Skip to contentForbesElevon in Forbes

    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 platform
    elevonCUSTOMER SERVICEOmnichannel Context Bridge

    Data Inputs

    Done

    Identity Resolution Agent

    Done

    Context Assembly Agent

    Done

    Smart Summary Agent

    Done
    Output

    Unified Customer Timeline

    Saved
    Illustrative run

    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.

    1. 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.

    2. 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.

    3. 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.

    4. 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.

    elevon · CUSTOMER SERVICE · Omnichannel Context BridgeUnified Customer Timeline
    OutputUnified Customer Timeline. A chronological timeline of all interactions across channels with context, sentiment and recommended action, right inside the agent's helpdesk.
    ContainsComplete customer context brief with interaction history, sentiment and recommended action.
    StatusSaved automatically. Waiting for human review before it goes to the team or client.
    FIG. 01: Sample output. Illustrative data.

    02Return

    See when it pays off.

    Four inputs, one answer: what this work costs today and with the workflow.

    Your inputs

    10
    30
    €45
    50 %

    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

    M1M3M6M9M12

    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

    All AI Agent Workflows

    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.

    We use essential and analytics cookies by default to ensure proper functionality and understand site usage. Marketing cookies are off unless you opt in. Privacy Policy