Customer engagement
Remember every customer.
One record for every customer: what they asked, bought and booked, with support and follow-up that pick up where the last conversation ended.
Customer engagementSolutions · Support
Support that knows the customer: one history across inquiries, orders and bookings, with agents drafting replies and people sending them.
Available Customer record runs today; connection agreed per project
The problem
Support lives in a shared inbox, a legacy helpdesk and a CRM nobody updates. A customer writes in, and the person answering starts from nothing: no order, no booking, no last conversation.
The old system was set up for a process the business no longer follows. Replacing it looks risky, so the team keeps working around it, and the workarounds become the process.
What Steepworks builds
We connect your website, store, bookings and existing records to one customer record, then run support from it. Every inquiry arrives with the history beside it. Agents read the context and draft the reply. A person reviews and sends.
Moving off the old system is a scope we agree: what history to move, what to archive and when to switch. Merrily by Steepworks runs the support and the customer record, and also works on its own.
Plan your support moveCustomer engagement
One record for every customer: what they asked, bought and booked, with support and follow-up that pick up where the last conversation ended.
Customer engagementAI workflows
Inquiry to follow-up, order to fulfilment, booking to reminder. Built as workflows, with agents on the routine steps and your team approving what matters.
AI workflowsAnalytics engine
Website analytics and operating records in one place you own, with dashboards for your team and the same data for your agents.
Analytics engineBackoffice operations
Schedules, stock, staff and the records behind them, in the same system as your website and customers instead of three spreadsheets.
Backoffice operationsSee where support arrives today, what the old system holds and what the team actually does.
Connect the channels, move the history you need and answer from the customer record.
Switch over, archive what remains and put routine answers on an agent with review.
Illustrative scope. We agree the features, integrations and proposal price with you before work begins.
Built by Steepworks · Portfolio
Our own customer engagement product: support threads, conversations and history on one customer record.
Explore the projectOur own products and client work in progress. Project examples describe our work, not measured business results.
We do it for you. Our team and agents lead and implement your website or application, with a scope and build price you agree.
We do it with you and your agents. Our team contributes to the build alongside yours, with clear responsibilities and a price for our part of the work.
Co-Build is a shared engagement with our team. The automated agent request-to-preview integration is planned. Developer & agent guide
Tell us what you need. We’ll agree the scope and proposal price with you.
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