Service Strategy & Vision
We’ll start with a joint workshop:
🎯 Analysis of your current service processes, inboxes, and tools
🎯 Defining the vision: How should your customer service operate?
🎯 Setting KPIs (e.g., response times, CSAT, NPS)
Technical Setup
We lay the foundation:
🔧 Setting up inboxes, ticket pipelines, and SLAs
🔧 Setting up ticket automations and escalation workflows
🔧 Integrating relevant channels (e.g., email, chat, WhatsApp)
Implement AI Features
Here’s where it gets smart:
🤖 Activate the AI agent that automatically answers simple inquiries
🤖 Configure automatic ticket summaries so your team can get up to speed faster
🤖 Integrating suggested responses based on the knowledge base and ticket history
🤖 Set up context-based article suggestions for agents in chat/email
Knowledge Base & Self-Service
So customers can find answers on their own:
📚 Building and organizing an interactive knowledge base
📚 Creating articles together with your team
📚 Setting up the customer portal (self-service + ticket status)
Training & Change Management
So your team will love the system—not just use it:
👥 Interactive training sessions for agents and admins
👥 Supered as a digital HubSpot assistant: step-by-step guidance within the system
👥 Support with adoption and process transition
Optimization & Monitoring
We won’t leave you on your own:
📈 Setting up dashboards and reports for service KPIs
📈 Regular reviews: Where can processes be further automated or AI functions optimized?
📈 Optional: Support as part of a retainer agreement for continuous improvement



