Help your support team act faster — safely.
An assistant that reads the current ticket, answers low-risk questions instantly, and pauses for approval before anything that touches a customer’s account.
Support agent in a ticketing or CRM back office.
On a customer’s ticket, the agent asks: “Where’s this order and can I refund one item?” or “open a dispute for this charge and summarize the evidence.”
Plan → governed tools → cards.
Illustrative tool ids and risk levels — a host defines its own. The primitives underneath (the governance gate that runs permission, policy and audit, context minimization, the 12 card types) are built and tested, and the data-handling and security controls around them are documented.
A plan card lays out the steps and scope; the agent reads only this customer’s records — boundary enforcement hard-blocks pulling another account.
Read-only lookups (track order, look up transaction) run automatically and assemble an evidence summary.
Account-changing actions — issue refund, open dispute, initiate return — are controlled writes that pause at an approval card before anything is committed.
Every decision is written to an append-only audit trail using references, never raw record content.
Customer value.
Faster, more consistent handling, with the answer grounded in the ticket in front of the agent.
Risky actions stay human-approved and audited; context boundaries prevent cross-customer data leakage by design.
One adapter, many roles — a customer sees read-only status while only staff see the refund tools.
Target: [CUSTOMER RESULT REQUIRES VALIDATION].
Ask it to reference a second customer’s account — it refuses at the context boundary; then watch a refund stop at an approval card before it fires.
Merchant & back-office agent
Agents plan the steps, gather context through approved tools, draft records, and wait for a human before anything sensitive — with a full audit trail. Same adapter as the storefront, elevated only because the user’s permissions allow it.
Use case · Internal opsEmployee helpdesk agent
An assistant inside your internal portal that answers policy and account questions from the employee’s own scope, and routes privileged actions like an access reset through approval — opening a ticket only when needed.
Use case · Sales & revenue opsOperations copilot
A copilot that assembles context across records — even across multiple host apps — and stages sensitive actions for a human to approve, inside the CRM or internal tools your team already uses.
See “Customer support agent” running under governance.
Book a demo and we’ll walk your team through this workflow, the governance gate, and the interactive cards — using an example close to your stack.