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Every customer conversation, answered and on the record.

WhatsApp, Instagram, SMS, email and web chat in one inbox. AI agents book, answer and qualify, and every customer lands in a built-in CRM. Our team sets it up and runs it with you: live in days, on our cloud or yours.

Book a walkthroughSee how it works
Set up with you in about 3 business daysYour data never trains modelsRuns in your cloud on request
  • One inbox for every channel
  • AI agents that act in your tools
  • Built-in CRM
  • Your cloud or ours
See how we compare to Intercom, ManyChat, Zendesk and more
Live routing5 lines · 3 agents
WhatsApp
Instagram
SMS
Email
Web chat
Router
Booking agentBookingCalendar + reminders
Support agentSupportOrders + FAQs
Sales agentSalesCRM + qualifying
WhatsApp · 21:42 · routed to booking"Can I move Thursday's cleaning to next week? Mornings are best."Moved to Wed 8:30· reminder set

Example conversations

Plugs into the tools you already run

Product

One place to run every conversation.

See the screens your team works in.

Inbox with Maya Chen's WhatsApp conversation open and the same customer's record beside it

Every channel in one queue, one history per customer.

Meet the agents

Three agents, each with a real job.

Each follows a playbook we write with you: what it can answer, what it can do in your systems, and exactly when it hands over to a person.

Booking agent

Books, moves and confirms appointments against your live schedule, then sends the reminders that stop no-shows.

  • Reads open slots and chair rules
  • Moves, books and cancels appointments
  • Sends confirmations and reminders
  • Hands urgent pain or swelling to staff
Booking agentWhatsApp · Bright Smile DentalLive

Hi, can I move my cleaning on Thursday to sometime next week? Mornings are best.

Checked schedule · 3 morning slots open

Of course. I can do Tuesday 9:00, Wednesday 8:30 or Friday 10:15. Which works?

Wednesday please

Done. You're booked Wednesday at 8:30 with Dr. Chen. I'll send a reminder Tuesday evening.

Appointment moved · Thursday slot offered to waitlist

Routing

One message in. The right agent, and a person when it matters.

Pick an example. Each step shows what Switchboard checks and who ends up handling it.

FIG. 1ROUTE ONE MESSAGE

Example conversations

Channel

  • WhatsApp
  • Instagram
  • SMS
  • Email
  • Web chat

Intent

  • Reschedule
  • Order status
  • Quote request
  • Shipping question
  • Running late

Agent

  • Booking agent
  • Support agent
  • Sales agent

Looks up

  • Calendar, Company Brain
  • Order system
  • CRM, Company Brain
  • Company Brain
  • Calendar

Handoff

  • Not needed
  • Sales call booked
  • Front desk notified

Recorded

  • Appointment on Maya Chen's record
  • Order note on Jordan Lee's record
  • Deal: Harbour Advisory, 40 seats
  • Question logged on the contact
  • Visit updated on the record

Moved to Wed 8:30 · reminder set

Route
ChannelIntentAgentLooks upHandoffRecorded
WhatsAppRescheduleBooking agentCalendar, Company BrainNot neededAppointment on Maya Chen's record

How it connects

One emergency call. Five systems, no copy-paste.

FIG. 2ONE CALL, END TO END

  1. WhatsApp, 21:40

    "Pipe burst under the sink. Can someone come tonight?"

  2. AI workflow

    Checks the service area and tonight's prices in your Company Brain.

  3. CRM

    Creates Maya Chen's contact and an emergency-repair deal.

  4. Automation

    Books the 22:30 slot and sends a deposit link.

  5. Payment

    Deposit paid. The job is confirmed and the deal moves to Booked.

  6. Campaign

    Adds Maya to the winter boiler-check follow-up.

  7. Your team

    Priya gets the job sheet. Anything unusual comes to her first.

Industry research: most callers who reach voicemail don't call back. CallRail, 2025

CRM

Every conversation lands on the customer record. No one types it in.

  • New contacts are created from the first message, on any channel.
  • Bookings, orders and quotes show up on the person's timeline.
  • Qualified leads become deals your team can move through the pipeline.
Customer records for Maya Chen, Jordan Lee and other contacts with company and last activity
Companies grouped from the same contact records, with a contact count beside each business

Why Switchboard

Everything a good front desk does. All night.

Every channel, one inbox.

WhatsApp, Instagram, SMS, email and web chat land in one place, with one history per customer. Agents handle the routine; you see everything.

  • WhatsAppMaya ChenCan I move Thursday's cleaning?Booked
  • Web chatJordan LeeWhere's order 4821?Resolved
  • EmailHarbour AdvisoryQuote for 40 seats this quarterQualified
  • Instagram@sam.outdoorsThe zipper broke on my jacketNeeds you

Replies in seconds.

Customers get an answer while they still have your page open, at 2pm or 2am.

Switchboard first replyunder 2 s
Typical shared inboxhours

Design target, measured per deployment

Does the work.

Agents act in your calendar, store and CRM, and log every step.

  • Read the live schedule
  • Moved the appointment
  • Updated the CRM note
  • Sent the confirmation

Hands off cleanly.

When a person is needed, they get the whole conversation, not a cold ticket.

Handed to Priya · 2 min ago
Transcript, order history and the two fixes the agent already tried.

Your data stays yours.

Isolated per customer, never used for model training, and runnable in your own cloud.

  • tenant_0412 isolated
  • your_practice locked · isolated
  • tenant_0419 isolated

Already in the box.

  • AI agentsBOOKING · SUPPORT · SALES
  • InboxSHARED BY YOUR TEAM
  • CRMPEOPLE · COMPANIES · DEALS
  • CampaignsEMAIL FOLLOW-UPSBETA
  • Company BrainYOUR DOCS AND POLICIES
  • Channels5

Connections

Every channel, every system. Connected once.

Without a hub, each channel needs its own link to each system. Switchboard is the one link in the middle.

FIG. 3CHANNELS × SYSTEMS, OR ONE

Channels

Systems

  • WhatsApp
  • Instagram
  • SMS
  • Email
  • Web chat
  • AI agents
  • Inbox
  • CRM
  • Campaigns BETA
  • Company Brain
  • Your tools (POS, calendar, store)

30 connections to build and keep working

1 hub, set up for you

Counted as channels × systems. Arithmetic, not a measurement.

Less busywork. Fewer tabs open.

  • No copying messages between apps.
  • No checking five inboxes.
  • No retyping the same answer.
  • No asking "who's got this?"
  • No retyping contacts into a CRM.

Instead → one inbox, agents working in it, your team on the hard ones.

Ready-made playbooks

Built for businesses that live on bookings and messages.

Shared inbox with an after-hours emergency message, a qualified lead and a booked repair slot

A pipe bursts at night and the message comes in while everyone is asleep.The AI checks the service area, offers the next slot and takes a deposit, so the job is booked before morning.

Industry research: 85% of people who don't get an answer never call back. CallRail, 2025

Going live

From first call to live agents in three business days.

Your team spends about an hour. We do the building, connecting and testing.

Design target

  1. Day 1

    Build call

    We walk through your top 20 conversations and connect your channels and systems.

  2. Day 2

    Agents built and tested

    We write the playbooks, set the handoff rules and run your real questions through them.

  3. Day 3

    Live, with you watching

    You approve, we switch on. Every conversation is visible in your inbox from minute one.

How we compare

One platform instead of three point solutions

Legacy helpdesks like Zendesk charge per seat; tools like Intercom charge per resolution. Switchboard ships the full stack — unified inbox, multi-agent routing, and multi-tenant ops — with zero resolution penalties.

FeatureSwitchboardIntercom (Fin)CompareZendesk (AI)CompareHubSpot (Service Hub)Compare

Customer engagement

Omnichannel inbox

WhatsApp, Instagram, Facebook, Email, SMS, Telegram, Line, web — all in one view

Built-inNot availableBuilt-inLimited or add-on

AI-powered auto-replies

Autonomous agents responding with enterprise context, native RAG retrieval, and flat-rate operational predictability without per-resolution fees.

Built-inBuilt-inBuilt-inBuilt-in

Human handoff with context

AI transfers to a human with full conversation history — no repeat

Built-inLimited or add-onBuilt-inLimited or add-on

CSAT, SLAs, and team management

Real helpdesk features — not a chat widget pretending to be one

Built-inNot availableBuilt-inLimited or add-on

AI & workflows

Custom AI agents for your business

Purpose-built agents tailored to your workflows — support, sales, booking, and more

Built-inLimited or add-onNot availableBuilt-in

Multi-agent routing

Switchboard routes to AI agents; competitors route to templates or human queues.

Built-inLimited or add-onLimited or add-onLimited or add-on

Bring any LLM

Claude, GPT, Gemini, Mistral, Llama, DeepSeek — swap at will

Built-inLimited or add-onNot availableNot available

Knowledge base & RAG

Upload docs, crawl sites, vector search — agents answer from your data

Built-inBuilt-inLimited or add-onBuilt-in

Platform & ops

Operator multi-tenancy

Partner/agency features exist in helpdesks but not operator-grade isolation. Switchboard isolates billing, data, and workflows per tenant.

Built-inLimited or add-onLimited or add-onNot available

LLM observability & tracing

Trace every token, every tool call, every latency spike — built in

Built-inNot availableNot availableNot available

MCP & plugin ecosystem

Native MCP, webhooks, cron triggers, custom code, and extensible plugin tools

Built-inLimited or add-onNot availableNot available

Flat platform pricing

One monthly price — agents, channels, conversations, everything included

Built-inLimited or add-onNot availableNot available

CRM & setup

Built-in CRM

People, companies and deals, filled in from conversations

Built-inNot availableNot availableBuilt-in

Set up and run for you

Our team configures channels, agents and playbooks, then runs them with you

Built-inNot availableNot availableNot available
Built-in Limited / add-on Not available
Transparent Pricing

Flat platform rates. Zero resolution penalties.

Every tier includes white-glove managed setup, custom agent configuration, and unified inbox routing.

Starter

Predictable flat platform for single-brand customer engagement.

$299/month
  • 1,000 conversations/mo included
  • 2 specialized AI agents
  • Direct B2B & customer intake
  • Unified omnichannel inbox
  • Standard support & SLA
Start with Starter

Pro

For scaling multi-channel operations and multi-team workflows.

$799/month
  • 5,000 conversations/mo included
  • 5 specialized AI agents
  • B2B + B2B2C channel routing
  • Advanced knowledge base & RAG
  • Built-in CRM
  • Priority SLA & onboarding
Start with Pro
Enterprise Pilot

Enterprise

Dedicated single-tenant infrastructure or BYOC with custom SLA.

Starting at$1999/month
  • 15,000+ conversations/mo included
  • Unlimited specialized agents
  • Built-in CRM
  • Custom API connectors
  • White-glove setup + dedicated Slack
  • Zero third-party data custody (BYOC)
Request Enterprise Pilot
View full feature comparison, BYOC, & enterprise SLA specs
Frequently asked questions

Got questions? We've got answers

Everything you need to know about Switchboard and how it can transform your customer operations.

Accuracy and handoff

Channels and setup

Keys, data and pricing

Three ways to start. Each one starts with a person, not a signup form.

  • Book a walkthrough: a call with the founder about your channels and top questions.

    Request a demo

  • See the agents work: three example conversations, start to finish.

    Meet the agents

  • Read the delegation kit: what to hand over first, and what to keep.

    Read the kit
Request Early Access & Custom Demo

See Switchboard in Action for Your Team

Tell us about your business and we'll tailor a live AI orchestration demo for your specific customer journeys.