One platform across every brand and branch.
Roll out inbox, voice, commerce, and ops with org hierarchy, permissions, and phased modules—HQ gets visibility; locations keep local execution.
Modules, one platform
Brand & branch
One tenant
Rollout
Start where ROI is fastest
Every location built its own workaround.
Customer experience varies by branch. Tools multiply. IT queues grow for simple workflow tweaks—and HQ still cannot see revenue and CX in one place.
Standardize the platform. Localize the playbook.
Deploy agents and workflows per entity without replacing core ERP—roles, audit, and industry packs give HQ control with branch agility.
From first message to measurable outcome.
Customer reaches you
Employee opens secure chat after geo-risk flag (e.g. travel / foreign IP).
Agent + knowledge
Playbooks from Confluence + security KB; responses stay inside approved wording.
Workflows & tools
IAM and infrastructure tools: Okta push, Ansible / VPN reprovision, ServiceNow ticket.
Human handoff
Privileged change or ambiguous fraud → L2 with full MFA and command log.
Supervisor view
GRC sees Splunk/Datadog events, policy violations, and mean time to restore access.
Example: VPN lockout from abroad
Matches the IT helpdesk transcript above — Okta, MFA, and Splunk audit trail.
Employee locked out of finance VPN from Dubai; requests reset in chat.
Agent explains policy: employee ID + push approval required for foreign IP.
Okta challenge completes; Ansible rotates VPN credentials; temp token emailed.
Repeated failures or suspected compromise → security SOC queue with session graph.
CISO dashboard shows deflected tier-1 IT tickets and full audit export for reviewers.
Modules that work together
Control at scale
- Roles, permissions, and feature flags per org
- Audit across locations and brands
- Approved knowledge and policies centrally
Connect your stack
- CRM and commerce connectors
- Webhooks and data upload pipelines
- Phased integration—not big-bang
Prove ROI
- Usage metering by team or location
- Group dashboards in KES
- Priority support and rollout planning
Align every location on one customer record.
Executive briefing: architecture, rollout, and first 90-day wins.