Smart Operating Procedures

Build and iterate on AI agents in natural language.
Flexible instructions that compile into code to execute any workflow with precision.

Smart OP
AI Workflow Active
Define SOP
Execute
Define your SOP in plain English
Intents + Actions described naturally

When to use the Shipping DelaySmart OP

Use this when customer asks about why their order hasn't arrived yet

What steps to take in this Smart OP

1. Check the order status by calling order_statusAPI
2. If the status is in_transit:
a. Retrieve the tracking_update
b. Share it with the customer
3. If the status is delayed:
a. Apologize for the delay
b. Offer a 10% discount by calling apply_discount
Smart OP
=
Intents defined in Natural Language
+
Actions & conversation defined in Natural Language


Write Workflows in Plain English, Execute with Code-Level Precision

Stop waiting on engineering to build brittle decision trees. With Smart OPs, your CX team writes procedures in natural language — and the AI compiles them into executable logic that adapts to real customer conversations. Go from idea to live workflow in minutes, not months.
Smart OP Builder
Natural Language
Compiled Logic
Your SOP in Plain English
💬When a customer asks about a refund...
🔍Look up their order using the Order API
📅Check if it's within the 30-day return window
If eligible, process the refund automatically
If not, offer store credit and escalate if needed
📧Send confirmation email with refund details
Auto-compiled Workflow
intentrefund_request
apiGET /orders/{id}
conditiondays_since_purchase ≤ 30
actionPOST /refunds
fallbackoffer_credit → escalate
actionPOST /notifications/email
Connected Systems
4 Active
☁️
Salesforce
CRM
💳
Stripe
Payments
🎫
Zendesk
Tickets
🛒
Shopify
Orders
Smart OP Engine
Live API Call200 OK
GET/contacts/{email}
→ Customer found: Premium tier

Take Actions Across Every System Your Team Uses

Smart OPs integrate directly with your CRM, ticketing, payments, and order management systems. Automatically look up customer data, process refunds, update tickets, and trigger downstream workflows — all within a single procedure, without switching tools.

Enterprise-Grade Guardrails for Every Interaction

Built-in guardrails ensure critical operations — like identity verification, high-value refunds, and compliance-sensitive requests — are handled securely. Smart OPs automatically detect when to escalate to a human, so your customers always get the right level of support.
Guardrails Engine
Incoming Request
Customer requests account deletion
🔐Identity verified
📋Compliance check: GDPR
⚠️Active subscription detected
Decision
Escalated
Escalate to retention specialist
Simulation Runner
Ready
Testing:Refund Request Smart OPv2.1
Refund within window
Order #1234, 5 days old
Refund past window
Order #5678, 45 days old
VIP customer complaint
Premium tier, urgent
Missing order info
No order ID provided
High-value refund
Order #9012, $750
Test Results4/5 passed
94%
Coverage
1.2s
Avg Latency
1 flagged
Edge Cases

Test, Iterate, and Deploy with Confidence

Run every Smart OP through a simulation environment before it touches a live customer. Test against real-world edge cases, validate accuracy, compare versions, and iterate rapidly — a robust suite of testing, versioning, and alerting tools built right in.

Trusted by Fortune 500companies and serving 1M+ ticketsa month

Dropbox logo
Zuora logo
InvoiceCloud logo
MY.GAMES logo
Choreograph logo
XTM logo
Dropbox logo
Zuora logo
InvoiceCloud logo
MY.GAMES logo
Choreograph logo
XTM logo
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Works with tools
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