Customer serviceCustom pilot

Customer Service Agent

Helps website visitors find an answer and the right next step.

A conversational service grounded in company-approved information that handles common questions, guides visitors to the right service and escalates exceptions to a person.

Agents and digital tools

Custom pilots for customer service, sales, calls, procurement and digital governance.

View all agents
Customer serviceCustom pilot

Customer Service Agent

Helps website visitors find an answer and the right next step.

  • Answers from approved sources
  • Guidance to the right service
  • Human escalation when needed

Pricing unlocks after contact details

Explore the agent
Phone serviceCustom pilot

Reception Agent

Answers calls, collects the essential details and routes the matter to the right person.

  • Initial call handling
  • Agreed details captured
  • Routing or transfer to a person

Pricing unlocks after contact details

Explore the agent
Sales and proposalsCustom pilot

Lead Qualification and Proposal Agent

Collects the information sales needs and prepares a well-founded next step.

  • Better starting data for sales
  • Need and fit clarified
  • Faster start to proposal work

Pricing unlocks after contact details

Explore the agent
Public procurementCustom pilot

Tender Watch and Procurement Agent

Monitors agreed procurement sources and compiles the most relevant opportunities for review.

  • Client-specific search criteria
  • Regular summaries
  • Human-reviewed prioritisation

Pricing unlocks after contact details

Explore the agent
Digital governanceCustom pilot

Governance and Security Agent

Brings tools, responsibilities and risk observations into one human-reviewed view.

  • Structured tool register
  • Responsibilities and observations visible
  • Human-reviewed report

Pricing unlocks after contact details

Explore the agent

1 / 5

Business challenge

Repeated questions slow customer service down

Customers search across multiple pages for the same service, delivery and contact information. Staff spend time repeating answers, while visitors may leave before finding the right person.

Solution model

One controlled conversation path

The agent uses only sources approved for the project, identifies the topic and helps the visitor move forward. Uncertain, sensitive or out-of-scope situations are routed to a person.

Key capabilities

A focused task with clear action points

A focused task with clear action points

  • Answering common questions
  • Recommending services and contact channels
  • Collecting basic lead details
  • Hand-off or contact request for a person

What the business may gain

  • Faster first response during busy periods
  • More consistent customer communication
  • Less repetitive manual work
  • Better insight into common customer needs

Example workflow

How one case progresses

  1. 01

    Visitor asks

    The conversation begins in the website chat.

  2. 02

    Source is checked

    The agent retrieves an answer from approved knowledge.

  3. 03

    Next step

    The visitor receives an answer, guidance or contact path.

  4. 04

    Human hand-off

    An exception or uncertain case is routed to the agreed person.

Integrations

Connections are confirmed during technical discovery

Implementation foundation

  • Company-approved knowledge source
  • OpenAI API
  • Supabase

Possible additional integrations

  • CRM
  • Booking system
  • E-commerce or order system
  • Resend notifications
  • Human live chat

Who it is for

A strong starting point when the need is repeatable and can be scoped

  • Service businesses with many repeated questions
  • Businesses with several website service paths
  • Teams that want people to retain responsibility for exceptions

Typical use cases

  • Helping visitors choose a service
  • Opening hours, delivery and policy questions
  • Initial classification of contact requests
  • Guidance to booking or ordering

Installation and launch

From pilot to controlled launch

  1. 01

    Map the most common questions and service paths

  2. 02

    Approve information sources and answer boundaries

  3. 03

    Implement the chat view and agreed integrations

  4. 04

    Test with realistic customer questions

  5. 05

    Launch, monitor and update content

Security and human oversight

Responsibilities and boundaries are designed before implementation

The solution does not replace human judgement in situations requiring contractual, safety, health or other case-specific assessment.

  • Only task-relevant information sources

  • Clear disclosure of the conversational service

  • No independent binding promises or decisions

  • Project-specific log and retention boundaries

Pricing

Pricing unlocks after contact details

The implementation price depends on the workflow, information sources, usage volume and integrations. Pricing is not included in public page content.

An inquiry does not create an order. Scope and integrations are confirmed before a proposal.

Ask about pricing and packages

Frequently asked questions

Before ordering a pilot

Can the agent answer every question?

No. Its scope and sources are defined in advance. Uncertain or out-of-scope questions are routed to a person.

Do we need an existing knowledge base?

Not necessarily. The project can begin by turning approved website content and instructions into a controlled knowledge source.

Can a conversation be transferred to a person?

Yes, where the selected chat, CRM or contact system supports the agreed hand-off method.

Start with a focused pilot

Tell us about the current workflow. AuditExpert-AI reviews the objective, information sources, responsibilities and integrations before proposing an implementation.