Customer Service
Compiles a customer brief before every call.
Context is scattered across 6 systems, nobody unifies it, and customer service reps waste time searching instead of solving. One workflow changes that.
Runs on the Elevon platformInput data (6 systems)
Data Unification Agent
Completeness check
Customer Intelligence Analyst
Agent Briefing Composer
360° Agent Briefing Card
01How it works
6 systems. 4 steps. One briefing before the call.
The inputs go in, the agents work one after another and you get one output, saved automatically.
- 01
Input data (6 systems)
CRM (Salesforce): account, health score, contracts, account manager notes, open opportunities. Helpdesk (Zendesk): open tickets, CSAT, resolution history, SLA. Billing (Stripe): MRR, payment status, credit notes, renewal and overage. Marketing (HubSpot): NPS, email engagement, campaigns, web behaviour. Product Analytics (Mixpanel): adoption, DAU, feature usage, usage trend. Live Chat (Intercom): the current conversation, what the customer is writing right now.
- 02
Data Unification Agent
Merges data from all systems into a unified profile. Cross-references signals between systems.
- 03
Completeness check
Validates whether the profile has sufficient data. If not, the Data Gap Handler identifies the missing pieces.
- 04
Customer Intelligence Analyst
Churn risk score, upsell signals, root cause analysis, prioritised actions and recommended tone.
- 05
Agent Briefing Composer
Assembles everything into a readable HTML briefing: what is happening, what the customer wants and what to do.
02Return
See when it pays off.
Four inputs, one answer: what this work costs today and with the workflow.
Your inputs
Cost: €1,000 implementation + €190 / month platform fee
Result
€86,720saved in year one
300 hours of work back every month · 27.4× return on the first year's cost
Illustrative calculation. Includes €1,000 implementation and €190 / month fee. Agents' share is your assumption. Your numbers in a 30-minute call.
03Every month
What the workflow does every month.
The jobs it keeps doing after the first run, so nobody starts from zero.
Briefing before every call
Before a call, the workflow pulls current data from all connected systems and prepares a briefing.
Every call
Profile refresh
When a payment status, ticket or product usage changes, the customer profile is recalculated.
Automatic
Churn risk alert
The churn risk score and upsell signals are visible to the agent in the briefing, not after a team meeting.
Every briefing
Suggested conversation opener
The briefing includes a recommended tone and an opening line based on the customer's situation.
Every call
04Included and price
What's included
- Workflow configured and imported
- 360° briefing template (HTML) verified
- Demo run with your real data
- Team walkthrough (1h)
- Connection to your systems or manual data upload
One-time implementation
€1,000
One-time. Full configuration + first live run.
Then €190 / month platform fee
Same fee regardless of how many use cases you run.
FAQ
Questions, answered.
Typically a CRM, helpdesk, billing, marketing tools, product analytics and live chat. We fine-tune the exact list to your environment.
The workflow checks profile completeness and identifies gaps, so the agent knows what is missing from the briefing.
An HTML briefing with the customer profile, action items, financial snapshot, adoption metrics and a suggested conversation opener.
Yes. You can edit the HTML output in any editor. The final review stays with you.
05More for Customer Service
More AI Agent Workflows for Customer Service.
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The workflow ingests feedback from all channels, triages by urgency, routes critical issues through escalation, and delivers a prioritized Jira-ready action board.
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AI suite analyses engagement & churn risk, determines the optimal renewal strategy, and writes a personalized sales email, ready to send.
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Customer Service Agent Copilot
Real-time AI assistant for support agents, suggests responses, finds info, reduces handle time. Gartner: AI copilot reduces AHT by 20–35%.
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Next step
A customer briefing before you pick up the phone.
The workflow assembles data from all your systems into one briefing. You make the decisions.