Help center

Operate the front office with clear, recoverable controls.

Guidance for business owners, staff, partner operators and integration teams.

Open the sandbox setup Contact support

Common tasks

Prepare a business

Define hours, languages, handoff contacts, knowledge, permissions, payment ownership and the operational system of record.

Review conversations

Inspect transcripts, actions, citations and handoff summaries while respecting role and location access.

Handle an incident

Pause one agent or tenant safely, preserve in-flight state, route customers to humans and retain an audit trail.

Before going live

Test critical scenarios

Run successful, unavailable, duplicate, timeout, cancellation, payment and emergency-escalation journeys.

Confirm provider ownership

Verify phone numbers, messaging accounts, business software and payment links belong to the correct tenant.

Train the human team

Ensure staff can accept a handoff, understand the summary, complete the case and return control to AI.