Elevon in ForbesCustomer service reps start every call from scratch.
Context is scattered across 6 systems, nobody unifies it, and customer service reps waste time searching instead of solving. One workflow changes that.
System connections
What the workflow does
CRM (Salesforce)
Account, health score, contracts, AM notes, open opportunities.
Helpdesk (Zendesk)
Open tickets, CSAT scores, 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)
Current conversation - what the customer is writing right now.
How the workflow works
Data Unification Agent
Merges data from all systems into a unified profile. Cross-references signals between systems.
Completeness check
Validates whether the profile has sufficient data. If not - Data Gap Handler identifies missing pieces.
Customer Intelligence Analyst
Churn risk score, upsell signals, root cause analysis, prioritized actions and recommended tone.
Agent Briefing Composer
Assembles everything into a readable HTML briefing: what's happening → what the customer wants → what to do.
Output
360° Agent Briefing Card
A self-contained HTML page with customer profile, action items (color-coded by urgency), financial snapshot, adoption metrics and a suggested conversation opener.
Sample Output
How much it saves
Value of time saved / month
€1,500
Pricing
Implementation depends on systém count
The platform fee is €190 per month. Implementation cost varies by the number of integrated systems.
One-time implementation
Up to 3 systems
€8,000
4-6 systems
€10,000-€12,000
7+ systems / custom
Custom quote
The platform fee stays the same - it makes sense to add more use cases on the same platform.
See other CS use casesNext step
Want to deploy this? Let's look at your systems.
Describe what systems you use today and we'll propose the workflow plus integration plan.
Start with one workflow. More can be added later without changing the platform fee.