AI agents for customer operations

Turn customer conversations into controlled business actions.

WWater qualifies leads, books appointments, resolves routine support, updates customer records, and triggers approved workflows across the channels and systems your business already uses.

Natural conversation.Controlled execution.Visible results.

Private beta for agencies and service businesses.

Appointment booking · Live testSample data
Conversation

Could I book a consultation next Tuesday afternoon?

I found your account, Maya. I can check availability.

2:30 PM works.

One moment while I verify the details.

Execution1/6
Muted walkthrough

Product proof

Built for real customer workflows, not isolated AI demos.

See the conversation, customer context, business checks, connected action, and final result inside one product.

01

Customer context

Use current customer, booking, purchase, and conversation information when relevant.

MC

Maya ChenCustomer matched

98%
Last appointmentJun 18
Preferred locationDowntown
Conversation history12 messages
02

Approved actions

Complete configured actions in connected systems instead of only generating a response.

01

Check availabilityCalendar · completed

02

Create appointmentHighLevel · completed

03

Schedule follow-upWaiting for result

···
03

Human handoff

Transfer conversations when approval, judgment, or direct assistance is required.

ConfidenceLow
!

Human review requiredRestricted account change

Route toAccount support
04

Action history

Review the requests, checks, actions, results, and failures behind each workflow.

Customer matched12:41:08
Availability checked12:41:09
Appointment created12:41:10
CRM updated12:41:11

Your tools are connected. The work between them is not.

A customer sends a message. Your team still has to identify them, check their history, update the CRM, schedule the appointment, create the ticket, and remember the follow-up. WWater coordinates those steps from the conversation.

ChatCRMCalendarSupport
WWater →
Verified actionOne recorded result
01

Customers wait

Requests remain unanswered while staff move between messaging, CRM, calendar, and support systems.

02

Context gets lost

Conversation history, customer records, bookings, and support information become fragmented.

03

Important actions need control

Validation, permissions, confirmation, and clear failure handling protect business systems.

Operating model

From message to verified action.

Natural conversation on the surface. A controlled, inspectable process underneath.

01

Understand

Interpret the request and collect missing information.

02

Verify

Match the customer, retrieve context, and apply rules.

03

Execute

Complete an approved action in a connected system.

04

Confirm

Record the result and transfer exceptions when needed.

Complete more customer work without adding more manual steps.

Start with the high-frequency work your team repeats and give every action a clear path, rule, and result.

01

Convert more inquiries

Qualify inbound leads and move qualified customers into booking or follow-up.

02

Resolve routine requests

Use current customer information to complete repeatable service workflows.

03

Keep systems current

Match identities, update approved fields, and reduce manual CRM cleanup.

04

Escalate the right exceptions

Move sensitive, unclear, or high-value conversations to a person with context.

The platform

One platform for the conversation and the work behind it.

Design the customer experience, connect the systems, control execution, and see the complete result.

Platform capability

Build visually

Configure goals, questions, knowledge, workflow steps, actions, rules, and handoffs.

Explore the platform
TriggerNew message
QuestionBooking intent
ActionCreate booking

Interactive product tour

Watch one conversation become a completed workflow.

Follow an inbound inquiry through customer matching, booking, CRM update, and follow-up.

Website chat Live test

I need help choosing a service and want to book next week.

I’ll confirm what you need, match your record, then check available times.

Action requiring confirmationAppointment created
System events 6
1

Customer matchedCompleted

2

Context retrievedCompleted

3

Information collectedCompleted

4

Business rule checkedCompleted

5

Confirmation receivedCompleted

6

Appointment createdFinal result

ConversationContextChecksActionsResult

Controlled execution

Flexible in conversation. Predictable in execution.

Customers communicate naturally while important actions remain inside configured business controls.

01Confirm sensitive actions
02Validate required information
03Limit access
04Transfer exceptions
05Record every result
06Handle failures
Execution historyCompleted

Final resultAppointment bookedTuesday, July 21 · 2:30 PM

1

Customer matchedMaya Chen · existing customer

+0.4s
2

Context retrievedBooking preferences found

+0.4s
3

Availability checkedTuesday · 2:30 PM available

+0.4s
4

Confirmation receivedCustomer confirmed time

+0.4s
5

Appointment createdConsultation added to calendar

+0.4s
6

CRM updatedOpportunity moved to Booked

Final
HLBeta

HighLevel

CRM and appointment operations

  • Find or create contacts
  • Update approved fields
  • Create appointments
Integration details
MKVia Make

Make

Configured workflow scenarios

  • Pass structured customer data
  • Trigger scenarios
  • Receive workflow results
Integration details
WCAvailable

Website chat

Embedded customer conversations

  • Start customer workflows
  • Preserve conversation context
  • Transfer exceptions
Integration details
APIAPI or webhook

REST API

Controlled custom actions

  • Send structured requests
  • Validate action data
  • Return action status
Integration details

WWater for agencies

Deploy repeatable AI operations for every client.

Configure client-specific agents, systems, rules, and workflows from one agency account while keeping each client separate.

  • Separate client workspaces
  • Reusable workflow structures
  • Client-specific integrations
  • Team access and permissions
Explore WWater for agencies

Northstar AutomationAgency account

T

Reusable workflowLead qualification + booking

Template
Deploy to client workspaces
AC

Atlas ChiropracticHighLevel · Website chat

Live
BN

Bright North DentalHighLevel · Messenger

Testing
Separate data, credentials, configuration, and execution history.

FAQ

What to know before applying.

How is WWater different from a chatbot?+

A standard chatbot primarily generates responses. WWater combines conversation with customer context, approved actions, business rules, human handoff, and execution history.

What actions can WWater perform?+

Actions are configured through supported integrations, Make workflows, APIs, and webhooks. Availability depends on the connected system and permissions.

How are important actions controlled?+

Workflows can require customer matching, required fields, rules, permissions, confirmation, or human approval.

Can a person take over a conversation?+

Yes. Handoff conditions cover restricted requests, low-confidence situations, failed actions, and customer requests.

Who is the private beta for?+

Agencies and service businesses deploying defined workflows such as qualification, booking, support intake, CRM updates, and follow-up.

Private beta

Put one customer workflow into production.

Start with lead qualification, appointment booking, support intake, CRM synchronization, or another defined customer operation.