OOctwin Platform Guides
Service & operations

Service & operations

Resolve more. Escalate smarter.

Let the agent handle the questions it can, and hand the rest to your team with the full story attached. Fewer tickets, faster answers, and nothing falling through the cracks.

Agent handles

Deflect the routine

The everyday volume that doesn't need a person — answered instantly, at any hour.

  • Order status, hours, and FAQs
  • Bookings, updates, and simple changes
  • Voice notes and photos, understood in context
Person handles

Escalate the rest

When judgement is needed, it becomes a case — routed to the right queue with its history.

  • Opened into the right queue automatically
  • Full conversation and customer record attached
  • Tracked to a clear resolution, no repeating

How a request flows

One path in, the right outcome out.

Every message starts with the agent. Most resolve on the spot; the ones that need a person become a structured case — routed, timed, and tracked.

Message in WhatsApp / web Agent can handle it? Resolved instantly most conversations Case opened routed by queue · SLA Person resolves full history → disposition YES NO

The agent is the front door; casework catches everything it can't close.

When a case is opened

Structured casework, not a shared inbox.

Cases carry a queue, a type, a target time to respond, and a disposition — so work is prioritised and measurable.

Everything the agent knew, the person gets.

The case opens with the conversation, the customer's record, and the reason it was escalated — so whoever picks it up starts informed. Routing, target times, and dispositions are configured per queue, so the right work reaches the right team and its resolution is captured.

Know your customer, and your operation

Context on the person — and proof it's working.

Records

A memory for every customer

Contacts and records keep who they are and what's happened, so the agent and your team always have the full picture.

Journey

See where people move — and stall

Journey analytics show how conversations progress through your funnel, so you can find the drop-offs and fix them.

Governance

Roles, access, and cost

Per-user sign-in with role-based access and per-workspace usage and cost, so operations stay accountable at scale.