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
IllustrativePellmark Training
SupportSuccessAccount managerTicket investigated and fixed · reply approved by Luis
Bramble Hotels
OnboardingSupportNeeds you · SSO exception for their IT team
Northwind Foods
SuccessAccount managerCredits at 80% · upgrade offered to the owner
Harbor Clinics
OnboardingSupportImport 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
// 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.
Their own configuration, their own data, their own goals. A generic answer fits none of them, so each customer waits for the one person who knows their account.
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 305account.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
IllustrativeBramble Hotels · Onboarding
DecisionTheir IT wants SSO without SCIM. Allow it for this account?
Assigned to Priya · Implementation
Northwind Foods · Account manager
GuidanceCredits at 80% with 9 days left. Offer the annual plan or a top-up?
Assigned to Luis · CSM
Harbor Clinics · Support
ApprovalBulk-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 workOnboarding
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 moreLessonfield
Agent// 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.