Explain published information
Use approved public product descriptions, office information and process guides. Keep advice and account decisions with qualified staff.
Built around your business
Clear answers. Careful handoffs.
Organize general product questions and administrative support while keeping identity checks and sensitive account decisions in the appropriate workflow.
A connected support dayThe next person
The next person
gets the whole story.
A customer asks for an explanation of a published process, then needs help with their own account. Separate the general answer from the private account request.
Related history and a shared working Inbox help the team pick up the request with context. Internal Team conversations keep colleagues close to the answer.
Explore this part of Message →For Financial servicesUseful work.
Useful work.
Clear next steps.
Build around the requests your team already handles. Start with the knowledge, channels and handoffs that make those conversations easier.
Verify private requests
Do not disclose account information because someone knows an email address. Use the identity process appropriate to the connected service and the request.
Preserve the conversation
Keep the customer’s question and the earlier response together for the colleague handling the next step.
Check requirements before rollout
Review access, retention, contractual and regulatory requirements for the intended workflow. Do not treat a general support workspace as automatic compliance approval.
Teach it your businessGood answers start
Good answers start
with your knowledge.
Scan your website or answer the onboarding interview. Review the drafts, publish approved answers and set company-specific guidance for AI. Connect only the sources that belong in this workspace.
See how Message AI learns →“Where can I read the product information?”
“How do I contact the right team?”
“Can a person help with my account request?”
Connected context
Bring the relevant tools.
Choose connections for your workflow. Open each guide to see its actual capabilities, required permissions and setup.
Start with one real requestMake the trial
Make the trial
look like your workday.
Connect one channel, publish a small set of approved answers and invite the people who will use the workspace. Test the experience from both sides of the conversation.
- Ask a routine question your team answers every day
- Try a request that needs customer verification
- Ask for a person and review the handoff
- Continue the request through a second channel
Before you start
A few useful answers.
Does AI arrive knowing our financial services business?
No. Build its knowledge from your approved information and connected sources. Review generated articles, configure company guidance and test your actual questions before enabling customer-facing replies.
Can a person take over?
Yes. Your team can handle requests that need judgment, authorization or information AI does not have. Use assignments, internal discussion and customer history to give the next person the context.
Does every connected system allow AI to make changes?
No. Read-only connections provide permitted information; they do not authorize refunds, cancellations, account changes or other actions. Check each connector’s capabilities and keep decisions with the appropriate person or system.
What does a workspace cost?
Chat, Tickets or Phones start at $5/month each with five human support agents included. Support is $10 and Business is $15. Additional services, AI add-ons and usage can be charged separately. The pricing page explains the starting costs.