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AI support agent

A support agent that does the task, not the help article.

Floe’s support agent lives inside your product. A user asks how to do something, by voice or text, and for the tasks you support it offers to do it for them: it opens the right screen, makes the change once they approve, and tells them what actually happened.

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Support agent · inside your app
  1. UserHow do I make Sam an admin?
  2. FloeI can do that for you. Should I open Team settings?
  3. UserYes please.
  4. On screenOpens Settings, then Team, and selects Sam's role
  5. FloeI'll change Sam from Member to Admin. Shall I save that?
  6. UserYes.
  7. FloeSaved. Sam now shows as Admin on your team list.
An example on a fictional product.

Last updated

What it does

What does the support agent do?

01

Answers inside your product.

Users ask where they already are, by voice or text. No help-centre tab, no ticket form, no waiting for a reply.

02

Offers to do the task.

For a task you support, "how do I…" gets an offer to do it, and it starts once the user says yes or gives the details.

03

Asks before it saves.

In the on-screen tasks set up with you, it shows what it's about to change and waits for a clear yes before it saves.

04

Tells the truth about the result.

It reports what it could confirm. If it can't confirm a change went through, it says so instead of claiming success.

05

Hands off to a person.

With Periskope connected and your users verified with their phone number, it can hand the conversation to your team on WhatsApp when a user asks for a person or it can't resolve the question.

Also included

What else comes with it?

Quiet until asked.

It waits for the user to open it. Turn on a short invitation if you'd rather it spoke up.

Their own account data.

Connect your own systems through read-only lookups you choose, and it answers about the user's own account, such as their plan or usage, without that data entering Floe's knowledge.

You can see what it does.

A pointer shows where it clicks and types, and the user can keep working on the page while it does.

Explain-only, on request.

"Just explain, don't open anything" gets an explanation and nothing else.

Reviewable sessions.

Your team can review sessions in the dashboard: the conversation and the actions the agent took. With your own systems connected, sessions aren't recorded.

Same install as onboarding.

The same agent onboards new accounts. Which job it does is one setting per user, so one install covers both.

Setup

How do you set it up?

01

Add it to your product.

Add the snippet to your app with the signed-in user's details.

02

Choose the tasks it can do.

Tell us which tasks your users ask about most. Floe sets up those workflows with you and checks each one before users can run it.

03

Let it answer the rest.

Everything else is answered from the docs and help content Floe has read.

FAQ

Questions. Ask Floe.

Which tasks can it carry out?
The workflows Floe sets up and checks for your product with you. For anything else it answers from your docs, and can open the right screen without changing anything on it.
Will it change something without asking?
The on-screen tasks set up with you show the change and wait for the user's clear approval before saving. If you ask us to turn on API actions, you choose which of them ask first. A user can also ask it only to explain, without opening anything.
Does it need API access to our product?
No. It works in your existing interface, with the same buttons and forms your users click. We can also turn on API actions for your site if you ask.
Can it answer questions about a user's own account?
Yes, if you connect it to your own systems through the read-only lookups you choose. It then answers questions about the signed-in user's own account, and says so when the data isn't available. With your systems connected, sessions aren't recorded.
What should stay with our support team?
Keep your existing support path for billing changes, refunds and anything outside the workflows you've set up. With WhatsApp hand-off connected, the agent can pass those conversations to your team.
Which languages does it speak?

Answer the next ticket before it’s filed.

Tell us which tasks your users ask about most, and we'll show you how Floe handles them.

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