Operate the business, and the customer experience.
A venture can offer its customers controlled pages for support, booking, documents and progress, all connected to the same operating system behind the scenes. Customers never get access to your internal workspace.
Your workspace and your customers’ pages are separate.
Internal workspace
Owners, operators and venture staff work inside ErezAgent. Roles decide what each person can see and change.
Customer pages
Customers verify with an e-mail link and see only their own items. Ownership is checked again on every request, and the pages have no route into your internal application.
AI-assisted support that has to prove the problem is resolved.
A customer-facing support page connects to the internal support department. A reply is not a success just because an AI wrote it.
What the customer does
Opens a request on your branded support page, follows its status and replies on the same page.
What happens inside
- Triages the case and sets a severity and a deadline
- Gathers evidence, such as connector health and recent errors
- Drafts a reply
- Proposes a fix and waits for your approval before running it
- Escalates to a specialist agent or a named person when it should
- Marks a case resolved only with evidence
- Turns verified resolutions into knowledge entries once a person approves them
Low-stakes replies can be sent automatically and are always recorded. A reply is held for approval when urgency or churn risk is high, the topic is sensitive, or the agent’s track record is low. For MSPs, customer support, your own service desk and provider support cases are kept separate.
Meetings that arrive prepared.
A booking is not just an event on a calendar. ErezAgent can understand who the meeting is with, what is open with that customer and what should happen next.
Before
Customers book from your page against real availability. ErezAgent syncs with Google Calendar, creates the Meet link and prepares a brief on the customer and what is open. Every fact in it is marked verified, inferred or missing.
After
Outcome notes are drafted for you to confirm, tasks are captured and a follow-up e-mail is prepared for your approval. The customer record changes only after a person confirms.
Limits
Calendar sync works with Google Calendar. ErezAgent does not record or transcribe meetings.
Stop chasing documents manually.
Define what you need once, send the request, and see exactly where each document stands.
- Reusable checklists per customer or process
- Requests by e-mail, with reminders that respect quiet hours and opt-outs
- A secure upload page for the customer
- AI suggests which requirement each file matches, and how confident it is
- A person reviews anything uncertain before it counts as accepted
- Duplicate files are recognised, and every status change is recorded
AI can propose what a document is. It does not silently turn an uncertain guess into verified truth. Scanned, image-only PDFs go to a person for review.
- 01 Missing
- 02 Requested
- 03 Received
- 04 Needs review
- 05 Accepted
- 06 Rejected
- 07 Waived
Used for client, employee and vendor onboarding, and in accounting, legal, consulting, insurance and financial services. These are examples of processes, not certifications.
Configure the customer experience around the process.
Not one fixed portal. For each kind of record you choose the building blocks your customers see.
Three example setups
01Client onboarding
The customer sees where they are in the process: each stage is marked completed, current or upcoming, with the date it was reached. Below it they see the documents still required, a form, a message thread and a way to send a request.
The form shows only the fields you mark as customer-editable, and it is editable only during the stages you choose. Uploaded documents go into the same review queue as every other document request. A message or request opens a support case linked to that record, or adds to the open one, so your team answers it where they already work.
02Service workflow
The customer follows a service through its stages, sees a task checklist, and can upload or download the documents attached to it. They can send a request when they need to ask something.
When your team moves the record to the next stage, the customer’s progress moves with it. They see only the fields you have marked visible, never your internal notes or other customers’ records.
03Support case
The customer opens a request on your branded support page, follows its status and replies in the same conversation. A link takes them to book an appointment when a conversation is better.
They see only the messages you mark as visible to the customer. Internal notes stay on your side.
Twelve building blocks are available, including stage progress, required documents, forms, messages, requests, tasks, signature and approval status, and an appointment scheduler. Customers see only the fields you mark visible, and every response passes an allow-list.
Know every customer, with the evidence.
ErezAgent brings a customer’s deals, projects, subscriptions, support cases, documents and appointments into one timeline and raises findings that need attention.
Questions you can ask in chat or by voice
- Which customers need my attention today?
- Which renewal is at risk?
- Who is waiting for documents?
- What is happening with this customer?
- What should happen next?
What it tells you
Findings include churn risk, an approaching renewal, a stalled deal, an unresolved support risk, an overdue or expiring document, a payment issue and an unresolved follow-up. Each says whether it is a verified signal, a supported inference, an assumption or unknown.
Findings come from rules over your data. The customer brief is an AI summary in which every field is tagged verified, inferred or missing.
Your name, your logo, your address.
Each venture gets readable page addresses such as /support/yourname. The owner adds a display name, a logo and a colour, and can serve the pages on its own web address, such as support.yourcompany.com, after adding two DNS records to prove ownership.
Run processes that do not fit a CRM.
If a process does not fit a traditional CRM object, ErezAgent can model it as a governed business process with its own fields, stages, rules, tasks, documents, signatures, workflows and customer experience.
Three ready templates are included: vendor onboarding, client or matter intake, and contract review. E-signatures go through DocuSign, which you connect. Build it from your own material with Business Twin
See a customer journey on your own process.
Book a demo built around a process of yours, or apply for a guided pilot on your own infrastructure.
Paid evaluation and guided deployment: talk to us. See the plans.