Description
Customerly introduces an AI agent designed to transform Zendesk support from mere replies to complete ticket resolution. Unlike traditional AI agents that are limited to answering FAQs, Customerly's AI is built to take action. It integrates deeply with your systems, accessing knowledge bases, billing information, and customer data to understand and address customer needs comprehensively.
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This advanced AI agent can autonomously handle a wide range of tasks, including recovering potential churns or processing refunds when customers express dissatisfaction. It offers alternatives, solutions, and incentives, and if these measures are insufficient, it has the capability to process a refund directly, thereby reducing the burden on human agents and improving customer retention.
Customerly's AI is also designed with self-awareness, knowing when to escalate an issue to a human expert. This ensures that complex or sensitive cases are handled by the appropriate personnel, while still allowing the AI to manage the majority of routine inquiries. This intelligent escalation process frees up human agents to focus on more intricate problems and strategic improvements to the overall support process.
Breaking down communication silos, Customerly's AI operates seamlessly across multiple channels, including live chat, email, WhatsApp, Facebook Messenger, and mobile applications. This unified approach contrasts with systems that can only process one channel at a time, providing a more cohesive and efficient customer experience. The platform offers a suite of tools including Messaging, Live Chat, NPS, and Help Center, all integrated and supported by a dedicated team to ensure optimal usage.
The AI agent is built for industries such as SaaS, Fintech, and EdTech, promising significant cost reductions and savings. Its direct integration capabilities connect with billing, product, and customer systems, enabling real actions rather than just providing information. The AI features built-in decisioning, allowing it to determine the best course of action, data to use, and when to escalate, all without constant manual rule adjustments. Its intent-based resolution understands the customer's desired outcome and completes the request, and it supports multi-step workflow automation for end-to-end process handling.
- CategoryAI Support Chatbots
- Pricing ModelCredit-based
- DeploymentCloud
- PlatformsWeb
Customerly AI Agent's Core Features
End-to-end ticket resolution
Accesses all customer data for comprehensive understanding
Autonomous churn recovery and refund processing
Intelligent escalation to human agents
Multi-channel support (live chat, email, WhatsApp, etc.)
Direct integration with billing, product, and customer systems
Built-in decisioning for automated actions
Intent-based resolution of customer requests
Multi-step workflow automation
Analysis of AI conversation triggers and knowledge base usage
Reduces support costs
Improves customer satisfaction
Qualifies inbound leads automatically
How to use Customerly AI Agent?
Connect: Integrate Customerly with Zendesk and your core systems.
Define: Work with Customerly to define processes for each request category.
Automate: Pick your first use cases and let the AI handle tickets.
Roll out: Expand automation across your organization as it proves reliable.
Optimize: Continuously refine AI performance with ongoing support.
Customerly AI Agent's Use Cases
- Ticket Resolution
- Churn Recovery
- Refund Processing
- Lead Qualification
- Multi-channel Support
- Workflow Automation
- Data Integration
