New·Agentic customer operations

Customer operations, run by agents.

Aimdoc gives each of your customers a team of agents that knows their account, works in your systems as them and keeps going after the conversation ends.

Customer operations · All accounts

Illustrative
  1. Pellmark Training

    SupportSuccessAccount manager

    Ticket investigated and fixed · reply approved by Luis

  2. Bramble Hotels

    OnboardingSupport

    Needs you · SSO exception for their IT team

  3. Northwind Foods

    SuccessAccount manager

    Credits at 80% · upgrade offered to the owner

  4. Harbor Clinics

    OnboardingSupport

    Import failed on 2 courses · rebuilt, retrying

Accounts

412

Agents working

1,236

Needs you

3

10,000 free credits · No credit card

In production at

Starshipit
Aspira
Avantra
Academy of Mine
Evocalize
PointGuard

// The problem

Support is a symptom.
The work behind it never got done.

Most tickets start as work nobody had time for: a setup left half done, a failed import nobody saw, a follow-up that never went out. Answering tickets faster doesn't fix that. Doing the work does.

Every customer is set up differently.

A new hire needs months to learn your product and longer to learn each account. A generic bot never does.

Support tools start at the ticket.

They see one message at a time. They don't know what this customer was trying to do last week, or what your team already promised.

No one sees the whole account.

Onboarding, support, success and renewals each run in their own tool. The work that falls between them comes back as a ticket.

// How it works

The unit is the customer,
not the ticket.

Each customer gets their own agents, with their own memory and access. A signup, a ticket, a quiet week or a renewal just wakes them up.

  • Knows the account.

    Each customer's agents keep their own history, files and memory, isolated from every other account. Your CRM adds the rest.

  • Works as the customer.

    They reach your product and systems through MCP or API with that customer's identity and permissions. The sandbox never holds a credential.

  • Wakes on anything.

    A new ticket, an inbound email, a product event or a schedule. The same agents pick it up with everything they already know.

  • Finishes the work.

    They investigate, fix what they can, draft the reply and update your systems. Your team gets the facts, not the legwork.

Pellmark Training · Action log

Day 305
  • account.createdOnboarding agent

    Day 1 · Pellmark signs up

  • └sandbox.startSandbox

    Pellmark only · memory starts here

  • └import_learnersYour product

    412 learners imported as Maya

  • └build_certificate_templateYour product

    custom template saved to memory

  • ticket.createdSupport agent

    Day 9 · "Certificates aren't issuing"

  • └memory.loadMemory

    knows the custom template from day 1

  • └repair_templateApproval

    held for approval · Luis approved

  • └ticket.replyYour systems

    reply drafted, sent after review

  • schedule.weeklyCustomer success agent

    Day 47 · Dan's team quiet for two weeks

  • └get_course_progressYour product

    your product · stalled at module 3

  • └handoff.customer_agentCustomer agent

    nudges Dan in-app and by email

  • renewal.upcomingAccount management agent

    Day 305 · 60 days out

  • └account.briefYour systems

    usage, open issues, seat growth for Luis

Illustrative · one customer, signup to renewal · every step on the record

// Control plane

See every agent
working for every account.

The work runs on its own. Your team sees all of it in one place and steps in only where a person makes the difference.

  • Every run, by account.

    Open any account and see what each agent saw, which tools it called and what it delivered.

  • A queue for what needs you.

    Agents ask when they hit a judgment call. Answer once and it applies to every account.

  • Agents draft. Your team approves.

    Replies and sensitive changes wait for a person until you trust them to go out on their own.

  • Steer, take over or rehearse.

    Redirect an agent in plain words, step in yourself, or run it in shadow mode before it goes live.

Needs you

Illustrative
  • Bramble Hotels · Onboarding

    Decision

    Their IT wants SSO without SCIM. Allow it for this account?

    Assigned to Priya · Implementation

  • Northwind Foods · Account manager

    Guidance

    Credits at 80% with 9 days left. Offer the annual plan or a top-up?

    Assigned to Luis · CSM

  • Harbor Clinics · Support

    Approval

    Bulk-delete 1,140 duplicate learners. Held for approval.

    Assigned to Luis · CSM

A handful of people who know your customers, with agents doing the heavy lifting.

// Services

Onboarding, support, success, renewals.
The same agents underneath all of them.

These are not separate products. Each is a job you define once. It runs for every account and reports to the owner you assign.

How services work

Onboarding

Gets every new customer live: integrations connected, data imported, people invited.

Bramble Hotels · waiting on their IT · nudged Tue

Owner · Implementation

Support

Investigates every ticket in the customer's account, fixes what it can and drafts the reply.

Harbor Clinics · 2 failed imports rebuilt · reply approved

Owner · Support

Customer success

Follows every request through to done and notices when an account goes quiet.

Pellmark · shipped Nov 6 · Maya told in-app

Owner · CS

Account management

Watches usage and credits and raises the upgrade when it actually helps.

Northwind · credits at 80% · owner emailed

Owner · Account management

Your own

Whatever your team does by hand for every account today, defined once.

Compliance, renewals, data hygiene, reviews

Owner · Anyone on your team

Illustrative accounts · include a service with a plan or sell it through your own Stripe

// The customer agent

One agent talks to the customer.
The work happens behind it.

The agents doing the work never talk to customers directly. They report to one customer agent, which keeps each customer up to date wherever they are.

Tells customers what got done, shows them where, and takes the next ask, right in your product.

Learn more

Lessonfield

Agent
From the success agent · Pellmark
The manager dashboard you asked for shipped this morning. It's under Reports, already filtered to Dallas and Denver. Want me to show you?
Yes, and add Luis as a viewer.
acting as maya@pellmark.com · navigate · /reports/managers done
acting as maya@pellmark.com · add_viewer · luis@pellmark.com done

// Own your intelligence

Your expertise
stays yours.

What your team knows about running your product is the asset. The harness keeps it, and every customer's data, under your control.

Your intelligence, kept

Customer data, your playbooks and what the agents learn stay in your harness, not in someone else's general-purpose assistant.

No credentials in the sandbox

Your server vouches for every user. Each tool call gets that customer's identity at the moment it runs.

Secure

SOC 2 Type II audited, GDPR, role-based access, sensitive-field masking, and approvals on writes you mark sensitive.

On the record

Every action lands in an audit log, attributed to an account, an agent and a tool call.

Metered

Every run is priced in credits, so you can see what each account and each service costs.

Cost controlled

Prepaid credits with spend caps and per-service budgets. No per-resolution fees, no surprise bills.

// FAQ

Questions,
answered.

Still curious? Ask the agent in the corner. It runs on Aimdoc.

  • Aimdoc is an agentic customer operations platform. It gives each of your customers a team of AI agents that knows their account, works in your product and systems as that customer, and keeps working between conversations: onboarding, support, success, account management, or work you define. Your team sees every agent for every account in one control plane, approves what needs approval and handles the exceptions.

Run your customer operations on Aimdoc.