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Customer Service and Retention

Unified inbox across every channel, order context in every conversation, and post-purchase sequences that turn first-time buyers into repeat customers.

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Customer Service

6 features

Omnichannel Inbox

Email, live chat, Instagram DMs, Facebook Messenger, Twitter DMs, and review replies in one unified inbox with order context.

Order Context in Every Conversation

Customer order history, tracking status, return requests, and lifetime value surface automatically when a conversation opens.

VoIP Customer Support

Native phone support with click-to-call, call recording, voicemail transcription, and automatic order lookup by caller ID.

Return and Refund Workflows

Customer-initiated returns through Navigator, automated labels, condition inspection, restocking, and refund processing with reason tracking.

Canned Responses and Macros

Pre-written responses for common scenarios (shipping status, return policy, size guide) with variable insertion for personalization.

SLA Tracking

Response time goals per channel with escalation rules, team assignment, and performance reporting.

Retention and Loyalty

6 features

Post-Purchase Sequences

Automated email flows after purchase: order confirmation, shipping notification, delivery confirmation, review request, and cross-sell.

Cart Recovery Sequences

Multi-step abandonment recovery with personalized product reminders, limited-time offers, and push notifications.

Win-Back Campaigns

Re-engage lapsed customers with targeted offers based on purchase history, browsing behavior, and last order date.

Referral Programs

Customer referral program with trackable links, reward tiers, and automated payouts. Turn satisfied buyers into brand advocates.

Loyalty Rewards

Points-based loyalty program with earn and burn rules, tier levels, and exclusive member pricing through Circle.

Review Collection

Automated review requests sent at the optimal post-delivery moment. Photo review incentives and UGC aggregation across platforms.

Every Channel, One Conversation

A customer emails about an order, DMs on Instagram, then calls. One thread, full order context, zero repeated information. The customer service experience that earns repeat purchases.

Turn Buyers into Advocates

Post-purchase sequences, review collection, loyalty points, and referral invitations. Every touchpoint after the sale designed to bring the customer back. And bring their friends.

Customer Retention

One inbox, every channel. One customer, forever.