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Your agents

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Help desk chats

Every client conversation with your AI assistants. Pick one to read it or take over as live agent.

Live chat

Messages from your website's chat bubble appear here. Pick a conversation to reply.

UserCompanyRoleStatusLast sign-in

Everyone in a company gets the agents turned on for it. Only you can put a company on the Free plan.

CompanyPlanStatusAI help deskUsersAgents (click to turn on/off)Web apps (click to turn on/off)

Create an agent

#AgentStatus

Income counts money received (by payment date). Invoiced counts invoices issued in the period. Payments and expenses are never deleted; voided ones stay in the records with the reason. All CSV files open in Excel or Google Sheets.

Add a web app

AppAddressCompaniesStatus

You can open every app. Turn an app on for a client company under Companies; everyone in that company then sees it in their sidebar.

ReceivedContactNeedsMessage

Add or switch off logins for people at your company.

PersonRoleStatusLast sign-in