For customer success

Onboard, answer and renew without asking them to explain again

Every conversation opens with the whole account — plan, previous threads, open tickets and internal notes — so success work starts from context instead of questions.

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AI Agent · onboarding question

Auto-answering

Today · 14:02

One profile

per customer across chat, email and social

Full history

attached before you type the first reply

Internal notes

and mentions, instead of a side channel

The starting point

Sound familiar?

If more than one of these is true today, the fix is usually process and automation — not another headcount.

Customers retell their story to whoever picks it up

Onboarding progress lives in one person's head

Support and success answer the same account without talking

The first sign of trouble is the cancellation email

How Chatdrill helps

Four changes, one platform.

Answer from your own documentation

The AI Agent answers product questions from your help centre and docs, with the source attached to every reply.

Learn more

Nudge the step they skipped

Rules watch behaviour and open a conversation when an account stalls before the step that makes the product stick.

Learn more

Keep the account's whole story

Plan, signup date, previous conversations, open tickets and notes on one profile that travels with the customer.

Learn more

Hand over without retelling it

Assignments, internal notes and mentions move a thread between success, support and engineering with the history intact.

Learn more

Context

Nobody should have to explain themselves twice.

Plan, signup date, previous threads, open tickets and internal notes sit on one profile, so a handover between success, support and engineering carries the story with it.

Team Inbox · All channels

18 openSLA 2 due

Search across every channel…

Mine 6Unassigned 4All

Sarah Chen1m

My order hasn't arrived yet…

David Okafor6m

Is there a team plan?

Website

Alex Rivera12m

Do you restock the black one?

Instagram

Jane Whitfield40m

Invoice for March, please

Marco Bianchi1h

Thanks, that solved it 🙏

Messenger

Sarah Chen

WhatsApp · +65 •••• 4417

Today

Hi, my order #10428 hasn't arrived yet. It's been 9 days.

09:12

Hi Sarah — I can see #10428 shipped on the 4th and is at the local depot. Latest tracking says delivery tomorrow.

⚡ AI · 09:12

Can I get it redirected to my office instead?

09:14

Internal note · Marco — carrier allows one redirect. Sarah is a repeat buyer, let's just do it.

Reply as Chatdrill Support…

One profile per account across chat, email and social

Internal notes and mentions instead of a side channel

Assign and reassign without losing the history

Escalate with the transcript already attached

What changes

What you should expect to see.

No invented percentages — just the specific things that stop being a daily problem once this is running.

Onboarding questions answered before they become tickets

Handovers that carry context instead of losing it

One place to audit what an account was told

Renewal conversations that start informed

Works with

The tools this team already runs on.

Connect what you use today so Chatdrill fits the stack instead of replacing it.

HubSpotCreate and enrich contacts straight from chat.CRM

SalesforceSync qualified conversations into your pipeline.CRM

SlackGet notified and reply from your Slack channels.Productivity

Microsoft TeamsAlerts in your channels.Productivity

See all 26 integrations

FAQ

Before you start.

Does this replace our CRM?

No. Chatdrill holds the conversation and its history, then writes contacts and transcripts into the CRM you already run on.

Can success and support share one inbox?

Can we see an account's whole history at once?

Chatdrill for the rest of your team.

For support teamsSupport that keeps up without hiring for volumeChatdrill answers the questions your team repeats every day, routes the ones that need a person, and shows you exactly where the queue is breaking.See the solution

For sales teamsTalk to buyers while they are still on the pricing pageSee who is on your site, what they have read and how often they have come back — then start the conversation before the tab closes.See the solution

For ecommerceAnswer the question that stands between cart and checkoutSizing, stock, shipping, returns, where-is-my-order. Chatdrill answers instantly with real order data — and recovers the carts that stall.See the solution

For SaaSOnboard, support and retain inside the productAnswer technical questions from your docs, guide new accounts through activation, and give customer success the full history before every conversation.See the solution

For agenciesEvery client site, one loginRun chat and AI for all of your clients from a single workspace, with separate widgets, knowledge, branding and reporting per account.See the solution

For marketing teamsCampaign traffic that talks back instead of bouncingYou already paid for the click. Chatdrill opens the conversation on the page it landed on, captures the lead without a form, and tells you which campaign it came from.See the solution

For educationAnswer applicants and students at the hour they actually askDeadlines, fees, entry requirements, timetables and where to hand something in — answered from your own prospectus and handbook, in the applicant's language, at 2am.See the solution

For healthcare teamsAnswer the logistics so your staff can answer the careOpening hours, what to bring, where to park, how to reschedule, which documents are needed — answered from your own pages, with anything clinical handed straight to a person.See the solution

For financial servicesAnswer the question without answering out of turnTerms, fees, documents and process — answered from the material your compliance team already approved, with a hard boundary on everything else and a transcript of what was said.See the solution

Start every conversation with the context.

Start talking to customers with Chatdrill today.

Start Free Book a Demo

No credit card required.