One inbox, three lanes. The AI works the conversations it can handle and resolves them. The ones that need a person wait in their own lane, flagged, so your team opens each one already knowing what happened.
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.”
Your team inherits the whole conversation and the signals the AI caught, so nobody asks the customer to start over. Every call they take 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.