Pick a goal
Reduce ticket volume in your existing helpdesk
Connect Zendesk, Front, Intercom, or HubSpot. The AI handles routine tickets; your team gets the rest with full context.
Answer 24/7 across messaging channels
Chat widget, WhatsApp, and SMS — same AI, every channel.
Stand up a voice agent for inbound calls
An AI phone agent that answers, looks things up, and transfers to a person when needed.
Automate API work the team handles by hand today
Teach the AI to look up orders, update fields, and call your APIs — so customers stop waiting on a human.
Pick the order
Train the AI on what it should know
Upload your help center, sync from Zendesk, Notion, or Confluence, or crawl your site. The AI’s answers are only as good as the content it reads from. See Agent Training.
Pilot one channel end-to-end
Pick the channel with the most predictable questions — often the chat widget or email. Get Autopilot answering, prove the resolve rate, then expand. See Build Agents.
Wire up handoff to your helpdesk
Tickets the AI can’t handle should land where your team already works. See Integrations.
Add Actions for the API work
Order lookups, refunds, address updates — replace the boring back-and-forth. See AI Actions.
Pick by role
CX operations admin
Read ‘How OpenCX Works’ and ‘Architecture overview’, then pilot one channel.
Evaluator or decision maker
Start with ‘Architecture overview’ for the data-flow and control story. Bookmark ‘Core concepts’ for shared vocabulary.
Developer
Skip to API authentication, then MCP and Actions. The dashboard isn’t required for backend automation.
Related Documentation
Quickstart
If you skipped this, do it first.
How OpenCX Works
The five pieces every agent shares.
Architecture overview
Where data lives and what your team controls.
Core concepts
Vocabulary in one place.