A support agent that works your queue in the helpdesk you already run, acts in the systems behind it, and — when a ticket lands outside what it knows — asks the person on your team whose call it is before it replies.
Most of your queue is repetitive and safe to hand over. The rest is why nobody hands it over. A customer asks about a policy exception nobody ever wrote down, and an agent working alone has exactly one move: answer confidently and hope. You find out from the review, or from the chargeback.
The customer's history, their past tickets, and the passages of your policy docs that bear on this question are retrieved at the step — so the answer is grounded in what you actually wrote, and the context window doesn't carry your entire help centre on every reply.
Issues the refund in Stripe, opens the replacement order in Shopify, writes the note to Salesforce, sets the ticket status in Zendesk, queries your Postgres for the shipment. Not “sends a notification for someone else to action.”
A policy exception, an account flagged VIP, a refund over the ceiling you set. It works out who'd actually know and asks them, and the customer sees nothing but a slightly longer wait.
Your ops lead answers in the channel she's already in. The agent finishes the reply on the channel the customer used, and the whole exchange — question, answer, who approved it — stays on the ticket.
Email, chat embedded in your product, Slack, Teams, WhatsApp or Telegram — the same agent with the same history, whichever door they came through. Drop it into a busy shared channel and it follows along without joining in, until a message is actually for it.
When it's over its head, a person takes the conversation with the full history and hands it back when it's resolved. The customer isn't asked to repeat themselves and isn't told to open a new ticket. An unknown sender becomes an access request you approve, not a silent new user.
What it read, which tools it called, who it asked, what it decided, how long it took, what it spent. Set a monthly ceiling per agent and a runaway loop becomes a line item instead of an incident.
When it isn't sure
You introduce the agent to the team once — who's on it, what each of them owns, and where to reach them. From then on a question it can't answer goes to the person whose call it is, not into a queue nobody watches. Anything touching billing infrastructure goes to whoever owns billing infrastructure, at 2am as well as at 2pm.
Routed by expertise, not by ticket queue — set once on the person, not re-tagged on every agent that might need them
A fallback ladder and a timeout on every consult, so a reply never waits on one person being at their desk
The consult, the answer and the approver stay attached to the ticket, so the audit is the ticket history
Connect a system once for the whole organization and every agent can use it from then on — with credentials held at the org and referenced by name, never pasted into a prompt.
Slack
GitHub
Jira
Google Drive
Salesforce
MongoDB
Notion
Linear
Grafana
Discord
Google Chat
Confluence
PostgreSQL
HubSpot
Airtable
Shopify
Stripe
Datadog
Sentry
GCP
BigQuery
Slack
GitHub
Jira
Google Drive
Salesforce
MongoDB
Notion
Linear
Grafana
Discord
Google Chat
Confluence
PostgreSQL
HubSpot
Airtable
Shopify
Stripe
Datadog
Sentry
GCP
BigQuery
Google Calendar
Gmail
Mixpanel
Monday
MySQL
SAP
Zendesk
Zoho CRM
Google Maps
Google Ads
Coralogix
Telegram
Apollo
Mailchimp
Calendly
Redis
Supabase
GCP Logging
gVisor
Loops
Typeform
Google Calendar
Gmail
Mixpanel
Monday
MySQL
SAP
Zendesk
Zoho CRM
Google Maps
Google Ads
Coralogix
Telegram
Apollo
Mailchimp
Calendly
Redis
Supabase
GCP Logging
gVisor
Loops
Typeform
Don't see yours? Import tools from any MCP server.
What comes up once a security review or a pilot plan gets real.
Can it refund money on its own?
Only up to a ceiling you set, and only if you turn that on. Per action you choose one of three behaviours: handle it, ask first, or do it and tell someone afterwards. Most teams start with every write gated and relax the small, reversible ones first.
What stops it inventing a policy?
Answers are grounded in the passages retrieved from your own documents, and a retrieval that comes back without a covering passage is treated as not knowing rather than as an invitation to improvise. That state is what triggers the consult.
How does it handle a customer who is already angry?
Sentiment and account flags are ordinary escalation conditions — you can route a VIP account or a hostile thread straight to a person before the agent replies at all. The handover carries the whole history, so nobody asks the customer to explain it again.
What does my team see?
A consult arrives on the channel they already work in — usually a Slack DM — with the customer's question, what the agent found, and what it needs decided. They answer in one line. Everything else lives in the trace and on the ticket.
Customer Success & Renewals
Watches every account on the same schedule and hands the at-risk ones to the AE with the reasoning attached.
Onboarding & Implementation
Chases what the customer still owes you, provisions what it's allowed to, and escalates the scoping calls.
In the queue
Invoices, internal tickets, order exceptions, vendor files — the work in the queue.