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ERP.AI Customer Success Platform

Customer Success Platform

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Customer Success Platform

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Customer Success Platform

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Explore the system
What’s insideExplore the capabilities defined for this system.How it worksFollow the work through the system, step by step.
Reference
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Customer Success Platform

Tickets, queues and slas, in one system.

Health score, playbooks, renewal tracking

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Planned scope
Priority rules
SLA risk
Escalation path
Warranty claims
Customer portal
CSAT
Macros
Merge and split
Reopen rules
Agent workload

A workspace preview is not available yet.

Explore capabilities

What’s inside.

Health score, playbooks, renewal tracking

Tickets

Intake from email, web and chat

Queues

Routing and assignment

SLAs

First response and resolution clocks

Knowledge

Articles and macros

Portal

Self-service and status

Escalations

Paths, timers and ownership

Workflow handoff

Ticket to resolution

Tickets, queues and slas, in one system.

Start now ↗
  1. 01
    Intake
  2. 02
    Triage
  3. 03
    Assign
  4. 04
    Resolve
  5. 05
    CSAT
ERP•AI workspace

Make it work your way.

Use Proto to configure this system for your business. Review fields, rules and approvals before releasing changes.

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Capabilities describe the planned system scope.

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SupportPlanned

Helpdesk & Ticketing

Give every customer request a clear owner.

  • Ticket management
  • Ticket ownership
  • SLA tracking
  • Knowledge base
  • Priority rules
  • SLA risk
Start now Explore
SupportPlanned

Live Chat Platform

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Call Center Management

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Field Service Management

Plan the visit. Equip the technician. Close the job.

  • Skill-based dispatch
  • Service windows
  • Route planning
  • Technician mobile work
  • Offline synchronization
  • Truck stock
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SupportPlanned

Customer Feedback System

Turn customer feedback into a clear next step.

  • CSAT surveys
  • NPS surveys
  • Customer effort
  • Customer feedback
  • Survey analytics
  • Follow-up
Start now Explore
SupportPlanned

Knowledge Base Platform

Give customers answers your team can stand behind.

  • Knowledge base
  • Help center
  • Article publishing
  • Self-service search
  • Content review
  • Content gaps
Start now Explore
SupportPlanned

Community Forum

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Warranty Management

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

SLA Management Dashboard

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Chatbot Builder

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Quality Assurance (QA)

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Complaint Management

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Remote Support / Screen Share

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Customer Onboarding Portal

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Service Level Agreement Builder

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Escalation Management

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Returns / RMA Portal

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Internal Help Desk

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Multilingual Support Platform

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Customer Support

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Omnichannel Inbox

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Case Management

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Grant Management Platform

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
SupportPlanned

Animation Studio Management

Tickets, queues and slas, in one system.

  • Priority rules
  • SLA risk
  • Escalation path
  • Warranty claims
  • Customer portal
  • CSAT
Start now Explore
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