Customer Service
Unifies customer history across email, chat and phone.
When a customer calls after chatting yesterday, the agent starts from zero. An AI Agent Workflow unifies history across email, chat, phone and social media, so nobody repeats themselves. Increases CSAT by 28% and removes the delay of switching between systems.
28 %: CSAT increase through consistent context across channels · Forrester CX Research 2024
Runs on the Elevon platformData Inputs
Identity Resolution Agent
Context Assembly Agent
Smart Summary Agent
Unified Customer Timeline
01How it works
Customer reaches out. AI delivers the full history. Agent picks up where it left off.
The inputs go in, the agents work one after another and you get one output, saved automatically.
- 01
Data Inputs
The bridge connects to email, live chat, phone system, social media, helpdesk and CRM. It captures every interaction from every channel in real time.
- 02
Identity Resolution Agent
Recognises the customer across channels, even when they use a different email, name or device. Merges fragmented identities into a single profile.
- 03
Context Assembly Agent
Builds a chronological history of all interactions: who, when, which channel, about what, with what outcome. The agent sees the complete story in 3 seconds.
- 04
Smart Summary Agent
Generates a compact summary of the current state: last interaction, open issues, customer sentiment and recommended next step. No reading through 20 old messages.
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
€77,720saved in year one
150 hours of work back every month · 24.7× 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.
Automatic identity unification
The customer is recognised across channels regardless of which contact details they use. No duplicates, no lost interactions.
10 hrs/month
Real-time context assembly
When opening a ticket or call, the agent instantly sees the full history: email, chat, phone, social. No switching between systems.
15 hrs/month
Smart summary at every contact
A compact summary of the customer's current state: last interaction, open issues, sentiment. No need to read dozens of old messages.
12 hrs/month
Channel handoff without context loss
When a customer moves from chat to email or from email to phone, context transfers automatically. The new agent picks up exactly where the previous one left off.
8 hrs/month
04Included and price
What's included
- Elevon agent configured and deployed
- Email, chat, phone and social media connection
- CRM and helpdesk integration
- Identity resolution configuration
- Timeline and summary templates
- Calibration on real interactions
- Demo run with live data
- Team walkthrough (1 h)
One-time implementation
€1,000
One-time implementation. Full configuration + first live run. Platform fee is €190 per month.
Then €190 / month platform fee
Same fee regardless of how many use cases you run.
FAQ
Questions, answered.
Email, live chat, phone (with CTI integration), Facebook Messenger, Instagram DM, WhatsApp, Twitter/X and more. If you have a custom channel, we connect via API.
The agent matches customers based on email, phone number, CRM ID, cookies and other identifiers. Even when a customer uses a different channel, the system recognises them.
The bridge automatically detects duplicates and suggests merging. After confirmation, the entire history is unified into a single profile.
The opposite: it speeds them up. Context loads in parallel when a ticket is opened. The agent saves 5-10 minutes of searching on every ticket.
Yes. The bridge captures self-service interactions too (FAQ, knowledge base, chatbot). The agent sees what the customer tried before contacting support.
The last 12 months by default, but this is configurable. For VIP customers or long-term contracts, you can display the full history.
05More for Customer Service
More AI Agent Workflows for Customer Service.
Customer Service
Feedback Intelligence Pipeline
The workflow ingests feedback from all channels, triages by urgency, routes critical issues through escalation, and delivers a prioritized Jira-ready action board.
Runs on the Elevon platform
Customer Service
Customer 360° Briefing
The workflow unifies data from CRM, helpdesk, billing, analytics, and live chat into a single agent-ready briefing with context, history, and recommended next action.
Runs on the Elevon platform
Customer Service
Subscription Expiry Notification
AI suite analyses engagement & churn risk, determines the optimal renewal strategy, and writes a personalized sales email, ready to send.
Runs on the Elevon platform
Next step
No repeating. No window-switching. The customer feels known.
The bridge unifies history from all channels: agents have context, customers have a better experience.




