SmartDesk AI

Your support queue, running itself.

SmartDesk AI is an AI-first help desk that installs from a single embeddable widget. Visitors ask in the widget and get answers drawn from your own website, documents, and knowledge base, each citing its source; when it can’t answer, it opens a ticket with the transcript and hands the conversation to your team on email, WhatsApp, or SMS. Behind the widget, every ticket is triaged on arrival, drafted by the AI for an agent to approve, routed to the teammate with the best track record in that category, followed up on schedule, and closed automatically when the customer never replies.

System Capabilities

Answers Visitors, With Sources

Visitors ask in the widget and get answers drawn from your website, documents, and knowledge base, each citing where it came from. When nothing relevant exists, it offers a human instead of guessing. Professional plan.

Talk to a Human, on Your Channel

One tap opens a ticket with the full transcript and forwards the conversation to email, WhatsApp, or SMS — wherever your team already answers. Visitors get a receipt with their ticket number, and agent replies reach them by email.

Automated Triage

Every ticket is analyzed on arrival — category, priority, sentiment, escalation risk, and a one-line summary — so agents see the context at a glance instead of reading from scratch.

One-Click AI Drafts

The AI drafts a reply the moment a ticket lands. Agents accept, edit, or reject, and acceptance rate is tracked per agent so you can see where the drafts are actually landing.

Smart Routing & Escalation

Tickets auto-assign to the teammate with the best track record in that category, weighted against current workload. Sentiment is scored on every message; past your threshold, priority bumps and the assignee is alerted.

Follow-Ups, Auto-Close & At-Risk Flags

Resolved tickets get a configurable check-in sequence by email. When the final one goes unanswered the ticket closes automatically with a logged reason, and customers with repeated trouble are flagged as at-risk.

Deployment Process

1

Drop the Widget on Your Site

Sign up, create an instance, paste one script tag. The widget appears in your brand colors and collects tickets from day one — no engineering project, no flow-builder, no professional services.

2

Teach It Your Knowledge

Paste your site URL, upload documents, or connect a GitHub repo or an S3, GCS, or Azure bucket. SmartDesk indexes it, drafts knowledge-base articles you can review and publish, and grounds every answer in what it finds. Professional plan.

3

Watch the Queue Run Itself

Visitors get cited answers or a human. Tickets arrive triaged, drafted, and routed; follow-ups go out on schedule. You review, send with one click, and watch first-response time and acceptance rate live.

Operational Cost

Starter

$49/mo per instance

Most Deployed

Professional

$99/mo per instance

Enterprise

Custom

Connects to Your Existing Stack

SmartDesk AI plugs into the platforms you already run.

Embeddable JS widgetEmail, WhatsApp, and SMS handoffWebsite crawl + document upload (PDF, Word, Excel, PowerPoint, Markdown, HTML, CSV, ZIP)GitHub, S3, GCS, and Azure connectorsClaude on Amazon BedrockAmazon SES emailStripe billing

Common Questions

How fast can I be live?

Self-serve. Sign up, create an instance, paste the widget script tag, and start the 14-day trial — you are collecting tickets within the hour. Add knowledge whenever you are ready.

What happens when the AI can’t answer?

It says so and offers a human. The visitor’s conversation becomes a ticket with the full transcript and is forwarded to the channel you chose — email, WhatsApp, or SMS. It never invents an answer.

What knowledge can the AI use?

Anything you give it: your public website (we crawl it), uploaded documents (PDF, Word, Excel, PowerPoint, Markdown, HTML, CSV, ZIP), a GitHub repository, or an S3, GCS, or Azure bucket — plus articles you write in the portal. SmartDesk can also draft KB articles from what it indexed, for you to review and publish. Knowledge retrieval is a Professional feature.

How do AI drafts get reviewed?

Every draft is created in a pending state with a confidence score and cited sources. Agents accept and send as-is, load it into the reply box and edit, or reject it — and each action is tracked against that agent’s metrics.

Which AI model powers it, and where does my data go?

Hosted SmartDesk runs Claude on Amazon Bedrock inside our AWS environment, and your knowledge is embedded and stored there by our own retrieval service — your content is not sent to third-party embedding APIs. Emails go out through Amazon SES.

Do I need a credit card?

Checkout runs through Stripe and starts a 14-day trial. A card is required, but it is not charged until the trial ends. Cancel anytime from Plan & Billing on your instance dashboard — Manage billing opens the Stripe customer portal, where you can also switch plans or update your card.

What happens when I reach my monthly conversation limit?

Conversations are counted per instance per calendar month. New chats pause when you hit the limit — visitors see your contact details instead, and chats already in progress continue. You are emailed at 80% and at 100%, and Starter instances can switch to Professional (5,000 a month) from Manage billing.

Can I add team members?

Yes, and there is no per-seat charge. Owners and admins invite teammates by email, and colleagues who sign up with your company’s email domain join your organization automatically once they verify their address.

See SmartDesk AI Running Live

We will show you SmartDesk AI processing real data in a live demo. No slides. No pitch deck. Just the system running.

See It Run