Web chat
On your website
Customer: Does this come in a larger size?
Sales Agent: It does. Here are the sizes in stock.
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Sales Agent
Answers product questions and helps customers find the right fit. Your team sets the rules and steps in when a customer needs a person.
Sales Agent
Product question
Customer
Can you help me choose the right option?
Sales Agent
Sure. What will you mainly use it for?
AI handling
What the Sales Agent handles
- Answers product questions
- Helps customers find the right fit
When your team steps in
Your rules decide when the Sales Agent handles a conversation on its own and when it involves your team.
One agent across voice, chat and messaging.
Let customers reach the same agent by phone, web chat or message. Manage the conversations in TandemCX.
Sales AgentActive on 3 channels
AI handling
Messaging
Text message
Customer: Is this still available?
Sales Agent: It is. Want me to hold one for you?
Delivered
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Voice
Phone call
Caller · I’m comparing a few options.
Sales Agent · Happy to help. What matters most to you?
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Get your first agent ready
Pick a job, connect the tools and set the rules. Test your agent before it handles customer conversations.
Start with one agent
S
Setting upSales Agent
Getting things ready
Pick an agent
Where could your team use help?
Support · Booking · Orders · Sales · Accounts
Connect your systems
What should your agent have access to?
CRM · Scheduling · Helpdesk · Commerce · Business data
Choose your channels
How do customers reach you?
Web chat · Messaging · Voice
Set your controls
When should it involve your team?
Supervised · Guided · Independent
Ready to test
Your agent can now receive a call
Meet the other agents.
Support AgentAnswers common support questions and brings in your team when a customer needs a person.Meet the Support Agent Booking AgentHelps customers book, change or cancel appointments.Meet the Booking Agent Order AgentChecks order status and gives customers delivery updates.Meet the Order Agent Account AgentHelps customers understand their account and balance.Meet the Account Agent
See TandemCX in action.
See agents handle routine customer work, ask for approval and hand conversations to your team.
Support Agent
A focused place to start
1
Pick an agent
2
Connect your systems
3
Set your controls
Start with one agent. Stay in control. Add more when you’re ready.