Business knowledge
Answers from approved service, policy, and product information, with a process for keeping it current.
+Solutions
Customer Experience
Give customers helpful answers, clear next steps, and a smooth handoff to your team.
Built around your business. Connected to your team.
Cedar Dental
Patient enquiries · Toronto
Do you offer Invisalign?
Clinic assistant
Yes, Cedar Dental offers Invisalign consultations. A dentist can assess whether it is right for you. Would you like to request an appointment?
Request a consultationPreferred times · confirmed by the clinic
+What we build
Built to help.
Knowledge, conversations, and connected actions—working together.
Conversations
Useful questions and clear options that guide customers toward an appointment, purchase, or support.
Connected actions
Connect enquiries, order information, and support requests to your existing systems and team.
Quality review
Review answers, incomplete tasks, and handoffs to identify what needs to improve.
A connected experience
From a first question to the right next step.
+A connected experience
Keep the context. Move the conversation forward.
A useful agent does more than return an answer. It understands the request, works within your rules, and helps the next part of the journey begin. Your team stays involved wherever judgement or care is needed.
- Grounded in your knowledge
Approved information gives the agent a clear basis for its answers.
- Connected to practical next steps
Guide requests and agreed actions through the systems you choose.
- Ready for a person to take over
Pass the conversation and relevant details to the right team.
+In practice
Built around the moments customers need help.
Explore how an agent can support an appointment enquiry, an order question, or a request for service.
Cedar Dental
Patient enquiries · Dental clinic
Do you offer Invisalign? I'd like to talk to someone about it.
Clinic assistant
Yes, Cedar Dental offers Invisalign consultations. A dentist will assess your options. I can help you request a consultation or connect you with the clinic team.
Request a consultationPreferred times · confirmed by the clinic
Turn a service question into an appointment enquiry.
01
Customer need
A patient wants to confirm Invisalign is offered and arrange a conversation with the clinic.
02
Agent workflow
Use approved clinic information. With permission, collect contact details and preferred times for a consultation request.
03
Team handoff
Send preferences to reception. The clinic confirms availability; a dentist handles treatment options and suitability.
+Clear deliverables
Built to work.
Clear knowledge, tested workflows, and a focused plan to improve.
Experience plan
Agreed customer needs, conversation paths, and actions, with clear points for human handoff.
Approved knowledge
Approved sources, resolved information gaps, and a clear process for keeping answers current.
Tested agent
A configured agent with agreed integrations and documented checks for questions, failures, and handoffs.
Next priorities
Improvement priorities drawn from answer quality, incomplete journeys, and customer feedback.
What we review
Answers
Are answers accurate, useful, and supported by approved information?
Completion
Can customers complete the next step?
Handoffs
Does the right person receive enough context to continue?
Unresolved needs
Which questions or failed actions need attention?
+Questions, answered
Designed around your business.
What to expect from the knowledge, connections, and ongoing work behind a useful AI agent.
What can an AI agent help customers do?
An agent can answer service and product questions, guide enquiries, and support tasks such as order lookups or appointment requests. We agree the actions it can take before launch, based on your systems, permissions, and operating needs.
How does the agent learn about our business?
We organize the approved information your team already uses, including website content, help articles, policies, and service documentation. We identify gaps, define source owners, and establish a process for updating the knowledge behind the answers.
Can it connect with our existing systems?
We review your booking, commerce, CRM, and support tools during scoping. Where a suitable connection is available, the agent can retrieve information or carry out approved steps. Integration requirements and limitations are made clear before work begins.
What happens when a customer needs a person?
We build a clear handoff into the experience. The agent can route a request with the conversation context and relevant details, or explain how to reach your team. Escalation rules cover customer requests, uncertainty, and situations outside the agent's remit.
How do you test and improve the experience?
Before launch, we test common journeys, unclear requests, incorrect assumptions, and failed system actions. After launch, the agreed review process examines answer quality, incomplete tasks, and handoffs, then turns those findings into prioritized improvements.
+Built around your business
Start with the conversations that matter most.
We define the scope around your customer needs, knowledge sources, systems, and expected volume. Start with a focused use case and expand as the experience proves useful.