Digital worker
Client Desk
Answers the repeatable without inventing facts — grounded in what you have approved.
The problem
The same questions answered differently, every time.
Client-facing teams at SMEs spend a disproportionate amount of time on tier-one queries — questions that have a right answer sitting somewhere in your docs, policies, or knowledge base. The problem is not the questions; it is the retrieval.
When the answer lives in a PDF from three years ago or a Notion page that only one person knows about, responses become inconsistent. A client gets a different answer depending on who picks up their email. Policy drift becomes customer-experience drift.
A client desk agent grounds every response in the documents you have explicitly approved. It cannot hallucinate your returns policy because it does not guess — it cites. And when a question falls outside its scope, it escalates with the full context attached.
How it works
Step by step — nothing hidden
Each step is explicit and bounded. You can intervene at any point, inspect what the agent used to make its decision, and expand autonomy only where evidence supports it.
Step 1: Query received. Inbound message arrives via email, chat, or form. The agent records the source, timestamps it, and extracts the core question.
01 — Query received
Inbound message arrives via email, chat, or form. The agent records the source, timestamps it, and extracts the core question.
Integrations
Connects to tools you already use
No rip-and-replace. The agent works with your existing stack using explicit, revocable permissions — not broad API keys.
Support & helpdesk
Intercom, Zendesk, Help Scout, Front
Knowledge base
Notion, Confluence, Google Drive, SharePoint
Email
Gmail, Outlook / Microsoft 365
Live chat
Intercom, Crisp, Tidio
CRM (for client context)
HubSpot, Pipedrive, Salesforce
What you control
Autonomy with accountability — by design
Every agent is built around your policies, not the other way around. These are the controls your team owns from day one.
Knowledge base is explicitly scoped
You decide exactly which documents the agent can draw from. Adding a new policy document to the knowledge base is a deliberate action — not an automatic crawl of everything you have ever written.
Escalation categories are defined by you
You specify which topic types always route to a human: complaints, legal language, refunds over a threshold, or anything touching a sensitive client relationship. The agent never improvises past those boundaries.
Citations are non-negotiable
Every response references the source document it drew from. If the agent cannot cite a source, it does not answer — it escalates. This makes auditing a response a five-second job, not a forensic exercise.
Outcomes
What changes when this is live
Tier-one resolution rate
Routine queries resolved consistently without a human drafter on every thread.
Answer consistency
Every client gets the same accurate answer regardless of who is on shift — grounded in the same approved source.
Escalation quality
When a query does reach a human, it arrives with the full question, the knowledge searched, and the reason for escalation — not a raw forward.
Staff time recovered
Hours per week freed from copy-paste retrieval and inconsistent first-draft replies.