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Support & Service

The Support Agent that handles the other three-quarters

The Support Agent that handles the other three-quarters

The Support Agent contains 70–90% of inbound support inquiries — across voice, SMS, email, and chat. The routine resolves itself; your team handles what actually needs them.

The Support Agent contains 70–90% of inbound support inquiries — across voice, SMS, email, and chat. The routine resolves itself; your team handles what actually needs them.

Six categories.

One agent. Every channel.

Voice, chat, forms, CRM, or direct API — every source flows into the same agent. No round-trips, no lead sitting in a queue waiting for a rep to clock in.

Balances & payments

Quotes outstanding amounts, accepts payment in the conversation, sends receipts.

Product FAQs

Rentals, units, rooms, memberships — pulls from your knowledge base, answers verbatim.

Urgent situations

Customer locked in a unit? Power outage? Escalates immediately to the right on-call contact.

Access codes & account details

Retrieves info, delivers it only to the verified contact on file.

Hours & property info

Office hours, directions, gate access, amenities — for any property in your portfolio.

Sales upsells

Existing customer wants another unit, upgrade, or add-on? Closed in the same conversation.

Sensitive data handled correctly

Payments and account details are the highest-stakes part of support. The agent never sees the data it shouldn't, and never shares the data it does.

PCI compliant

Payments processed through PCI-compliant vendors we orchestrate. Raw card data never touches our systems — never logged, never stored, never seen.

Certified

PCI Compliant

Verified
contact only

Sensitive details (access codes, balances, account info) are sent only to the phone number or email on file. Unverified contacts
are denied.

Channel of record

Every inquiry is anchored to the customer's record. The agent confirms identity before disclosing anything.

Email

verified

Sarah K.

Identity confirmed

Phone

verified

Three ways to collect

No call transfers. No "let me send you a link." The agent collects payment the moment the customer asks.

  • Pay over the phone

    Customer authorizes by voice. Card data routed to a PCI vendor; 

agent never sees it.

    Voice Channel

    Pay inside the chat

    Reserve a unit, complete the rental, send the move-in link — entirely in chat or over the phone.

    Webchat

    SMS

    Whatsapp

    Pay via verified link

    When the deal is bigger, the agent qualifies, gathers context, and hands a primed lead to your closer.

    Email

    Whatsapp

Every support 

call is a sales opportunity

When an existing customer mentions needing more, the agent moves into 

a sales conversation without missing a beat. No transfer, no handoff, no friction.

Additional units

Self-storage customer needs a second unit while moving

Additional units

Self-storage customer needs a second unit while moving

Add-ons

Insurance, packing supplies, premium access, lock rentals.

Add-ons

Insurance, packing supplies, premium access, lock rentals.

SK

Sarah Kovacs · WhatsApp

existing customer · unit 4082

Live

Hey — quick one, my December balance?

Support

$215 due Dec 5. Want to pay now?

Yes — also do you have any 10×15s open in this facility?

Sales

Yes — two left. I can hold one and add it to your account today. Move-in tomorrow?

Perfect, let's do it!

Payment processed · New unit reserved

Payment processed · New unit reserved

$215 collected · Unit 5021 (10×15) held for move-in

Ask questions...

Upgrades

Coworking member moves from hot desk to private office

Upgrades

Coworking member moves from hot desk to private office

Renewals

Customer asks about end-of-term — agent quotes and closes

Renewals

Customer asks about end-of-term — agent quotes and closes

Stop drowning in the same five questions

30-minute walkthrough. We'll plug into a PMS sandbox and run a live customer inquiry, payment included.