First, connect every channel where customers reach you. The AI triages them all from one unified inbox — no more switching between Gmail, WhatsApp, Facebook, and your website chat.
Supported: Gmail, Outlook, WhatsApp Business, Facebook Messenger, Instagram DMs, website chat widgets, and any channel with an API.
What you need: Login credentials for each channel. Setup takes ~5 minutes per channel.
2
Upload your knowledge base
Policies, FAQs, product info — the AI needs to know your business
Locked
Your Documents AI Knowledge Base
────────────── ─────────────────
📋 Return policy ──▶ "Returns: 30 days,
📋 Shipping info ──▶ free shipping"
📋 Product specs ──▶ "Blue lamp: in stock"
📋 Pricing ──▶ "Standard $5.99"
📋 FAQ ──▶ "Hours: M-F 9-6"
↕
AI answers from YOUR
policies — not guesses
The AI can only answer accurately if it knows your business. Upload:
• Return & refund policies • Shipping rates & times • Product catalog & availability • Pricing & payment methods • Business hours & contact info • Common troubleshooting steps
Upload as PDF, docs, or just paste the text. The AI indexes everything and only answers from your data — it won't make things up.
3
AI classifies & responds automatically
60%+ of inquiries resolved without human touch
Locked
Customer message arrives
│
▼
┌───────────┐
│ Classify │
│ intent │
└─────┬─────┘
│
┌────┴─────────┐
│ │
▼ ▼
ROUTINE COMPLEX
(60-70%) (30-40%)
│ │
▼ ▼
AI drafts Flagged for
response → human with
Send full context
Every incoming message is instantly:
1. Classified — shipping question, product info, billing, complaint, etc. 2. Answered — AI drafts a response using your knowledge base 3. Routed — routine queries auto-answered, complex ones flagged for you
Response time: <2 minutes, 24/7. Your customers never wait again.
For complaints and sensitive issues, the AI shows empathy, acknowledges the problem, and immediately routes to a human with full context.
4
Human escalation with full context
When AI can't handle it, you get everything you need
Locked
┌────────────────────────────────────┐
│ 🔔 Escalation Alert │
│ │
│ Customer: John Smith │
│ Sentiment: 😤 Frustrated │
│ Category: COMPLAINT │
│ Priority: 🔴 High │
│ │
│ AI already responded: │
│ "I'm sorry to hear that..." │
│ │
│ Full conversation history below │
│ Suggested next action: Call them │
│ │
│ [📞 Call] [✉️ Reply] [📋 View] │
└────────────────────────────────────┘
When the AI escalates, you don't start from scratch. You get:
• Full conversation history — what the AI already said • Customer sentiment — frustrated? angry? neutral? • Category & priority — complaint, billing issue, etc. • Suggested next action — call, email, refund, etc.
The AI has already acknowledged the issue and bought you time. You step in informed and ready, not scrambling.
5
Continuous improvement
AI learns from your corrections, gets better over time
• Learn from corrections — when you edit an AI response, it learns your style • Update knowledge base — add new policies or products anytime • Track metrics — resolution rate, response time, satisfaction scores • Identify patterns — "5 customers asked about X this week — add it to FAQ"
Most businesses hit 70%+ auto-resolution within 30 days, saving $12,000-15,000/year.
🎉
You now know how AI customer triage works
All channels → AI classifies & responds → Escalates when needed → Learns over time.
24h response time → 2 minutes. $20K/yr → $5K/yr. 24/7 coverage.
Hey! 👋 I'm your setup guide for customer triage. Ask me anything — which channels to connect, how the AI handles complaints, what the knowledge base needs, pricing, anything.