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AI customer service agent

An AI customer service agent that knows your customers

A customer who writes in wants one of a few things: where is my order, what is this charge, when are you coming, can you fix this. Each answer lives in a different system. Liaison reads them all, so it answers the question instead of asking the customer to hold.

It replies by email, text and chat from your own accounts, in your voice, and escalates to you the moment a case needs a person.

What it handles

  • Order, shipping and appointment status, read from the system that holds it.
  • Billing questions: what the charge was for, when the invoice went out, what is still owed.
  • Reschedules and cancellations, with the calendar and the job system updated.
  • Returns and refund requests: it gathers the facts and stages the refund for your yes, because that moves money.
  • The follow-up after the fix: did it work, is there anything else, and the review request when it is time.

Why the records matter more than the script

Most support bots are a script with a search box. They answer general questions well and specific ones badly, because the specific answer is in your order system, your books or your schedule. Liaison starts from those records, so “where is my order” gets the tracking number and “what is this charge” gets the invoice, not a paragraph about how billing works.

When it hands off

A complaint, a dispute, a request it cannot verify, a customer who asks for a person: those come to you or your team with the whole history attached, so the person picking it up does not start from zero. Nothing that moves money, such as a refund or a credit, goes out without your yes.

Liaison Professional · $629 a month

AI customer service agent, set up with you, for $629 a month.

  • Connects to the tools you already run with access you grant; nothing is replaced or re-entered.
  • Works in your voice, from your own inbox, calendar and number, and learns how you write from what you have already sent.
  • Approve each kind of work once; it does it the same way every time after that, and shows you the receipt.

On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.

“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner

$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.

The Gmail inbox inside Liaison, each thread tagged with what was done: Mike Fairview’s invoice thread has a reply drafted, Dana’s Thursday is rebooked and confirmed, North Ridge’s renewal is filed to the account.

Works with the tools you already run

Liaison connects to these and more with access you grant, and reads them together with the rest of your business. Each page shows what it reads and does in that tool.

Questions

Which channels does it work on?

Email through Gmail or Outlook, text through your business number, chat and messaging through the tools you connect, and the help desk you already run.

Can it issue refunds?

It can prepare one with the facts, and it always waits for your yes, because a refund moves money.

Does it replace our support team?

It takes the routine questions and the look-ups. The team keeps the cases that need judgment, with the history already gathered.

What does it cost?

Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats.

See it on your own business.

Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.

Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.