Solutions for customer support

Answer customers quickly, and send the hard questions to a person

CognixAI Workflow handles the everyday questions across email and WhatsApp using your own documents and systems, and hands the rest to your team with the full story.

Customer question · Email Live
Does my health policy cover pre-existing conditions? When does the waiting period end?
Checked: Policy wording (PDF), page 14
Yes — pre-existing conditions are covered after a 36-month waiting period. Your policy started on 1 April 2024, so cover begins on 1 April 2027. Would you like a call with your advisor?
Answered in under a minute Sent from your support inbox Advisor copied

Sound familiar?

Where the time goes today

  • The same questions arrive every day, on every channel
  • Customers wait hours for answers that already exist in a document
  • Agents re-read long threads to understand what's going on
  • Urgent issues get buried under simple ones

How it helps

From first message to resolution

CognixAI Workflow

Sort every request

Each message is read and labelled by topic, urgency and customer.

  • Intent and urgency detected automatically
  • Routed to the right queue or person
  • Urgent issues flagged immediately
CognixAI Workflow

Answer from your documents

Replies come from your policies, FAQs and product information.

  • Knowledge base built from your own files
  • Consistent answers across email and WhatsApp
  • You decide what the AI is allowed to answer
CognixAI Workflow

Look things up

Order status, bookings and account details come straight from your systems.

  • Connects to your database or API
  • Answers with live information
  • No switching between tools
CognixAI Workflow

Escalate with context

When a person is needed, they get the full picture in one message.

  • Summary of the conversation so far
  • Customer details and history attached
  • Alerts on Slack, email or WhatsApp

See it in practice

Example: insurance policy questions

  1. 1

    A customer asks what their policy covers

  2. 2

    The workflow finds their policy document

  3. 3

    AI pulls out the cover, waiting periods and exclusions

  4. 4

    A clear summary is sent back on WhatsApp

  5. 5

    Anything unclear goes to an advisor with the details attached

Common questions

What if the AI doesn't know the answer?

It hands the conversation to a person with a summary, instead of guessing. You decide which topics it can answer on its own.

Which channels does it cover?

Email and WhatsApp are the most common. Messages can also come in through web forms, webhooks or your existing help desk.

Can it use our internal documents?

Yes. Upload policies, manuals, price lists and FAQs to the knowledge base, and answers are based on them.

Start with your most common questions

Send us the ten questions your team answers most. We'll show you how they'd be handled automatically.