The challenge
A crypto platform was fielding the same support questions around the clock — account access, how-tos, order status — and every one pulled a person away from higher-value work. Generic chatbots couldn't answer with the platform's real, live data, so they created more frustration than they solved.
So we…
Our approach
We didn't want a canned FAQ bot. We scoped the real conversations first — mapping the questions customers actually ask and where each should end: an instant answer, a pull from live data, or a clean handoff to a human — then wired the agent into the platform's CRM and real-time data so its answers were true, not generic.
What we built
- Scoped from consultation through a mapped conversation tree
- Demoed, tested, then integrated with the CRM and real-time data
- Deployed as a bottom-right widget with ongoing monitoring
- Designed to answer 24/7 and surface relevant products
Built with
How it works
- 1Customer question
- 2AI support agent
- 3Live data + CRM
- 4Answer or human handoff
The result
A 24/7 support agent wired to the platform's live data and CRM — answering routine account and how-to questions instantly and handing off to a human only when needed — so the team stops fielding the same questions around the clock.