Every customer question, answered with full context.

Ryan, your AI support agent, keeps customers updated before they have to ask.

• Customer questions answered across email, chat, and phone.
• Disputes resolved and every deduction contested.
• Every answer grounded in your real order and invoice data.

Case C-3391Halstead SupplyAnswered

Hi — where is my order and when will it arrive?

Order SO-7042ShipmentInvoice INV-2043

Shipped Tue on SO-7042 — arriving Thursday. Invoice INV-2043 is attached. 📦

Answered with full context2 min

Live

Built for your systems

Runs on the core systems you already have.

Ryan sits on top of your existing stack, no rip-and-replace, reading and writing your orders, shipments, and invoices.

any system you already run

How Ryan works

Context first, then the answer

Ryan pulls the full picture before he responds.

• Pulls the linked order, shipment, and invoice before answering
• Resolves each dispute from that full context
• Contests every deduction, backed by order, shipment, and invoice data

Ryan

Disputes AI agent · Kestrel Timber

$2,700 short-pay

Short-paying INV-4471 by $2,700 — 60 units short on delivery.

GRN and carrier POD confirm all 600 units were received. Proof attached.

Deduction reversed+$2,700

Every case and its linked order, shipment, and invoice in one live view, synced to your core systems.

Northbeam/Support · Cases

Support · Cases

6

CaseCustomerOrderStatus

Halstead SupplyWhere is my order? · Ryan · just nowSO-7042Answered

C-3388Summit HardwareInvoice copy request · 2m agoINV-2039Answered

C-3385Vanguard TradeChange ship date · 18m agoSO-6991In progress

C-3380Ironline BuildersShort shipment · 1h agoSO-6977Answered

C-3376Crestview DepotReturn label · 3h agoRMA-118Answered

C-3370Bayline ToolsReorder status · YesterdaySO-6944Answered

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

Role-based permissions & SSO

Enterprise SSO and 2FA with granular, role-based access control for every team member.

Per-agent guardrails

Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

Budget & Spend management

Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

Full version control

Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

SOC 2 Type II

Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

API access & Multi-tenancy

Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.