AI customer support

An AI customer support agent that knows when to hand off.

ZynfoAI answers customers from your own help docs and policies, checks Shopify orders, and opens a ticket or brings in a teammate when a person is needed. Every conversation lands in one shared inbox.

7-day free trial No credit card required

Acme Support Online · replies instantly

Can I still return the jacket I bought 3 weeks ago?

Acme Support Yes. Unworn items can be returned within 30 days of delivery, and return shipping is free. Want me to check your order? Returns_Policy.pdf

Order #1042 please.

Acme Support Order #1042 was delivered 19 days ago, so you're inside the return window.
Order #1042Delivered
Shopify · 1 itemReturn by Oct 14
What it handles

The questions your team answers every day, answered from your docs.

Each conversation shows the reply a customer sees and what ZynfoAI did to produce it.

Policy and how-to questions Website chat
Acme Support Online · replies instantly

Do you ship to Canada, and how long does it take?

Acme Support Yes, we ship to Canada. Standard delivery takes 5–8 business days and duties are included at checkout. Shipping & FAQ · Google Docs
Behind the scenes
  1. Searched your trained sources for shipping and Canada.
  2. Found the answer in your Shipping & FAQ Google Doc.
  3. Replied with a source link so the customer can read more.
How it works

Set up your support agent in an afternoon.

Add your help docs, write a few instructions, paste one script tag, and connect WhatsApp or Shopify if you use them.

Knowledge baseData Sources
SourceChunksStatus
yourstore.com0/142 URLs
0
ProcessingSync in progress
Returns_Policy.pdfPDF · 12 pages
48
ActiveSynced 2h ago
Shipping & FAQGoogle Docs · 6 docs
112
ActiveImported 1d ago
AI-powered smart crawling · respects robots.txt
Chat widget configurationAI Agent
Saved
Senior Customer Success Rep
#C2410C
Bottom right (recommended)
Enable human handoffRoute to your team when the AI isn't sure
Live agent working hoursMon–Fri · 9:00–18:00
Ava · Your StoreLive support
Hello! How can I assist you today?
Can I return an item after 20 days?
Yes. You have 30 days to return unworn items, and returns are free.Source · Returns_Policy.pdf
Type your message...
Powered by ZynfoAI
DeploymentIntegrations
2 live
<script id="__chatbotSdk__" src="https://app.zynfo.ai/widget/embed.js" data-chatbot-id="ava-7f3k" async></script>
Website widgetAny site or builder
Connected
WhatsApp BusinessMeta Cloud API
Connected
ShopifyOrders, returns, products
Connected
FreshsalesLeads from chat
Connected
InboxOpen · 3
Search sessions...
Sarah K.now

Can I swap it for a larger size?

Queued for Support
Mike J.8m

Where's my tracking number?

Automated
Lisa P.12m

Do you ship to Canada?

Automated
Sarah K.WhatsApp · Order #1042
Queued for Support
Transcript history
Hi! Where's my order #1042?
Visitor · 3m ago · ✔✔
ZynfoAIIt shipped yesterday via DHL and arrives Thursday.
AI Chatbot · 3m ago
Great. Can I swap it for a larger size?
Visitor · now
🔒 Internal noteExchange request. Needs a human to approve.
Hi Sarah, Priya here 👋 I've set up a free exchange to size 9. The label is on its way.
Support Agent · just now
Unassigned conversationClaim it to start responding.
💬 Public reply🔒 Private note
Type your message… (/ for canned replies)
Stay in control

Your team stays in charge of every conversation.

ZynfoAI takes the repeat questions. Your team sees everything in one inbox and can step in at any point.

  • Answers only from your content

    The agent answers from the sources you trained it on. If a question isn't covered, it sends your fallback message instead of guessing.

  • Claim any chat with one click

    Open, assigned and unassigned conversations sit in one Inbox. Claim one and the AI stops replying while you handle it.

  • Find gaps in your help docs

    The dashboard lists unanswered questions and trending topics, so you know which article to write next.

Inbox Open · 3
Daniel R. Website Chat Widget · Live Session
Freshdesk TicketCustomer ProfileSummarize

I was charged twice this month.

ZynfoAI Agent

Sorry about that. I'm passing this to our billing team now so they can check your account.

Queued for Support

Private team note Billing issue. Please check the duplicate charge before replying.
Unassigned Conversation Click Claim Session to take over from AI.
Sarah M. Website Chat Widget · Live Session
Freshdesk TicketCustomer ProfileSummarize

Our team updated SSO credentials and now I cannot log into the dashboard.

ZynfoAI Agent

I verified your account email. A one-time secure recovery link has been dispatched to your corporate inbox.

Received and resolved. Thank you!

Private team note SSO recovery completed. Security logs confirmed no suspicious login attempts.
Unassigned Conversation Click Claim Session to take over from AI.
Liam K. (Scale Tier) Website Chat Widget · Live Session
Freshdesk TicketCustomer ProfileSummarize

Can you help us increase our seat count from 15 to 25 before our training on Friday?

ZynfoAI Agent

I can certainly help prepare your seat expansion. Connecting you with Priya from our accounts team.

Priya

Hi Liam! I have provisioned 10 additional seats on your Scale account at prorated pricing.

Private team note Added 10 seats to subscription. Invoice sent via Stripe portal.
Claimed by Specialist Agent actively managing this thread.
Guide

What an AI support agent should and shouldn't do

Start with the questions you answer every week

Most support inboxes are full of the same questions: where an order is, how returns work, whether you ship to a country, how to reset something. These have written answers already, in your help center, policy pages and internal docs. An AI support agent is useful when it answers those questions from that content and nothing else.

ZynfoAI is trained on the sources you add: website pages, uploaded files and selected Google Docs or Sheets. Together they make up your AI knowledge base. You can show the source link under each answer, so customers and your team can see where a reply came from. If you’re still deciding whether an AI agent fits your support desk at all, our guide to AI chatbots for customer service covers what to hand over and what to keep.

Hand off early, not as a last resort

A good support agent doesn’t try to handle everything. Refund exceptions, billing mistakes and angry customers need a person. In ZynfoAI you decide when that happens: when a customer asks for someone, when a ticket is needed, or through a workflow you build in Automate.

Handoffs respect your working hours. Inside them, the chat is queued in the Inbox with an AI-written summary, routed round-robin, to whoever is least busy, or to the whole team. Outside them, the customer sees your offline message. Either way the teammate sees the full conversation before replying. The human handoff page shows each step.

WhatsApp has its own rules

On WhatsApp, the agent replies inside Meta’s 24-hour customer service window that opens when a customer messages you. After the window closes, businesses can only send pre-approved template messages. That fits support well: the customer writes first, and the agent answers while the window is open. You connect your number through Meta’s Embedded Signup.

Measure what’s missing

After launch, check the dashboard each week. Unanswered Questions shows what triggered your fallback message, Trending Topics shows what people ask about most, and session ratings show how customers felt. Add the missing article, resync the source, and the agent can answer it next time. Our playbook on cutting repeat tickets with an AI support chatbot walks through that weekly review.

FAQ

Customer Support: common questions

Still unsure? Book a 20-minute call and we'll walk through your setup.

What does the AI support agent learn from?

You choose the sources: pages crawled from your website, uploaded PDF, Word or Excel files, and Google Docs or Sheets you select from Google Drive. If you connect Shopify, your product catalog is added too. When your content changes, resync that page or file, or import the Google Doc again.

What happens when the AI doesn't know the answer?

It replies with the fallback message you write, for example offering to connect a teammate. Those questions appear under Unanswered Questions on your dashboard, so you can add the missing information.

How does handoff to a human work?

Turn on Human Handoff in the AI Agent settings and set your working hours. When a customer asks for a person, the chat is queued in the Inbox for a teammate to claim. Outside working hours, the customer sees your offline message.

Can it create tickets in our help desk?

Yes. The agent can create support tickets in ZynfoAI, and you can sync them to Freshdesk when it's connected. The Freshdesk integration is included in the plan.

Which channels does it support?

Your website, through a chat widget you add with one script tag, and WhatsApp Business through the Meta Cloud API. Conversations from both land in the same Inbox. The agent replies in the language the customer writes in.

Related ways teams use ZynfoAI

7-day free trial

Give your support team their afternoons back.

Train an agent on your own content, test it in the Playground, then go live on your website or WhatsApp.

No credit card required

What it does while you're away

  • Order status sent WhatsApp
  • Demo booked, invite sent Website chat
  • Lead captured and synced Freshsales
  • Chat handed to a teammate Inbox