How do I get started?
Answer onboarding and setup questions from your product guides, help articles and FAQs. Give customers a clear next step.
See the workflowIndustries SaaS & softwareSupport that knows your businessLess friction.
Less friction.
More customers finding their way.
Turn product documentation into useful answers. Keep account context close, and bring a person into the conversation when troubleshooting needs a closer look.
Explore the product. Choose the plan that fits your team.Software teams supporting onboarding, product usage and recurring account questions.
Answers from your knowledgeConnected customer contextHuman approvalsVoice when enabled
The questions behind the work
Built for the moments your team knows well.
B2B software · Subscription platforms · Developer tools · Digital products
Why isn’t this working?
Collect the problem and conversation history for the right teammate. Use co-browsing, when enabled and consented to, to see where a customer gets stuck.
See the workflowWho owns this follow-up?
Keep customers, companies and follow-up tasks connected to the conversation so questions have a clear owner.
See the workflow
CustomerEagleInbox · SaaS & software
AI + your teamCustomer question
I can’t find the export settings. Can you help?
Product guide · export settings
The export guide shows the settings under Reports. If you’re still stuck, I can bring in the support team.
Customer contextAccount context · conversation history
Escalation → support owner
From question to next stepAI does the groundwork.
AI does the groundwork.
Your team keeps control.
- 1
Ground the answer
Product guide · export settings
- 2
Bring the context
Account context · conversation history
- 3
Make the handover
Escalation → support owner
Co-browsing requires enablement and consent. Customer context reflects the data you have connected or recorded.
More than a quick reply.
A useful next step.
Start with knowledge
Use the information you review and maintain to guide AI answers.
Keep decisions accountable
Route configured sensitive actions for approval and give your team the context.
Go beyond another message
Bring in voice or consent-based co-browsing when enabled and appropriate.
Sales
Turn a good conversation into a next step.
Bring leads, deals and follow-ups onto the customer record your team already knows. See what needs attention today and keep opportunities moving.
- Lead inbox, deal pipelines and activity timelines
- Meetings, sequences, sales goals and forecasts
- AI follow-up drafts and shared customer context
Core Sales on every plan. Advanced tools on Professional; quotes and CRM sync on Premium. AI uses credits.
Explore Sales →
Marketing
Stay relevant after the first conversation.
Build audiences from customer context, create campaigns and guide people through visual journeys. Keep consent and support context close to every send.
- Email and SMS campaigns, forms and pop-ups
- Audience segments and visual customer journeys
- AI email drafts, campaign reports and consent controls
Separate paid add-on; features vary by tier. AI needs Standard or above and credits. SMS uses your provider.
Explore Marketing →
A clear start
Make it work for your team.
Add product documentation, organize customer context and configure escalation ownership.
Can an agent see what a customer is struggling with?
Co-browsing is available when enabled and with the customer’s consent. It helps your team guide a visitor through supported website experiences.
Will this replace our team?
CustomerEagle combines AI assistance and human support. Your team handles exceptions, specialist questions and decisions that need judgement.
Are voice and integrations included in every plan?
Availability depends on your plan, enabled add-ons and connected providers. AI Voice is a paid add-on. Review pricing and integrations for the setup you need.
Review pricingStart with one conversation. Build from there.
Try Professional free for 30 days, with Support and Sales in one workspace. Add Marketing when you’re ready.