Escalation with full context
Everything the next person needs, gathered first: the history, the account, the billing, what has been tried and what to do.
Chat
Connected apps.
Connect each one once. You sign in on the app's own screen, and you can disconnect any time.
Zendesk
HubSpot
Stripe
PagerDuty
Slack
An example run.
What the agent does, step by step, after you ask. This is an illustration; your results depend on your own data.
Escalation with full context
zendesk.get_ticketTicket and 14 messages read; the same error three timesDonezendesk.search_tickets2 earlier tickets from the same customerDonehubspot.get_companyGrowth plan, renews in 40 days, owner SamDonestripe.list_invoicesAll paid; one disputed charge last quarterDoneslack.search_messagesAn engineer mentioned the same error in #engDonepagerduty.list_incidentsA related incident was resolved yesterdayDoneslack.post_messageEscalation pack posted to the account ownerWaits for you
You stay in control.
Looking things up is automatic. Anything that changes something waits for you, and every step is logged.
Runs on its own
- Ticket and 14 messages read; the same error three times
- 2 earlier tickets from the same customer
- Growth plan, renews in 40 days, owner Sam
- All paid; one disputed charge last quarter
- An engineer mentioned the same error in #eng
- A related incident was resolved yesterday
Waits for your approval
- Escalation pack posted to the account owner
How it works.
Connect your apps
Zendesk, HubSpot, Stripe, PagerDuty, Slack. Setu keeps the sign-in secure and never shows your passwords to the agent.
Ask, or set a trigger
Run it on request, or when a ticket escalates. You describe the job in your own words.
You stay in control
Reading is quick. Anything that writes or deletes can wait for your approval, and every step is logged.
More for customer support.
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Customer support
Triage and route every ticket
“Triage the new tickets.”
Each ticket categorised, prioritised using the customer's plan and history, linked to bugs and sent to the right queue.
When a ticket arrives
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Customer support
Refunds with guardrails
“Handle this refund request.”
The purchase verified, your policy checked, the refund prepared and the customer answered, with the money step always waiting for you.
When a refund is requested
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Customer support
Close the help center gaps
“What do customers keep asking that our help center doesn't answer?”
Repeat questions found across channels, checked against existing articles, with drafts for the biggest gaps.
Every month
Give your agent real hands.
Connect an app, hand your agent the tools, and watch it finish the job.