Trilogy reached a 70% AI resolution rate across 90 products with an AI solution that scales support and deflects tickets from human agents.
Read the Trilogy storyHow it works
How your AI agent recovers overdue revenue
Each row is the real conversation: pull live data, take the action, hand off with context, stay inside policy.
The agent opens the actual invoice, names what changed and why, and answers from your systems of record. No canned reply, no ticket, no wait.
See how agents read live data
Seats added, plans changed, refunds issued. The agent checks permissions, confirms the cost, executes, and logs every change on the account.
See how agents take action
When judgment is needed, a person arrives with the transcript and the fix already scoped. The customer never repeats themselves, and the agent takes back over once it is resolved.
See how handoff works
The agent secures the account, declines the unsafe shortcut, explains why, and routes the edge case to human review. Policy is enforced behavior, not a disclaimer.
See how guardrails are built
Omnichannel
Wherever your customers are
The same agent, the same answers, on every channel your customers already use.
On your site, before the ticket form
The widget resolves billing and setup questions on the page the customer is already on, and a human joins the same thread when it helps.
Inside your product
The in-app agent changes plans, adds teammates, and updates billing without the customer ever leaving the screen they were on.
On WhatsApp, where they already chat
Invoice questions answered and fixed in the thread the customer opened, with the full history in one place.
By text, even proactively
Security alerts, confirmations, and resolutions over plain SMS, reaching customers who never open an app.
On the phone, resolving the call
Voice agents that check real systems mid-call and fix the problem before a hold queue would have answered.
70%
AI resolution rate
Also building on Voiceflow
Security
Purpose-built for enterprise scale
Production volume, and the certifications to run it on regulated data.
99.95
%
Agent uptime
50
ms
Voiceflow latency
300
K
Messages per minute scale
SOC-2 Type II
Audited for data privacy, processing integrity, and confidentiality.
ISO/IEC 27001:2022
Certified information security management.
GDPR Compliant
Personal data stays personal, with granular permissions.
HIPAA Compliant
Protected health information kept secure.
Works with the CX stack you already run.
Voiceflow hands off to your human team with the full conversation, so nobody asks the customer to start again.
There is no migration project. Voiceflow sits on top of the CX stack you already run, and speaks to anything else through the API.
Most teams are live on their existing helpdesk the same day.
Frequently asked questions
Can the agent handle sensitive billing data?
Yes — SOC-2, ISO/IEC 27001, and GDPR compliance mean teams can trust agents with sensitive billing and revenue data. You define what it may read, what it may change, and what it must refuse.
Does it work with our billing stack?
The agent plugs into Stripe, Salesforce, or any other tool in your billing stack through API-first integrations, resolves the routine volume inside them, and logs every action there — your team keeps one system of record.
What happens when a customer disputes a charge?
It hands off to your team with the transcript and the account context already scoped, so the customer never repeats themselves. Once the person resolves the dispute, the agent takes back over.