Protocol
Protocol Intelligence

Use AI with customer history and service policy in context.

Protocol uses customer history, company knowledge, service policy, the live conversation, and connected tools to help teams research and resolve customer issues.

Protocol Intelligence
Live customer context
Customer message
I upgraded yesterday, but my workspace still shows the old plan. Can you check what happened?
Identify customer01
Sarah Chen · Nimbus
Read account state02
Enterprise · active
Inspect billing activity03
Upgrade completed
Search previous cases04
2 relevant resolutions
Apply service policy05
Entitlement refresh permitted
Prepare resolution06
Ready for review
Recommended resolution
Context ready

The plan upgrade completed successfully, but the workspace entitlement did not refresh. The account is eligible for an immediate entitlement sync under the subscription policy.

Prepared replyDraft

I found the issue. Your upgrade completed correctly, but workspace access did not refresh. I can sync the entitlement now and confirm once the new plan is active.

Billing policySubscription recordPrevious ticketProduct docs
Human approval required before account change
Built into the system

Built for depth without the clutter.

Human review and permissions remain visible when an AI-assisted action changes customer data or business state.

01Draft and recommend replies
02Search knowledge with citations
03Classify, route, and prioritize
04Perform approved actions and hand off to people
Connected intelligence

Every feature works with the same customer and service context.

Move between conversations, structured work, customer records, knowledge, workflows, reporting, and quality without losing the operating state behind the issue.

Protocol Intelligence
Customer contextConnected
Service policyConnected
KnowledgeConnected
Workflow stateConnected
PermissionsConnected
Frequently asked questions

Questions about Protocol Intelligence.

Clear answers about how this part of Protocol fits into a customer service operation and what teams should expect when they use it.

What context can Protocol Intelligence use?+

Protocol Intelligence works with the live conversation, customer history, approved company knowledge, service policy, and connected operational context available to the workspace. Keeping those sources together helps recommendations stay grounded in the same information the service team uses.

Does Protocol Intelligence replace human agents?+

No. Protocol helps service teams with research, classification, summaries, drafting, recommendations, and approved actions while keeping permissions and handoff points visible. Teams can decide where review is required and where a configured workflow may proceed automatically.

Can teams see where an AI-assisted answer came from?+

Knowledge-assisted responses surface relevant source material so agents can review the basis for an answer before sending it. This is especially useful when service policy, product documentation, or customer-specific context affects the correct response.

View all Protocol FAQs
Next step

See Protocol Intelligence in your service operation.