Support ticket automation, onboarding flows, and renewal reminders.
Tier-1 agents handle 'How do I reset my password?' 200 times a day. Your best engineers are stuck on escalations.
New sign-ups get a welcome email and then nothing. Activation rates are 30%. Most never see value.
Contracts expire and nobody noticed. By the time sales calls, the customer has already evaluated alternatives.
You shipped 5 new features last quarter. Usage data says 90% of customers haven't tried any of them.
End-to-end automation — from first message to follow-up.
User reports 'Can't login to dashboard'
AI troubleshoots: checks account status, suggests password reset, verifies 2FA
Ticket created and tracked
If unresolved, AI creates a ticket, assigns priority, and notifies the right team
Onboarding step 3 reminder
New user hasn't completed setup: 'You're 60% done! Next: connect your data source.'
Feature announcement
Targeted: 'You use reports daily. Try our new auto-export feature — saves 2 hours/week.'
Renewal reminder 45 days out
Subscription expiring: usage summary, ROI highlights, and renewal link with early-bird discount
NPS survey
Quarterly NPS check: 'How likely are you to recommend us? Reply 0-10.' Detractors trigger CS outreach.
L1 Troubleshooting
Activation & Adoption
Renewals & Growth
Connect helpdesk system (Freshdesk/Zendesk)
Connect WhatsApp Business number and email
Upload knowledge base and FAQ content
Configure onboarding steps and renewal schedule
Go live — AI handles support and lifecycle
Start with the IT Services & SaaS template. Go live in under 30 minutes.