All modules
CRM

Customer Service Management

Resolve customer issues across every channel with full account context — entitlements, contracts and per-customer SLAs — and AI-drafted replies that an agent always approves.

Customer Service Management
omni-channel
One case record
per-tier
Entitlement SLAs
human-approved
Every AI reply
360°
Account context
Overview

Every case, with the whole customer in view

Customer Service Management connects accounts, contacts, entitlements and cases so agents see the full relationship — not just the ticket in front of them. Entitlements and contracts drive which SLA applies, so your best customers get the response they paid for.

The Customer-Draft Agent reads the case and surfaces similar resolved cases, then drafts a reply grounded in your knowledge — leaving the agent to review, refine and send. Nothing reaches a customer without a human in the loop.

Capabilities

Everything Customer Service Management does.

Omni-channel cases

Email, portal, chat and API converge into one case record with a unified timeline and full history.

Entitlements & SLAs

Per-customer entitlements determine response targets, so gold-tier accounts get gold-tier clocks automatically.

360° account view

Accounts, contacts, contracts and open cases in one place — agents act with the entire relationship in context.

Grounded replies

AI drafts answers from your knowledge base and similar cases; agents approve before anything is sent.

Case routing

Skills- and tier-based assignment with escalation paths that fire on SLA risk.

Proactive service

Spot at-risk accounts and recurring issues early, and turn resolved cases into self-service knowledge.

Workflow

From contact to confirmed resolution

Every process is a configurable state machine — built visually, governed by approvals and SLAs, with no code.

  1. 01
    New

    Case opened from any channel, matched to its account and entitlement, SLA assigned by tier.

  2. 02
    Triaged

    Categorized and routed to the right team; similar cases surfaced for the agent.

  3. 03
    In progress

    Customer-Draft Agent proposes a grounded reply; agent reviews, edits and responds.

  4. 04
    Resolved

    Solution captured, knowledge candidate created, customer asked to confirm.

  5. 05
    Closed

    Confirmed, CSAT captured, outcome rolled into account history and reporting.

Autonomous workforce

AI agents for Customer Service Management.

Specialist agents work this module with business context and the exact permissions of a human in the role — planning, retrieving grounded context, and acting through governed tools under human-in-the-loop control.

Meet the agents →
Customer-Draft Agent

Drafts agent-approved customer replies and suggests similar resolved cases.

Summarization Agent

Condenses long case threads for handoff and escalation.

Knowledge Agent

Promotes recurring resolutions into public self-service articles.

Why teams choose it

Outcomes, not just features.

01

Right SLA, right customer

Entitlements drive response targets automatically — no manual tier lookups, no missed commitments.

02

Faster, safer replies

Grounded AI drafts speed agents up while keeping a human firmly in control of the customer relationship.

03

Deflect the next case

Resolved cases become knowledge, cutting repeat contacts and raising self-service rates.

FAQ

Questions, answered.

Q. Do customers ever receive an unreviewed AI message?

No. The Customer-Draft Agent runs at 'suggest' autonomy — it only drafts. An agent reviews and sends every reply.

Q. How are SLAs tied to customers?

Entitlements link accounts to response targets. When a case opens, the matching entitlement sets the SLA automatically.

Q. Can it share data with ITSM?

Yes. CSM and ITSM share the same task core, so a customer case can spawn or link to an internal incident with full traceability.

See Customer Service Management in action.

Explore a fully-seeded demo tenant — live records, SLAs, agents and the Control Tower, all on one metadata core.