Agentic Support doesn't just respond to customer requests — it acts on them. Refunds processed, appointments rescheduled, accounts updated, cancellations handled. All within parameters you define, without a human stepping in.
Refunds and credits Issues refunds up to a dollar limit you define — larger amounts escalate for approval.
✓
Appointment reschedules Cancels and rebooks within your calendar rules — no phone tag, no waiting.
✓
Account detail updates Updates contact information, addresses, and preferences in your CRM automatically.
✓
Service credits and goodwill discounts Applies defined credits within your parameters — instantly, with the customer notified.
✓
Invoice generation and resending Generates revised invoices and sends them immediately when requested.
What it escalates to you
→Requests exceeding defined thresholds
→Unusual or suspicious account activity
→Situations requiring management judgment
→Any action outside configured rules
Minutes
From request to resolution
0
Manual steps required
Your rules
Define every action boundary
100%
Actions logged and auditable
FAQ
Common questions.
You define every rule before launch. Each action type has a specific approval level — some execute automatically, some notify you, some always require human sign-off. Nothing is unchecked.
Yes — full audit trail for every action taken: what was done, when, what the customer said, and what the agent did. Available in your CRM and reporting dashboard.
Yes — integrates with Xero, MYOB, Stripe, PayPal, and most payment gateways via API. Actions are recorded in your accounting system automatically.
Support Agent answers questions. Agentic Support takes action. A customer asking for a refund: Support Agent acknowledges and routes it. Agentic Support processes it immediately (if within your rules).
E-commerce, healthcare (appointment management), gyms and subscriptions (membership changes), professional services. Anywhere routine customer action volume is high and the same actions repeat constantly.
Related products
Works well alongside these.
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Support Agent
Answers post-sale questions — the companion to Agentic Support for complete post-sale coverage.