The right document.
Back in their inbox.
Find the record, answer the question and send the attachment in the same thread.
April invoice
A complete answer, with the document.

CX Agent / An offering by Hexagon
Support your customers across email, Voice AI, a web chat widget and WhatsApp. Resolve requests with the right context, and bring in your team when it matters.
Arrives in Lisbon at 9:10pm. Same baggage allowance; new itinerary sent to WhatsApp.
Retrieve the document, update the booking or resolve an account question—from the conversation the customer is already in.
When a customer moves from email to a call, bring the conversation with them. The company brain connects the relevant history, records and policies.
Set the scope of your agent’s work: the information it can use, the actions it can take and the moments that need a person.

“What’s included?” “Where is my order?” Answer recurring product, policy and delivery questions from the information you connect.
A policy exception. A request needing approval. Give your team the conversation, the checks already made and the decision to take.
03 / Start with one support workflow
Start with the questions filling your queue. We’ll connect the right records and actions, then define when a person should step in.
Discuss your support workflow