CONTROL AND ACCOUNTABILITY

Give agents boundaries your team can inspect.

Design access, knowledge and human approval around the responsibilities of each workspace role.

Workspace roles

Owners, admins, agents and viewers see the tools their roles require.

Approved knowledge

Organize trusted sources by collection and review source freshness.

Human escalation

Set handoff triggers for uncertainty, exceptions and customer requests.

Action visibility

Review conversations, calls and CRM synchronization activity.

Department access

Keep employee permissions aligned to team responsibilities.

Enterprise review

Discuss contractual security and compliance needs during implementation.

A practical path to better operations.

Set permissions

Review knowledge

Test escalation

Monitor actions

Questions before you start?

Can I start with one agent?

Yes. Starter is designed around one agent and a focused workflow. Expand capabilities when your business needs them.

What happens when a human is needed?

Configure escalation triggers and route conversations to your team with customer context.

Can I use my existing CRM?

CRM integration scope depends on your plan and provider. We review supported objects and synchronization during implementation.

What usage is included?

Each plan includes a monthly usage allowance. We confirm conversation, voice and automation limits, along with any additional usage rates, before you subscribe.