Features
Customer Relations
AvailableGive your customers a portal where they raise requests, follow each one and get quick answers from an AI assistant that knows your business, with your team one step behind it.
14-day free trial · No card needed
What it does
A portal for each customer
Your team invites the people at a customer by email, and each sets a password and signs in with your name and logo on the page. Everyone at a customer sees that customer's requests and invoices, and nobody sees another customer's. A portal login never opens anything in your staff app.
Requests with a reply time
A customer raises a request from a short form or by chatting, picks one of your services and attaches screenshots or a PDF. You set your working hours and two reply targets, normal and urgent. The customer is told the target, never an exact time, and a request still unanswered when it is due turns red and your managers are told.
An assistant that answers from what you know
The assistant answers from the articles you write and from that customer's own invoices and requests. It can say what is unpaid, read back a payment your records show, and report where a request stands. It never promises a refund, a discount, a date or a time, and it never confirms a payment that is not recorded.
Handed to your team with the details
When the assistant cannot help, or the customer needs something done, it collects the details and the chat becomes a request, with a summary for your team and the whole chat attached. The assistant then stays quiet and your staff reply in the same thread.
A staff inbox
Your support team sees every request in one list: waiting on us, waiting on the customer, overdue, closed. They assign requests, reply, leave notes the customer never sees, and get a phone notification and an email when a new one comes in.
Knowledge that grows from your answers
Write short articles for the assistant to use. When your team gives a good answer, they can save it to the knowledge base, and the assistant uses it only once a manager has approved it.
Who it is for
- Companies that sell a service, such as website upkeep, hosting, repairs or support, and answer the same customer questions on WhatsApp all week.
- Teams that want every customer request written down, with someone's name on it and a reply time.
- Owners who want customers to see their invoices and the state of their requests without phoning.
Questions about Customer Relations
Is it available now?
Yes. On every plan, switch Customer Relations on under Settings, then Modules, list your services and invite your first customer, and it is in your account straight away.
Who answers the customer's chat?
An AI assistant. The portal says so. Chats are kept for 90 days unless they become a request, and your managers can read the chats that did not.
What does the assistant know about my customers?
Only your published articles and the signed-in customer's own invoices and requests. It does not see other customers, your staff notes or your staff's contact details.
Will it cost extra?
No. Customer Relations is in every plan. Each plan includes 50 AI replies a month for each paid person, and a trial includes 50 in all. If the replies run out, new chats go straight to your team as requests until the month resets, and your owners are warned at 80%.
Can customers write to us by email or WhatsApp?
No. Requests come in through the portal only, by chat or by the form. The assistant answers in English.
Can we keep it off?
Yes. It stays off until you switch it on. Turn it off again and customers cannot sign in, but nothing is deleted.
Start using Customer Relations with your team
Create your company, invite your staff and switch it on in Settings, under Modules. Your team uses it from the AfriBMS app on their phones.
14-day free trial · No card needed