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Operations & Insight

One case record. Built in, or bring your own.

Accounts, contacts, cases and a full SLA engine run natively as your system of record. Already invested in Salesforce, Dynamics or ServiceNow? The Enterprise Edge layers over it — never a rip-and-replace.

Case #10482 · one record Layer of truth
Account Contact Case Timeline
WA Order query resolved, OMS updated AI worker · Digital 09:14
VOICE Refund requested, case opened AI worker · Voice 11:02
CRM Account flagged high-value Enterprise Edge · write-back 11:03
CHAT Waiver above limit, gate opened SLA engine · rule fired 14:09
EMAIL Approved and confirmed in writing Priya N. · advisor 14:14
✓ Written by both workforces One case, five touchpoints
1
Case record across both workforces
8
Enterprise systems connected
0
Records migrated to start
40s
Approval turnaround, not 12 minutes
Customer journey management

One customer, eight touchpoints, one record.

A single dispute over nine days. Where AI and human work are recorded separately, only the human touchpoints reach your case record — so the history the advisor reads is not the history the customer lived.

Separate stacks
The journey your record can see
2 / 8
On the record
WA Order query Not on record
WA Delivery date Not on record
VOICE Refund asked Not on record
VOICE Advisor call Human
EMAIL Invoice sent Not on record
CHAT Chased again Not on record
CHAT Waiver agreed Human
WA Confirmed Not on record
Six AI-handled touchpoints missing — so the advisor asks questions the customer already answered, and the report understates the work.
AIWRKR
The journey as it actually happened
8 / 8
On the record
WA Order query AI
WA Delivery date AI
VOICE Refund asked AI
VOICE Advisor call Human
EMAIL Invoice sent AI
CHAT Chased again AI
CHAT Waiver agreed Human
WA Confirmed AI
Every touchpoint on one case record, whoever or whatever handled it — which is what makes the next conversation start where the last one ended.
Case #10482 · SLA engine Rules firing
Rule · 14:02
Priority P1 idle beyond 15 minutes — escalated to Tier 2 automatically.
Rule · 14:09
Refund value ₹28,400 exceeds advisor limit — approval gate opened for supervisor.
Rule · 14:11
SLA at 80% consumed — supervisor notified with 3:06 remaining.
Outcome · 14:14
Approved and resolved with 0:00 breach against target.
✓ 3 rules fired, all recorded
Escalated before it mattered
The SLA engine

Escalation that happens before the breach, not after the report.

Rules evaluate continuously against the live case. Tier 1 to Tier 2 to supervisor, with the trigger and the evidence written to the record each time it fires.

Your rules, evaluated live rather than in a nightly batch
Approval gates enforced by value, policy and exception type
Every escalation logged with its trigger, for QM and audit
Retention & compliance

Or it layers over the system of record you already own.

Where your record lives · your choice 0 records migrated
Native record · included
Enterprise Edge · over your CRM
Hybrid · by business unit
Bring your own CRM
Salesforce, Dynamics 365, Zoho, HubSpot — read and write.
Bring your own ticketing
Zendesk, ServiceNow, Freshworks, Jira Service Management.
No migration to start
The Edge reads and writes in place. Nothing is lifted out.
Switch later, freely
Move the system of record without moving the platform.
Salesforce Dynamics 365 ServiceNow Zendesk
What moves on your floor

One history, whoever handled it.

One case record SLA breaches → zero No rip-and-replace Approvals in seconds Reports that reconcile
Against separate AI and CRM stacks
Interactions on the case record
6%
100%
Records migrated to start
All
None
Approval turnaround
12 min
40s
Systems an advisor opens
6
1
Typical beforeWith AIWRKR
Under the hood

The record is a platform primitive, not a sync job.

AI workers and advisors write to the same case object as they work, so the history is complete by construction. Where you keep your own CRM, the Enterprise Edge reads and writes it in place rather than copying it.

See the Integration Layer →
Case object
One record written by both workforces as they work
SLA engine
Your rules, evaluated live and logged when they fire
Enterprise Edge
Reads and writes your existing system of record
Integration Layer
Core systems wired for execution, not lookup
Across the platform

What the record connects to.

Point it at your own CRM.

Bring read access to a sandbox of your Salesforce, Dynamics or ServiceNow. We'll show the Edge reading and writing it live — with nothing migrated.