Customerly

Customerly is a comprehensive, AI-driven customer lifecycle platform designed to unify customer service, marketing automation, and customer satisfaction efforts for businesses of all sizes. It positions itself as a powerful, cost-effective alternative to other major players in the market by integrating essential tools into one cohesive ecosystem. At its core is 'Aura', an advanced AI assistant that revolutionizes customer support by providing instant, accurate, and multilingual responses, significantly reducing the workload on human teams.

The platform is built to empower businesses to save more and respond faster. By automating a significant portion of routine support queries, Customerly allows support teams to focus on high-value interactions and complex problem-solving. The AI is not just a simple chatbot; it continuously learns from your knowledge base and canned responses, ensuring its answers are always up-to-date and relevant. This continuous learning mechanism allows the support quality to evolve alongside your business.

How to use Customerly

Getting started with Customerly is a straightforward process designed for quick implementation:

1. Sign Up & Integration: Begin with a 14-day free trial to explore all features. Integrate the Customerly widget into your website or mobile app with a simple code snippet.
2. Build Your Knowledge Base: Create a self-service help center. Use the intuitive, AI-powered editor to write comprehensive articles and organize them into collections. You can embed videos, code snippets, images, and GIFs to make your guides more engaging.
3. Train the AI Assistant (Aura): Once your help center is populated, Aura automatically starts learning from the content. You can also add canned responses to further refine its knowledge, enabling it to handle customer queries autonomously.
4. Configure Communication Channels: Set up your live chat, team inboxes, and smart routing rules to direct conversations to the right agent or department. Customize the chat widget to match your brand's look and feel.
5. Automate Marketing & Engagement: Use the visual funnel builder to create automated email campaigns and workflows. Segment your audience for personalized communication and leverage in-app surveys and NPS to gather valuable customer feedback.
6. Monitor and Optimize: Utilize the built-in analytics to track team performance, customer satisfaction (CSAT), failed help center searches, and article feedback. Use these insights to continuously improve your support and content.

Core Features of Customerly

• AI-Powered Support: Features 'Aura', an AI chatbot that learns from your knowledge base, provides instant answers, and automates over 50% of support tasks. It includes an AI Assistant to help human agents craft faster, better responses.
• Live Chat Suite: Offers real-time text chat, innovative Video Live Chat, and Screensharing capabilities directly within the browser, eliminating the need for third-party tools.
• Unified Help Desk: A central team inbox that consolidates all customer conversations. It includes a multilingual, AI-driven Help Center for self-service, significantly reducing support ticket volume.
• Marketing Automation: A visual funnel builder to design automated workflows, a drag-and-drop email template builder for creating beautiful campaigns, and smart segmentation for targeted messaging.
• Customer Satisfaction Tools: Integrated in-app surveys and a comprehensive Net Promoter Score (NPS) system to measure customer loyalty and gather actionable feedback.
• Integrated CRM: Provides a 360-degree view of each customer, merging all interaction data into a single profile for enhanced, personalized engagement.
• Seamless Integrations: Easily connects with your existing tech stack via comprehensive APIs, SDKs, webhooks, and a Zapier integration.

Use Cases for Customerly

Customerly is versatile and can be adapted for various business needs:

• SaaS Companies: Onboard new users with automated email sequences, provide instant in-app support via live chat, and collect product feedback through surveys to guide development.
• E-commerce Stores: Reduce cart abandonment with proactive chat invitations, answer pre-sale questions instantly with AI, and automate order-related support queries.
• Global Enterprises: Offer 24/7 customer support across different time zones and languages without the overhead of a large, distributed team, thanks to the multilingual AI.
• Startups and Small Businesses: Access a powerful, all-in-one customer communication tool at an affordable price, enabling them to compete with larger companies by providing excellent customer service and lead generation.

Advantages of Customerly

Customerly offers a distinct competitive edge:

• All-in-One Solution: It eliminates the need for multiple disparate tools for chat, email, CRM, and help desk, simplifying workflows and reducing subscription costs.
• Cost-Effective: Provides a feature-rich platform at a highly competitive price point, offering significant savings compared to alternatives like Intercom, Zendesk, or HelpScout.
• Smart AI & Escalation: The AI is designed for seamless collaboration with humans. It intelligently escalates conversations it cannot handle, providing the agent with full context to avoid customer frustration.
• Enhanced Productivity: By automating repetitive tasks and providing agents with AI assistance, teams can handle more conversations and resolve issues faster, boosting overall productivity and customer satisfaction.

Pricing and Plans

Customerly offers scalable plans suitable for businesses of any size, with a 14-day free trial available.

• Essential: $9/month. Includes 3 teammates and 1,000 interactions. Ideal for small businesses needing basic lead generation and engagement tools. AI is not available in this plan.
• Startup: $49/month. Includes 6 teammates and 10,000 interactions. Designed for growing teams, with usage-based billing for AI features.
• Pro: $99/month. Includes 10 teammates and 20,000 interactions. A comprehensive plan for established companies looking to elevate their customer service.
• Enterprise: $299/month. Includes 15 teammates and 50,000 interactions. The ultimate tool for large teams requiring extensive customer service and marketing automation capabilities.

AI usage is billed based on credits that do not expire, providing flexibility and control over costs.