Agent Service

Transform the customer and agent interaction

One platform that gives agents the information they need the moment they need it to deliver exceptional support experiences.

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A woman wearing a headset sits at a desk with a laptop, smiling while on a call. On the screen, a notification shows an incoming call from Angela Wells, a VIP member since May 15, 2024.

Improve service quality by 20% with Kustomer’s agent service solution

Automatically reroute the right agent
Angela has a question about her insurance claim involving a recent accident. She calls the toll free number on her last billing statement.
The customer is greeted by a voice recording that verifies her as a customer. Once verified, the system recognizes that the customer is based in California with specific rules and coverage plans, so the system automatically transfers the customer to an agent trained on how to handle claims in California.
A smiling woman with long gray hair talks on the phone by a window. Inset: another woman wearing headphones sits at a desk using a tablet, also smiling.
A white telephone handset icon with sound waves, displayed on a green square background, symbolizing a phone call or call function.
Angela calls her insurance regarding a recent claim
A white right-turn arrow on a blue square background, indicating a right turn or direction.
The system automatically reroutes her to an agent in her locale
Timeline highlights potential customer savings
The agent receives the call in his queue and reviews the customer’s timeline to see that she had been in a recent accident and filed a claim. The agent delivers the current status of this claim that is still under review.
Before ending the service call, the agent reviews more of the customer’s timeline to see that she had purchased and registered a new vehicle with safety features last week to replace the one in the accident. Based on this information, the insurance agent informs the customer that she is now eligible for a new safe car discount that would save her $50 per month. Agent asks if she would like to renew her plan for another year and apply the discount.
A person wearing a headset sits at a desk, smiling and looking up while speaking. They are in front of an open laptop, with a leafy plant visible in the background against a blue wall.
A blue square icon with three white sparkling stars of different sizes in the center, symbolizing magic, cleanliness, or something new.
Timeline states the status is still under review
A green icon featuring three horizontal white lines stacked inside a rounded square, with an L-shaped corner at the bottom left, resembling a document or list symbol.
Timeline shows agent that Angela is eligible for a new car discount
Customer renews with new discount
The customer says yes. The agent renews her plan with the ‘new safe car’ discount applied.
The agent says the insurance company will send an automated status update about her claim once the review is completed. The customer is relieved that she will not need to call back for that.
A smiling woman with long gray hair stands by a window, talking on her smartphone. She wears a brown jacket over a beige top and has one hand in her pocket in a modern kitchen.
A green circle with a white check mark in the center, commonly used to indicate approval, success, or confirmation.
Renews with discount

Agent Service

Improve the customer and agent connection

A smiling woman with long gray hair and glasses holds a phone and a mug in a cozy kitchen. A yellow circle is drawn around her head, highlighting her face.

Agents with the right customer context elevate the experience

Give agents the most advanced tools to deliver exceptional customer experiences.

Schedule Demo
A web interface for managing agent skills in a routing system. The Skills tab is active, showing a table with skill names, user icons, associated rules, and options to edit or delete each skill.

Workflow automation and skill-based routing

Save agents time with intelligent workflows that automate repetitive tasks, from updating customer profiles to highly complex business processes, so they can focus on resolving complex customer issues quickly. Easily configure routing rules to organize, sort and route conversations to the right agent at the right time.

A customer support dashboard for banks displays multiple chat conversations, agent responses, status tags, and an AI-powered insights panel on a light interface, set against a solid purple background.

Customer timeline view

Empower agents with all the context they need at their fingertips including historical orders, reviews, appointments on the Kustomer Timeline. This threaded, chronological display captures every customer interaction and leverages natural language processing to assess sentiment and detect intent. This provides agents with essential context, empowering them to deliver exceptional customer experiences.

Three profile cards with statistics for Alex Smith, Charles Johnson, and Bob Jones, each showing numbers, bar graphs, and icons for mail, chat, people, and search, on a blue background.

Performance reports

Track team and individual performance down to the minute, and drill down on data points to manage performance and optimize operations. Predict staffing needs with a heatmap of your busiest hours, and re-allocate resources in real-time with live dashboards.

A man in a yellow shirt and light pants stands smiling with arms crossed in front of a blue door, surrounded by green plants. His face is highlighted by a yellow oval.

Kin improved efficiency and eliminated manual triage by automating end-to-end service workflows. Kustomer has changed how Kin operates, aligns with customers and makes decisions.

Eli Gratz

Vice President of Growth & Business Development

A man with short brown hair and glasses smiles at the camera. He is wearing a blue and white plaid button-up shirt and is pictured against a plain white background.

See Kustomer’s agent service 
solution in action.

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