with Zuora Also works with Braintree + any API

Billing ticket → classify against the refund-type decision tree, look up subscription state, execute or route to the right tier.

Zendesk Recurly Salesforce Also works with Stripe Also works with Chargebee Also works with Zuora Also works with Braintree + any API

Duplicate subscriptions → disambiguate with a dropdown built live from the API response, confirm intent, merge, reconcile billing.

GraphQL payments Zendesk Also works with Stripe Also works with Recurly Also works with Chargebee Also works with Zuora + any API

Unrecognised charge → retrieve the transaction, resolve the plan and period, check proration and trial conversion, answer in plain language.

billing payments Also works with Stripe Also works with Recurly Also works with Chargebee Also works with Zuora + any API

Deletion request → verify identity, run pre-deletion checks for active subscriptions, balances and retention obligations, execute or return the blocker.

Freshdesk identity billing Also works with Stripe Also works with Recurly Also works with Chargebee Also works with Zuora + any API

Ticket created → read the content rather than the submitted category, classify true intent, answer or reclassify and route.

Zendesk Also works with Zendesk Also works with Freshdesk Also works with Intercom Also works with Salesforce Service Cloud + any API

Case created → score genuine vs junk, bucket into general, reseller or technical, apply bucket-specific handling.

Salesforce Also works with Zendesk Also works with Freshdesk Also works with Intercom Also works with Salesforce Service Cloud + any API

Classified case → match to product pillar, check entitlement and availability, route, and attach the research the agent would have done.

Service Cloud knowledge Also works with Zendesk Also works with Freshdesk Also works with Intercom Also works with Salesforce Service Cloud + any API

Ticket arrives → read customer data, diagnose against known failure patterns, send the first reply, score the output, tune on supervisor feedback.

Zendesk customer data Also works with Freshdesk Also works with Intercom Also works with Salesforce Service Cloud Also works with HubSpot + any API

Technical case → identify the environment, pull the logs, run first-pass analysis against known signatures, attach the diagnosis before a human opens it.

Salesforce Splunk product API Also works with Datadog Also works with Sentry Also works with New Relic Also works with Grafana + any API

Question in the widget → fetch the transaction and decline reason across systems, analyse against rules and history, answer live in the same session.

widget rules engine ledger Also works with Datadog Also works with Splunk Also works with Sentry Also works with New Relic + any API

Known error detected → surface the workaround in-product before contact, auto-create the engineering ticket, pre-investigate in monitoring.

Datadog Jira Freshdesk Also works with Splunk Also works with Sentry Also works with New Relic Also works with Grafana + any API

Widget opens on a page → the workflow fires automatically and answers the question the customer was about to ask.

widget SDK any backend Also works with Datadog Also works with Splunk Also works with Sentry Also works with New Relic + any API

Entitlement request → check the requester against the authorized-contact list on the account record, confirm tier, allow self-serve or route.

Salesforce Also works with Okta Also works with Auth0 Also works with Duo Also works with OneLogin + any API

Can't authenticate → verify by text, confirm against the identity record, issue the enrolment reset link or release the risk lock — on chat and phone alike.

Duo directory Amazon Connect Also works with Okta Also works with Auth0 Also works with OneLogin Also works with Ping Identity + any API

Locked-out customer → collect evidence, hand off to the identity-verification provider by API, act on the verdict, log the decision.

Checkr / Persona account Also works with Okta Also works with Auth0 Also works with Duo Also works with OneLogin + any API

“Why can’t I access my account?” → look up suspension status and the actual reason, return the specific unblock path rather than a generic article.

operational CRM Freshdesk Also works with Okta Also works with Auth0 Also works with Duo Also works with OneLogin + any API

Any ticket → attempt end-to-end resolution; where it can't complete, draft the agent note and customer reply in-ticket with every lookup already done and cited.

Zendesk any backend Also works with Confluence Also works with SharePoint Also works with Google Drive Also works with Notion + any API

Agent opens a case → search every knowledge location at once, autocomplete the reply, surface the internal doc they'd otherwise hunt for.

SharePoint Drive Confluence Also works with Google Drive Also works with Notion Also works with Guru Also works with Document360 + any API

Workflow can't or shouldn't finish → choose the handover — human, ticket, embedded page, email, phone — and carry the full context and everything already checked.

Zendesk Freshdesk Jira Also works with Confluence Also works with SharePoint Also works with Google Drive Also works with Notion + any API

Daily schedule → pull tickets from ITSM and the engineering tracker plus the related docs, analyse, prioritise, publish a bottleneck report to Slack or email.

ServiceNow Jira Confluence Also works with Salesforce Also works with Gainsight Also works with Slack Also works with Microsoft Teams + any API

Batch of new reviews → attach store context, triage by type, draft a regionally native reply, route for approval, escalate incidents without replying.

review APIs store directory Slack Also works with Salesforce Also works with Gainsight Also works with Microsoft Teams Also works with Jira + any API

New customer signs → send structured pre-work, read the replies, extract the data, map it to named CRM fields via a defined API call, human confirms before write.

Gainsight email Salesforce Also works with Slack Also works with Microsoft Teams Also works with Jira Also works with Asana + any API

Document arrives → extract, apply business rules, weight priority by value and due date, assign to queue, release the worker on approval waits.

Power Automate RPA fleet on-prem Also works with Salesforce Also works with Gainsight Also works with Slack Also works with Microsoft Teams + any API

Batch of call recordings → transcribe, find where documented knowledge diverges from what agents actually said, propose the articles that close the gap.

recordings knowledge base Also works with Salesforce Also works with Gainsight Also works with Slack Also works with Microsoft Teams + any API

Release ships → cross-reference the corpus, identify every affected article, draft the updates, route through review, publish to the CMS.

release notes Contentful Teams Also works with Salesforce Also works with Gainsight Also works with Slack Also works with Microsoft Teams + any API

Every deployment → build the source-of-truth list, drop no-index and low-traffic pages, push to the catalog by API, verify the sync landed, alert on drift.

Catalog API Drive Slack Also works with Salesforce Also works with Gainsight Also works with Microsoft Teams Also works with Jira + any API