from—Way More than Entry-Level Customer Service Capabilities

Posted Friday, August 22, 2014 in Customer Service by Mitchell Kramer

We’ve just completed our product evaluation of,’s customer service offering for very-small, small, and mid-sized businesses as well as for small departments in larger organizations. The product is based on technology that came to in its acquisition of Assistly in September of 2011.

From positioning, pricing, and packaging perspectives, is an entry-level customer service application. The smallest organizations can purchase subscription licenses for its core case management capabilities on email, telephone, Facebook, and Twitter channels for $3 per user per month for up to three users. Its next price point is $30 per user per month to add chat, knowledge management, community, web self-service, and reporting capabilities and an API for integrating external apps. $50 per user per month adds more users and support for multiple languages and multiple brands.’s customers are exactly small and fast-growing companies. The list of reference customers provides a good idea about the kinds of companies that are best fits. Some of them are:

  • BarkBox
  • HotelTonight
  • One Kings Lane
  • SoundCloud
  • Susty Party
  • ZenPayroll
  • Volotea

For example, here’s the web self-service site for Volotea, a low-cost Spanish airline. Creating and Managing Rules at Volotea

Top Two Takeaways

Our top two takeaways from our research are offers:

  • Fast and easy deployment
  • Rich customer service capabilities

Let’s take a closer look at why.

Fast and Easy Deployment

As we expected for an entry-level app, is easy to learn and easy and fast to deploy.

We took the “Free Trial” offered to any business on, learned how to deploy and use the product, configured it to support our evaluation, and used its facilities (almost) as if we were a customer service organization. Note that trial deployments are preconfigured for a one agent customer service operation. It was absolutely fast and easy. Case management on a packaged agent UI works out-of-the-box.

Knowledge management capabilities are built-in, too, but, of course, you’ll have to populate the knowledgebase with relevant knowledge items. helps with samples and predefined, configurable “Topics” for categorizing them. Web self-service also works out-of-the-box on a packaged but configurable UI. We did some very basic configuration for the self-service UI below. Support Center UI

Rich Customer Service Capabilities

We found’s customer service capabilities to be way more than entry-level, especially case management. For example, the table, below, shows the predefined fields of’s case objects. The product packages application services that support all of the fields. The large number of date/time fields demonstrates the breadth and depth of case management capabilities. Case Objects




String identifier for this object


Unique identifier to reference this case to an external system


Short summary of, or excerpt from, the case


Subject of this case


Number between 1 and 10 (1 being lowest priority)


Case description or background information


Current state of the case: new, open, pending, resolved, closed


Channel of the case source: chat, Twitter, email, Questions and Answers, Facebook, or telephone


Labels associated with this case


Label ids associated with this case


The case's ISO language code: EN, FR, DE, IT, JA, SP


Deployment-specific fields


Date/time this case record was created


Date/time this case record was last updated by any action


Date/time this case was last updated by a user


Date/time this case was last active


Date/time the most recent message was received


Date/time the lock on this case will expire


Date/time this case was first opened


Date/time this case was most recently opened


Date/time this case was first resolved


Date/time this case was most recently resolved

Table 1. Predefined fields in’s Case objects

Worth a Closer Look is an impressive offering. Its fast and easy deployment and rich customer service capabilities could make it a best fit as your business’s first cross-channel customer service app. And it can grow with you to the point where you have a staff of several dozen customer service agents. Take a closer look. Read our Product Evaluation Report. from
Customer Service for Small and Growing Businesses
By Mitch Kramer, Senior Consultant, Patricia Seybold Group, August 22, 2014




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