Use case · Account self-service

Account changes — without a ticket.

Update email, change plan, manage team, export data, close account — all self-serve in chat, with the right safeguards.

UserAdd 3 seats to my plan.
Account Hub
Self-service
Online
Plan update
+3 seats · $147/mo
proratedconfirm
The problem

Why it isn't working right now.

“contact support” tax

Simple account changes shouldn't require a ticket. They still do, in most products.

long resolution times

Email-based account changes take days for things that should take seconds.

support load on trivial changes

Most account tickets are routine. Bots haven't been able to do them safely — until now.

How it works

Four steps. No engineering.

1 week
01

Connect account systems

User mgmt, billing, plans — secure access via tokens.

1 week
02

Encode safe operations

What can be self-served vs. what requires step-up auth or human review.

Live
03

Open in account portal

Customers self-serve from the chat embedded in their account.

Weekly
04

Track deflection + safety

Self-served, escalated, failed auth — visible.

Example

A plan change, done in 30 seconds

Admin asks to add seats. Assistant calculates proration, confirms, updates the plan.

Live conversation

A plan change, done in 30 seconds

Admin asks to add seats. Assistant calculates proration, confirms, updates the plan.

Avg response 1.0s
Add 3 seats to our plan.
You're on the Pro plan at $49/seat/month. Adding 3 seats = $147/month going forward, prorated $98 for the rest of this cycle. Confirm?
Confirmed.
Done — 3 seats added. Total seats now 11. Invoice updated. Want me to send invites?
Yes — sarah@, dan@, mara@, all at our company domain.
Invites sent. They'll appear in Team once they accept.
Results
Self-serve rate
87%
of account changes
Resolution time
<1 min
vs. 2 days
Support tickets
−71%
account category
Auth failures
<0.1%
step-up safeguards
What's inside

Built to do the work.

Step-up authentication

Risky actions require additional auth — email confirm, MFA.

Team management

Invite, remove, change roles — all in chat with permission checks.

Plan changes

Upgrade, downgrade, add seats — with proration math visible.

Data export

Self-serve export with rate limiting and audit trail.

Account closure

Cooling-off period, retention save flow, clean deletion.

Self-serve analytics

What's self-served, what escalates, where users get stuck.

Common questions

  • Step-up auth for sensitive actions; full audit trail.

Ready when you are

Stop the “contact support” tax — let users serve themselves.

14 days · No credit card · Live in 10 minutes

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