Customer support automation
Resolve routine customer inquiries across web chat, email, and messaging with verified answers, customer authentication, and seamless helpdesk escalations.
Explore customer support Solutions
Start with the operational job that needs to get done.
Explore how Chad automates frontline customer interactions, sales intake, order logistics, appointment scheduling, and back-office workflows with pre-built operational agents.
Workflows built around real operations
Your team does not need another blank prompt window or another conversational experiment. Chad delivers production-grade AI agents configured by our engineers around your existing tools, operational policies, and staff handoffs. Every solution starts with an audited job to be done, verified data connections, and deterministic escalation rules.
Solutions by operational job
Lead qualification
Engage inbound prospects instantly, collect required qualification criteria, validate contact information, and deliver structured briefs to your sales team.
Explore lead qualificationOrder & returns automation
Look up order status, provide real-time shipment tracking, evaluate return eligibility against policy, and guide shoppers through returns or exchanges.
Explore order & returnsAppointment booking
Check live provider availability, confirm service coverage, guide clients to suitable appointment times, and book directly into your scheduling software.
Explore appointment bookingBack-office automation
Triage operational emails, extract structured fields from invoices and forms, update CRM boards, and route internal tasks to the right owners.
Explore back-officeWhite-glove deployment, not DIY bot builders
Generic chatbot platforms leave your staff to figure out prompts, debug hallucinated answers, and piece together fragile webhooks. Chad takes a white-glove approach: our engineers inspect your current processes, connect directly to your systems of record, and implement guardrails that reflect your exact business rules. You get a fully deployed operational team member, not software you have to build yourself.
Connect the systems you already run
Chad works natively with leading e-commerce platforms, CRMs, booking tools, and helpdesks—including Shopify, Monday.com, Zenbooker, Zendesk, Gorgias, AfterShip, and Loop Returns. Supported communication channels include live web chat, WhatsApp, and email.
Explore supported integrationsProven operational impact
Read customer experiences“Literally half our ticket load disappeared overnight, and another large portion is being handled by Chad’s automated checks. Chad is the major reason why we’re incredibly lean and profitable.”
Questions about Chad solutions
How do Chad's operational solutions differ from DIY prompt builders?
Chad delivers white-glove, pre-built operational agents configured and maintained by our engineering team. Instead of asking you to build prompts or manage fragile API webhooks, Chad audits your workflows, maps your systems, tests deterministic boundaries, and deploys production-grade agents.
Can our team combine multiple solutions into a single workflow?
Yes. A customer conversation can seamlessly identify an order, qualify a warranty or return request, and route the customer to an appointment or human specialist without breaking context or switching tools.
How long does it take to deploy a Chad solution?
Most standard workflows deploy in days. Our engineering team connects your existing tools, configures policy rules and escalation handoffs, runs edge-case tests in sandbox, and monitors initial production conversations.
Put these solutions into practice
- AI agents vs chatbots: what boosts satisfaction
- Connect Chad to Monday.com for lead sync
- Compare automated returns workflows
View tailored workflows for your industry: E-commerce, Home services, Catering & events, Wellness & fitness, Consumer packaged goods, or explore all industries.
Bring us your operational workflow.
We’ll walk through the triggers, automated actions, and handoffs with your team.