Run your business / Customer support

Answer questions and pass the conversation to your team.

The full OS website chat assistant answers from your business information, collects contact details and sends questions to the right employee. Your team receives the conversation, not just a name.

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Vitae OSWorkflow exampleNS

Customer support

Website conversations

Example data

Sam MorganAtlas & Co

Alex assigned

Do you help with campaign strategy?

APPROVED HELP INFORMATION

Services / Campaign strategy

Yes. Our campaign service includes strategy and planning. Would you like to speak to the team?

✓ Alex has the conversation and can reply

Alex takes over

Alex receives the conversation and can reply.

Full example shown

WHAT YOU CAN DO

What you can do
with Customer support.

Visitors need a helpful answer and a clear way to reach a person. Your employees need to see what was already asked before they reply.

Answer common questions

Give the assistant approved service information and help content. Keep the answers based on information your business provides.

Capture new enquiries

Collect a name, contact details and the request when someone wants help or asks about buying your service.

Assign the conversation

Send a sales enquiry or support question to the right employee or team, with the conversation attached.

Let a person take over

When a question needs judgement or more detail, your team can pick it up and reply without making the visitor start again.

A PRACTICAL EXAMPLE

From a website question to a helpful answer.

Visitors get a clearer route to help, and fewer enquiries are lost.

Answer the question
Use approved business information to help the visitor.
Ask for the right details
Capture what the person needs and how to contact them.
Pass it to your team
Assign the conversation and let an employee reply.

Watch the full OS examples

TOOLS FOR THE NEXT STEP

Website

Business pages and website enquiries.

CRM

Contacts, notes and client history.

Workflows

Automate repeat tasks and approvals.

BEFORE YOU START

Setting up Customer support

Choose your help information and the team that handles each kind of question. Keep website conversations and follow-ups together in the customer inbox.

What does the assistant use to answer?

The full OS widget uses business information you approve. Setup includes choosing that information and deciding what should go straight to a person.

Can we put it on our current website?

Yes. Add the assistant to your website, choose which questions it answers and route conversations to the right team.

See pricing

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.