Customer-success teams / Markham, ON
Private AI for customer-success teams.
Resolve the permitted request during the conversation.

Resolve the permitted request during the conversation
Identify intent, retrieve the relevant answer and recognise when the task needs specialist help.
Inputs: Consented voice or chat requests, authorised account context and approved product knowledge.
From observation to completed task
Create tickets, answer status questions and perform approved account-service steps with a human handoff.
Organise customer follow-up actions from approved meeting summaries
The supporting records include authorised service records, success plans and meeting notes.
Staff verify commitments and customer permissions.
The systems involved
Help-desk and application APIs, caller verification and local speech tools.
SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.
What a useful result must get right
Test incorrect actions and escalation failures; account changes obey explicit authority.