New·Agentic customer operations

Automate work for every customer.

Aimdoc gets every customer set up, fixes their issues and follows up, in your app, over email and in Slack. Your team gets its time back for the relationships.

Pellmark Training · First week

Illustrative
  1. Workday connected and 412 learners imported.

    Mon · Email

  2. Certificate template rebuilt from their old one.

    Mon · In app

  3. Certificates weren't issuing. Found the cause, fixed it and told Maya.

    Wed · Slack

  4. Dan's team hadn't started. Each manager got their next step.

    Fri · Email

Live in

1 day

Done for them

14 tasks

Needed your team

1 approval

10,000 free credits · No credit card

In production at

Starshipit
Aspira
Avantra
Academy of Mine
Evocalize
PointGuard

// For your customers

Every customer gets the attention your biggest accounts get.

Most customers wait: for a kickoff call, for a ticket reply, for someone to notice they've gone quiet. Aimdoc does that work for each of them as it comes up, so nobody is left waiting on your team's calendar.

Onboarding

Set up from day one

Aimdoc connects their integrations, imports their data and invites their people, then tells them exactly what's left.

Bramble Hotels · live in 2 days · waiting on their IT for SSO

Support

Issues fixed in their account

It looks into the problem where it happened, fixes what it can and has the reply ready for your team to send.

Harbor Clinics · 2 failed imports rebuilt · reply approved

Success

Every request followed through

What a customer asks for is tracked until it's done, and they hear the day it ships. A quiet account gets a nudge.

Pellmark · dashboard shipped Nov 6 · Maya told in app

Renewals

Renewals without surprises

Ahead of each renewal the account owner gets a brief: what's working, what's still open and what to offer.

Northwind · renews in 60 days · brief sent to Luis

Something else your team does by hand for every account? Describe it once and Aimdoc does it for all of them.

See what it can take on

Illustrative accounts

// Channels

It meets your customers where they already are.

No new portal to learn. Customers ask in plain language in your app, over email or in Slack, and hear back in the same place once the work is done.

Customers ask for what they need right where they work. The agent does it, shows them where and takes the next ask.

Learn more

Lessonfield

Agent
For Maya · Pellmark Training
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

// For your team

Your team gets its time back for the relationships.

Agents do the setup, the digging and the follow-ups. Your people make the judgment calls and spend the rest of their day with customers.

  • They only see what needs them

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

  • Nothing goes out without your say

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

  • The whole account in one place

    Open any customer and see what was done for them, what's still open and what's coming up.

  • Try it before customers see it

    Run it quietly next to your team first, then turn it on one account at a time.

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.

// How it works

Live in three steps,
on the product you already have.

No rebuild and no new help desk. From then on it remembers every customer, so what was set up on day one is still known at renewal.

  1. 01

    Connect your product and tools

    Through your API or MCP server, plus your CRM, help desk, Slack and email. Agents act with each customer's own permissions, never a shared login.

  2. 02

    Describe the work

    Write down how your team onboards, supports and follows up, in plain language. Aimdoc does it for every account.

  3. 03

    Rehearse, then go live

    Run it next to your team without customers seeing it. When you like what it does, turn it on.

Pellmark Training · Action log

Day 305
  • account.createdOnboarding agent

    Day 1 · Pellmark signs up

  • └workspace.startWorkspace

    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

  • └customer.updateCustomer update

    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

// Results

Starshipit

What happened when Starshipit put it in front of new customers.

Starshipit serves more than 30,000 retailers, and every one of them sets up differently. “From what I've seen, it's already a better experience.” George Plummer, Founder.

Read the case study

67% vs 26%

New users who used the agent in their first month were still active the next month at 67%, against 26% for those who didn't.

43%

of website conversations were handled outside business hours, when nobody on the team was at a desk.

500+ hours

of sales and support work absorbed over six months, across the website and the app.

// Pricing

Start free.
Pay for the work that gets done.

Credits are units of agent work. You prepay a monthly amount and set a cap, so there is never a surprise bill. No per-resolution fees.

See full pricing

Free

$0

10,000 credits to start, on every channel. No credit card.

Scale

From $100 / month

Pick a monthly prepaid credit amount. Every capability is included and spend is capped.

Enterprise

Custom

A dedicated Slack channel, a managed launch, SSO, SLAs and volume credit pricing.

// Security

Safe to put in front of every customer.

Agents can only do what each customer is allowed to do. Everything they do is on the record, and your team decides what needs a person's approval.

Each customer's own permissions

Every action runs with that customer's identity, so an agent can only do what they are allowed to do. No shared logins.

Customers kept separate

One customer's files, history and memory are never visible to the agents working for another.

Approvals where you want them

Mark any change as sensitive and it waits for a person on your team.

On the record

Every action lands in an audit log, so you can see what was done for which account and why.

Audited

SOC 2 Type II audited, GDPR, role-based access and sensitive-field masking.

Your data stays yours

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

// FAQ

Questions,
answered.

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

  • Aimdoc's AI agents do the work your customers would otherwise wait on your team for. They get each new customer set up, look into and fix issues in the customer's own account, follow every request through to done and prepare renewals. Customers reach them in your app, over email and in Slack. Your team approves what needs approval and handles the exceptions.

Your customers get their work done. Your team gets its time back.