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AI & Automation

Customer service assistance

Planned

A help-desk copilot grounded in each customer's history and open work, so your team answers fast with full context.

Overview

Service reps lose time hunting for a customer's history before they can even answer. Thorbis is planning a customer-service copilot grounded in that customer's record, past jobs, open work, invoices, and prior conversations. It drafts grounded replies and pulls the context your team needs in one place, so answers go out faster and more consistently without losing the human touch.

What we're building

Every service request starts with the same scramble, a rep digging through past jobs, open work, and invoices before they can even answer the question.

Thorbis is planning a customer-service copilot grounded in that customer's record: their history, open jobs, invoices, and prior conversations, all pulled into one view. It drafts replies grounded in the account so your team can review and send them fast, answering common questions with full context. Responses go out quicker and stay consistent across the team, without losing the human touch. For service reps and office staff fielding customer questions all day.

What you'll be able to do

  • Pull customer history and open work into one view
  • Draft grounded replies for your team to review
  • Answer common questions with full account context
  • Speed up response time on service requests
  • Keep replies consistent across your team
  • Ground every answer in the customer's record

Rollout plan

  1. 01

    Grounded context

    In progress

    Pull the customer's history and open work into one view.

  2. 02

    Drafted replies

    In progress

    Draft grounded replies for your team to review and send.

  3. 03

    Consistent service

    In progress

    Answer common questions with full context and keep replies consistent.

Milestones

  • Not started:

    Context assembly

    Gather customer history, jobs, and invoices into one view.

  • Not started:

    Reply drafting

    Draft grounded replies for review.

  • Not started:

    Common questions

    Handle common service questions with account context.

More in AI & Automation

How to send useful feedback

Name the blocked role

Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.

Explain the workaround

Describe what your team does today and where the process fails under real work.

Define success

Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.

Built for operators

A shared operating layer behind every page

Whether a buyer starts on an industry, feature, migration, or tool page, Thorbis routes the conversation back to the same product system: jobs, money, customers, and team work in one place.

01

One workspace

CRM, dispatch, estimates, invoices, payments, and reporting stay connected.

02

Unlimited users

Bring owners, office staff, dispatchers, techs, and managers into the same system.

03

Guided switch

Migration planning, validation, and cutover support are built into the buying path.