50% resolution in 30 days. Or every dollar back. See the guarantee →

Setup & migration

Live in a week. 50% automation in 30 days.

Enterprise rollouts aren't just deploying AI. They're data migration, custom field mapping, change management, and agent enablement, the real ground reality of switching helpdesks. A dedicated implementation manager owns your cutover end to end. The AI is built in the first 20 minutes. Your team is live within a week. You hit 50% automation by day 30.

Talk to an implementation manager

We build your AI live on the call · IM assigned same day

app.richpanel.com/migration/northpeak-wellness
Migration cutover dashboard, Day 6 of 7 · 386K tickets imported, 47 macros converted, 23 custom fields mapped 1:1, 14 routing rules preserved, 12,847 internal notes captured, 8,412 contacts. IM signed off after 99.7% parallel-mode QA match across 2,400 conversations. Ready for cutover tomorrow at 9 AM PT.

Day 6 of a 7-day cutover. Your IM signs off after 99.7% parallel-mode QA, before you flip the switch.

The shortcut

Your AI CX Manager is an onsite FTE.

The AI CX Manager is the strategic AI that runs your setup. It does the work of 5 McKinsey consultants times 2 weeks, in 20 minutes. It reads your business, drafts your SOPs, wires your tools, and stress-tests itself before serving a single customer.

What it actually replaces
Six weeks of consulting. Months of prompt engineering. An ops hire you didn't have headcount for.
The AI CX Manager understands context engineering, permissions, tool calls, retrieval, and escalation logic so you don't have to. You bring the business. It brings the harness.

How it works

Set up your AI in 20 minutes. No consultants.

The CX Manager does the work of 5 McKinsey consultants × 2 weeks, in 20 minutes. It auto-scrapes your business and bootstraps your AI before you finish your coffee.

Past tickets Trustpilot reviews Reddit threads Help center Product guides
Phase 1 · 20 minutes → 80% there.
CX Manager scrapes the sources above and drafts your brand voice, SOPs, escalation logic, and tool wiring. By the end of the call, you have a working AI agent.
Phase 2 · 15–20 min/day for ~2 weeks → 80%+ live.
CX Manager surfaces what it learned from yesterday's conversations, suggests tweaks, ships the changes. By week two, you're at 80%+ autonomous resolution on your real customers.
Switching from another helpdesk? We move everything.
Historical tickets, contacts, macros, custom fields, all imported via API. Zero downtime. Live in under a week.
app.richpanel.com/cx-manager
CX Manager mid-setup, importing 386K past tickets, analyzing 1,247 Trustpilot reviews, scanning Reddit threads, ingesting your help center, then assembling 12 SOPs and wiring 4 tools. AI agent ready to test 22 minutes in.

Twenty-two minutes in. CX Manager has read your business and assembled your AI agent. One click to test.

What you don't have to learn

You bring the business. We bring the AI engineering.

Building production AI agents involves a stack of decisions that take a senior engineer months to get right. The CX Manager handles all of it, you handle the parts only you know.

Handled by CX Manager
Context engineering
What information goes into the AI's working memory, when, and how to compress long histories without losing what matters.
Handled by CX Manager
Permissions & guardrails
What the AI can do unilaterally vs. what needs human approval. Refund caps, escalation triggers, audit trails.
Handled by CX Manager
Tool wiring
Which actions the AI can execute, refunds, returns, address changes, subscription updates, and how to fail safely.
Handled by CX Manager
Retrieval (RAG)
How the AI looks up the right SOP, product fact, or policy at the right time. Indexing, ranking, freshness.

Already on another helpdesk?

We migrate the operation. Not just the tickets.

A helpdesk migration isn't a data export. It's your routing rules, custom fields, escalation paths, and the tribal knowledge your team has built over years. A dedicated implementation manager runs the migration end to end and signs off before you go live. Nothing lost. Zero downtime. Your team keeps answering tickets on the old system while we move the history in parallel.

Historical tickets, contacts, attachments.
Last 18+ months of conversations imported via API, full thread, attachments, status, customer profile, internal notes. Reporting continuity intact.
Custom fields & data model, mapped 1:1.
Every custom field, ticket type, custom status, and tag maps cleanly to Richpanel via our importer. Your dashboards and saved views don't break on day one.
Assignment routing & escalation rules.
Your routing logic, SLA policies, on-call rotations, and tier escalation paths, preserved exactly. Day-one operations feel identical to your team.
Macros, canned responses, tags.
Become AI SOPs and brand-voice training data. Past tickets teach the AI how your team actually answers, you don't start from zero.
Institutional knowledge, captured.
Internal notes, “how we handle X” rules, escalation reasons, agent collision patterns, read by the CX Manager and turned into operating rules the AI follows. Years of tribal knowledge stays inside the system, not in your head.
Verified by your implementation manager.
A dedicated IM walks the cutover with you, audits every imported record, runs parallel-mode QA against your old helpdesk, and signs off before you flip the switch. You go live with confidence, not hope.

The proof

Don't take our word for it. Take a demo.

On the call, we set the CX Manager loose on your store. It scrapes, drafts, and stands up an AI agent right in front of you. Then we let it answer a real ticket from your queue, and you tell us how it compares to your best human agent.

Most prospects come in expecting a slide deck. They leave with a working AI on their actual store.

See it built on your brand

Built live on the call · 20 minutes · 50% resolution in 30 days, or every dollar back