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Solutions · SaaS & B2B tech

Support that reads the account first.

Onboarding, troubleshooting, upgrades, integration setup, API questions. The agent reads entitlements, plan limits, and recent activity before it answers — which is the difference between deflection and a frustrated customer typing the same thing twice.

  • SOC 2-aligned
  • HIPAA-aligned
  • AES-256 encrypted
  • Audit-logged

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Key takeaways

  • The agent handles onboarding flows, account-aware troubleshooting, plan changes, and integration and API questions.
  • It reads entitlements, plan limits, and recent account activity, so answers reflect the customer's actual state.
  • Grounded in your documentation and knowledge base rather than a general model's guess about how your product works.
  • Binding changes — plan upgrades, downgrades, cancellations — take an explicit confirmation step and land in the audit log.
  • One line of JavaScript to install, updated centrally so you never re-deploy.

What it handles

The calls that fill your queue.

Troubleshooting that knows the plan

"Why isn't this working?" is usually a plan-limit question. The agent reads entitlements and recent activity and says so directly, instead of walking the customer through steps that were never going to help.

Onboarding without the drop-off

New users get answers at the exact moment they stall. The agent knows where they are in setup and what they haven't finished.

Plan changes end-to-end

The agent explains the difference, confirms pro-ration, and takes the change right up to the threshold — the binding step gets an explicit confirmation and everything lands in the audit log.

Integration and API questions

Answered from your real documentation with the relevant section cited, so a developer can check the source rather than trusting a paraphrase.

Why Teleperson

You already know what deflection is worth

You're likely evaluating this against Fin, Decagon, Sierra, or Ada, and you know the metrics that matter — deflection rate, time to resolution, CSAT, escalation path quality. Two things separate Teleperson: the agent is account-aware from the first turn rather than after an identity handshake, and voice runs on the same brain as chat rather than as a separate product with a separate knowledge base. We've written up the head-to-heads on the [comparison pages](/resources/compare).

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