One inbox, three lanes. The AI works conversations it can handle and resolves them. The ones that need a person wait in their own lane, flagged and full of context, so your team never digs and nothing slips.
Everything the AI is doing, what it has flagged for a human, and what already got resolved. Nothing falls through.
“AC stopped, 95 degrees inside.”
“Do you service heat pumps?”
“A competitor just quoted us less.”
At-risk · $12,400
“This wasn’t what I paid for.”
Refund · $84
Tune-up scheduled.
Booked · Thu 2pm
Warranty terms sent.
Answered
Renewal confirmed.
Renewed · $240/yr
Customer value, the signals detected, the precedents that apply, and the AI’s suggested next action travel with the card. Nobody starts a conversation from zero.
“We’re comparing renewal options with another vendor.”
No re-explaining, no scrolling history. Your team inherits the full conversation, the signals the AI caught, and what saved the last account like this one, so they pick up warm, not cold. Every call your team makes teaches it for next time.
Honestly, a competitor just quoted us less. We’re thinking of moving.
Lorraine, you’ve been with us three years. Let me get the right person on this right now.
A high-value customer at exit risk does not get auto-closed or buried. It holds in the needs-human lane, flagged, until a person resolves it.
“Cancel our renewal, we’re moving to another vendor.”
One AI handles every customer and clears the volume. Your team sees only what needs a person, with the full context already attached.