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Customer Success

Multi-channel support and knowledge-driven resolution

Business problem

Support requests come from email, chat, and portal; agents lack a unified view and repeat answers that already exist elsewhere.

Impact when solved

Higher first-contact resolution and CSAT; lower handle time and consistent answers.

Solution (3–6 steps)

  1. Unify tickets and conversations into one queue with customer and product context.
  2. Suggest answers from a curated knowledge base; escalate complex or at-risk accounts.
  3. Validate sensitive responses (refunds, credits) with a human; update CRM and knowledge base.
  4. Track resolution and feedback to improve content and routing.

Control points

  • SLA and priority rules by segment
  • Mandatory validation for compensation and exceptions
  • Full log of responses and escalations

Success indicators

  • First contact resolution
  • Average handle time
  • CSAT and escalation rate

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