For Customer Experience

On-brand responses. Every rep. Every session.

Give your CX team a Claude that knows your voice, your products, your policy — and knows what it can't promise.

Get StartedHow it works
Claude
On Belay · CX

Recent

  • Coffee Break — Bianca V3 launch
  • Shopify listing review — Q2
  • HubSpot KB: grinder guide
  • Campaign brief: spring promo

MCP Tools

  • get_my_context
  • list_my_integrations
  • get_integration_credential
C
Context loaded: CX Team · Clive Coffee. Brand voice, product knowledge, HubSpot + Shopify access loaded. Escalation policy and response templates in context.
A
Customer says their Bianca V3 arrived with a damaged portafilter basket. Order #4821. They're frustrated.
C
Pulling order #4821 from Shopify… LaMarzocco Linea Mini, delivered March 12, first contact. Draft response: Hi [Name] — I'm really sorry to hear the Bianca V3 arrived with damage. That's not the experience you should have had. I've flagged your order for a replacement basket to ship within 1 business day. I'll follow up with tracking once it's out…
Message Claude…

CX AI without context is a liability, not a tool.

The problems are predictable. They're also preventable.

Every rep has a different voice. Customers can tell.

One rep is warm and personal. Another is terse and transactional. Without shared brand context, support quality varies by whoever happens to pick up the ticket.

Claude is making commitments your policy doesn't support.

Without guardrails, Claude offers refunds you can't honor, promises timelines that don't exist, and makes exceptions that set precedents. Every unscoped AI session is a liability.

No memory between sessions. Every ticket starts cold.

Claude doesn't know what you covered last week, what's in your KB, or what escalation paths exist. Every rep re-briefs it every time.

What your CX team can do.

Faster responses. Consistent voice. Better outcomes.

Brand voice loaded automatically every session

Tone, personality, what we never say — pre-loaded before the first ticket.

Product knowledge as live context from Shopify

Claude reads your live catalog so product details are always current.

Escalation guardrails baked in

Refund thresholds, escalation triggers, and policy limits configured at the group level.

Triage and ticket categorization

Pull open HubSpot tickets, categorize by issue type, surface patterns.

KB article generation from ticket patterns

Identify recurring issues and generate draft KB articles in your format.

Response draft with order history context

Claude pulls the order from Shopify before drafting — no manual lookup.

Prompts that make reps faster and better.

Customer context pre-loaded. Brand voice enforced.

"Customer reports damaged portafilter basket on order #4821. Pull order history from Shopify and draft an empathetic response with next steps."

HubSpot read+writeShopify read

"This customer has contacted us 3x about the same grinder issue. Pull full ticket history and recommend escalation path."

HubSpot read+writeEscalation policy

"We've had 8 tickets this week about Bianca steam wand pressure. Draft a KB article addressing root cause and steps."

HubSpot readKB formatImageRelay read

Connected integrations

Scoped permissions. Audit trail. Admin-controlled.

HubSpotread+write
Shopifyread
ImageRelayread

Guardrails that protect your team and your customers.

Policy-level. Not prompt-level.

No refunds above threshold without escalation

Refund commitments above the configured threshold are flagged for supervisor review before any response is drafted.

No off-brand language

Brand voice is enforced at the group level. Claude cannot adopt a different tone even if prompted to by the rep.

No unnecessary PII access

Claude accesses customer records only for the specific ticket in context. Broad customer data queries are not permitted from CX sessions.

Consistent support shouldn't depend on who's working the queue.

Give every rep the same brand voice, the same product knowledge, the same guardrails.

Start Free Trial

14 days free · $10/user/mo after · No credit card required