PRODUCT / SCALE

Start with one workflow.
Grow with control.

Take what your team has reviewed into the next customer moment. Choose the channels, define the permissions and keep people involved where their judgment matters.

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A ROLLOUT YOUR TEAM CAN REVIEW

  1. 01
    One workflowA clear mission and an accountable owner.
  2. 02
    A defined scopeChosen channels, tools and approval rules.
  3. 03
    The next teamExpand from what you have reviewed.
Release owner Maya · Team leadHuman review

Illustrative rollout · scope stays with your team.

A SHARED FOUNDATION / A WIDER REACH

More customer moments.
Clear responsibilities.

Keep the knowledge, permissions and handoff rules explicit as you introduce another channel, team or workflow.

01 / CHANNELS

Meet the customer where they are.

Explore the intended experience across messaging, email and voice. Agree on a channel’s scope before connecting it.

Chat & Messaging ↗Email ↗Voice ↗
02 / INTEGRATIONS

Give each tool a clear job.

Define the context an agent needs, the actions it may prepare and the permissions required to carry them out.

Explore integrations ↗

The screens below illustrate a rollout plan. Connected channels, external actions and provider availability depend on the configured workspace and agreed deployment scope.

Returns agent / Rollout planProduct preview

Nova is getting ready.

One reviewed workflow. A scope your team chooses.

01 / CHOOSE THE CHANNELS IN THIS EXAMPLE
02 / KEEP CLEAR PERMISSIONS
ZendeskRead context · prepare replies
ShopifyRead order details
Refunds over $100Human approval

Maya owns the release.
The team reviews the scope before anything goes live.

Example only · no channels or tools are connected.

03 SCALE / GROW WITH CONTROL

Start with one workflow.
Grow from there.

Bring the same shared foundation to more customer moments. Choose the channels, set the limits and keep people involved where their judgment matters.

Resolution Agent

Take customer requests through the next approved action.

Routing Agent

Move exceptions to the right person, with the context.

Security & Control

Define who can edit, review and release. Set what each agent can read and do.

Explore connectors

BETTER TOGETHER

Choose the next step. Keep a clear owner.

Let’s define the first workflow, the review process and the scope together.

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EXPLORE BUILDBuild

ILLUSTRATIVE ROLLOUT PLAN

A scope everyone can review.

This preview brings the team’s decisions together. It does not publish an agent.

Agent
Nova · Returns & exchanges
Selected channels
Release owner
Maya · Team lead
Tool access
Read customer context and order details. Prepare replies.
Approval rule
Refunds above $100 go to a person for approval.