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Zephlo for Customer Success

Don’t deflect the ticket. Resolve it.

Deflection sends users to a doc and hopes. A Zephlo agent performs the fix — it updates the setting, runs the export, cancels the trial — in the user’s own session, with every answer grounded in your docs.

app.acme.com/settings LIVE
Acme
General
Members
Security
Billing
Members
jordan@acme.com — Owner
ana@acme.com — Admin
+ 10 more members
Security
Single sign-on
SAML / OIDC
Provider
Enforce MFA
Save changes
ZEPHLO AGENT
How do I enable SSO for our workspace?
I’ll just do it for you — enabling SAML SSO with Okta.
navigate("/settings/security")
enable_sso("saml")
set_provider("okta")
Done — SSO is live. All 12 members now sign in through Okta. No ticket needed.
Ask anything, or ask for anything…
Resolved in 41 seconds · No ticket filed · Tools run client-side
01 — What changes

The “how do I…?” ticket, retired.

Today
  1. 1User can’t find the setting, files a ticket
  2. 2Support replies with a doc link, hours later
  3. 3User tries, gets stuck, replies to the ticket
  4. 4A CSM books a screen-share to do it for them
With Zephlo
  1. 1User asks the agent, in your product
  2. 2The agent performs the change in their session
  3. 3User confirms. No ticket, no queue, no screen-share

Seconds instead of hours — and your CS team keeps its time for the conversations that actually need a human.

02 — What the agent can do

Update settings

Plan changes, seat counts, SSO, notification preferences — any change you expose as a tool, executed in the user’s authenticated session.

Navigate and guide

Instead of a doc link, the agent takes the user to the right screen and walks them through your product by operating it.

Execute workflows

Multi-step requests — exports, migrations, form-heavy processes — collapse into one conversation. The agent composes your tools to finish the task.

Answer with citations

For questions that just need an answer, responses are grounded in your indexed docs and cite the source page — auditable, never improvised.

Give your users an agent that finishes the job.

We’ll respond within 24 hours. No spam, ever.