Platform

Everything your agents need. One screen.

When a conversation needs a human, they get the full picture — conversation history, customer context, AI-suggested responses, and one-click actions.

Workspace3 open
Sarah LindqvistWhere is my refund?
Email
Any update on my refund from last week?
Checking now — one moment, Sarah.
Write a reply…Ask Sidekick
The workspace

The full conversation, in context

One threaded timeline with customer messages, AI responses before handover, internal notes, call transcripts, and attachments — all inline. Agents see exactly where the AI left off and pick up without the customer repeating anything. Keyboard shortcuts keep everything fast for teams handling dozens of conversations a day.

  • Reply — Enter
  • Assign — A
  • Tags — T
  • Mark Done — D
Workspace0 open
Inbox
Where is my refund?Sarah L.
Change delivery addressTom R.
Reset my passwordAda K.
Sarah LindqvistPro planLTV $2,480
Any update on my refund from last week?
Suggested replyYour refund of $89 posted today 35 days to your card.
Full context

Know who you're talking to

Contact details, customer tier, VIP badges, conversation history, and custom fields — all in a sidebar that updates in real time. One-click actions to call, email, or open the CRM record without leaving the workspace. The information that matters to your business is always visible, never stale.

ConversationContext
Hi — is my refund on the way yet?
Reply
Anna BergPro plan
LTV$2,480
SentimentNeutral
Last 3 interactions
Refund issued — $892d
Order #4411 shipped4d
Upgraded to Pro plan3w
0 tabs opened

AI-powered suggestions, right in the workflow

Sidekick generates thread summaries, drafts responses grounded in your knowledge base, and detects entities like order IDs and tracking codes — all without getting in the way. Agents accept, tweak, or ignore suggestions. Confidence thresholds are tunable per-team, so each group controls how aggressively the AI assists.

SidekickDetecting
DetectedOrder #4411Tracking TN480021
Hi — still waiting on order #4411, tracking TN480021 hasn't moved in days.
Anna is chasing delivery on order #4411 — shipped Tuesday.
Reply to Anna#4411

Rich email, built in

A full rich-text editor that opens inline — templates, drag-and-drop attachments, CC/BCC, and the entire thread visible while you compose. The email goes out, the reply lands back in the same conversation. No mail client switching, no lost context.

ComposeEmail
Anna wrote · 2 messages in thread
Toanna@northwind.co
CcBcc
BI
Hi Anna — good news, your order's on the way.invoice-4411.pdf
Reply lands in the same threadSend

Consistent answers, instantly

Reusable templates with dynamic variables that fill in automatically — agent name, order number, company. Open the snippet picker with a keystroke, search, and insert without touching the mouse. Shared libraries keep the brand voice consistent; personal snippets let agents pin the replies they send most.

ComposeSnippets
/refund
Variables fill from the customer record
same answer · sent 12× this week
Agent Workspace — FAQ

Everything agents need, in one place.

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