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.
Example conversations
Plugs into the tools you already run
Shopify
Stripe
HubSpot
Zendesk
Intercom
QuickBooks
Notion
Airtable
Switchboard Agent Router
Processing incoming messages
Engineered for high-throughput operational scale, sub-second deterministic multi-agent routing, and zero per-ticket penalties.
Autonomous triage for routine Tier-1 inquiries
Deterministic multi-agent execution pipeline
Tenant-scoped queries, checked in CI on every backend PR
Predictable flat platform licensing
See how Switchboard coordinates unified inboxes, automated workflows, and CRM operations in real time.
WhatsApp, Instagram DM, Web Chat, and SMS merged into one inbox with sub-second AI triage.
Unified Inbox: Live WhatsApp inbound conversation triaged autonomously in 0.8s with full CRM context.
Meet the agents
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.
Books, moves and confirms appointments against your live schedule, then sends the reminders that stop no-shows.
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
Pick an example. Each step shows what Switchboard checks and who ends up handling it.
Example conversations
Channel
Intent
Agent
Looks up
Handoff
Moved to Wed 8:30 · reminder set
| Channel | Intent | Agent | Looks up | Handoff |
|---|---|---|---|---|
| Reschedule | Booking agent | Calendar, Company Brain | Not needed |
Why Switchboard
WhatsApp, Instagram, SMS, email and web chat land in one place, with one history per customer. Agents handle the routine; you see everything.
Customers get an answer while they still have your page open, at 2pm or 2am.
Design target, measured per deployment
Agents act in your calendar, store and CRM, and log every step.
When a person is needed, they get the whole conversation, not a cold ticket.
Isolated per customer, never used for model training, and runnable in your own cloud.
Switchboard acts as the intelligent orchestration layer between your customer channels, foundational LLM models, and backend business applications.
Single unified gateway across WhatsApp, SMS, email, and web chat. Route every message to specialized vertical agents in under 2 seconds.
Agents read and write through your systems' APIs, such as Shopify orders and Calendly bookings, with circuit-breaker safety. EHR and practice-management connections start from a workflow template and go live during onboarding.
Complete tenant data isolation, encrypted credentials at rest, custom tool tokens, and strict zero-model-training guarantees. Patient health data belongs on the BYOC tier.
Closed-Loop Circuit: Actions Synced Instantly Back to Channels < 1.8s
Isolated Multi-Tenancy BYOC Option Zero Model Training
Eliminate queue wait times and missed after-hours leads. Routine inquiries, order lookups, and scheduling are resolved instantly with zero staff fatigue.
Built on event streaming, distributed Redis caching, and resilient queuing. Scale from 100 to 1,000,000 monthly interactions with flat platform pricing.
Designed to reach 73% automated first-contact resolution, 40% fewer appointment no-shows, and 3.4x faster responses — modeled targets, not yet measured customer results.
From zero to production-grade AI customer operations without extensive engineering.
Link WhatsApp, SMS, Web Chat, or Email via one-click credentials.
Select turnkey industry playbooks or generate custom DSLs in natural language.
Live multi-agent routing with full unified inbox fallback for human oversight.
Connections
Without a hub, each channel needs its own link to each system. Switchboard is the one link in the middle.
Channels
Systems
25 connections to build and keep working
1 hub, set up for you
Counted as channels × systems. Arithmetic, not a measurement.
Instead → one inbox, agents working in it, your team on the hard ones.
Select the tools in your current operational stack. Watch how multiple separate SaaS invoices, fragmented customer profiles, and brittle webhook bridges collapse into Switchboard.
Consolidate your entire stack into a single platform on PostgreSQL. Zero per-resolution penalty fees, zero seat markups, and a flat price sized to your volume.
Switchboard ships pre-built, production-tested AI workflow packs that connect your communication channels directly to your backend CRM and calendars.
Respond to incoming customer inquiries in under 2 seconds. The AI asks qualifying questions, captures budget and timing, and routes hot leads straight to your sales team with complete summaries.
Customers schedule, reschedule, or cancel appointments via natural conversation. Two-way calendar sync checks live availability and sends automated confirmation drips to prevent no-shows.
Resolve routine inquiries, order tracking, hours, and pricing instantly from your unified knowledge base. Escalates complex edge-cases seamlessly to human staff with full conversation history.
Automatically send timed post-visit or post-purchase check-ins. Delighted customers receive one-tap Google review links, while unhappy replies are routed privately to management for immediate recovery.
Replace tedious static PDF forms with guided conversational intake. Collect customer details, emergency contacts, photos, and preferences directly into your CRM or core practice management system.
Our team builds bespoke visual workflows, CRM integrations, and multi-agent coordination tailored specifically to your business processes.
Request Custom PackModeled targets, not measured customer results.
Architecture Capacity Benchmarks
Modeled operational benchmarks and workflow blueprints illustrating enterprise scale capacity across regulated industries.
Turnkey Architecture Blueprint: A 200-clinic network deploys AI agents across WhatsApp and SMS for appointment reminders, intake forms, and post-visit follow-ups, targeting up to 60% wait-time deflection.
Turnkey Architecture Blueprint: A high-volume DTC brand with 2M annual orders deploys Switchboard agents for returns, order tracking, and product recommendations with tier-1 deflection.
Turnkey Architecture Blueprint: A commercial advisory group deploys agents across Instagram, WhatsApp, and web chat for intake triage, lead qualification, and CRM updates.
Modeled targets, not measured customer results.
Demonstration Notice: Performance metrics and scenarios above are modeled reference architectures based on industry benchmark data.
Legacy incumbents penalize you when your AI succeeds — charging up to $0.99 per resolution plus steep seat taxes. See how flat-rate architecture impacts your bottom line.
Calculated using Intercom Essential ($39/seat) + Fin ($0.99/res), Zendesk Enterprise ($165/seat), and Switchboard flat platform licensing with zero per-resolution markups.
Saved directly from your operating budget by eliminating resolution fees and seat-based licensing.
Includes unlimited seats, 9 communication channels, and turnkey sector workflows.
Ready-made playbooks
Patients text to reschedule, ask about insurance or confirm tomorrow's cleaning. The booking agent checks the live schedule, moves the appointment and sends the reminder.
Going live
Your team spends about an hour. We do the building, connecting and testing.
Design target
Day 1
We walk through your top 20 conversations and connect your channels and systems.
Day 2
We write the playbooks, set the handoff rules and run your real questions through them.
Day 3
You approve, we switch on. Every conversation is visible in your inbox from minute one.
Immutable Session Audits & RBAC
Every Query Filtered by Tenant ID
Your data stays yours
Fernet (AES-128 + HMAC) Field Encryption
How we compare
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.
| Feature | Switchboard | Intercom (Fin)Compare | Zendesk (AI)Compare | HubSpot (Service Hub)Compare |
|---|---|---|---|---|
Customer engagement Omnichannel inbox WhatsApp, Instagram, Facebook, Email, SMS, Telegram, Line, web — all in one view | Built-in | Not available | Built-in | Limited 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-in | Built-in | Built-in | Built-in |
Human handoff with context AI transfers to a human with full conversation history — no repeat | Built-in | Limited or add-on | Built-in | Limited or add-on |
CSAT, SLAs, and team management Real helpdesk features — not a chat widget pretending to be one | Built-in | Not available | Built-in | Limited or add-on |
AI & workflows Custom AI agents for your business Purpose-built agents tailored to your workflows — support, sales, booking, and more | Built-in | Limited or add-on | Not available | Built-in |
Multi-agent routing Switchboard routes to AI agents; competitors route to templates or human queues. | Built-in | Limited or add-on | Limited or add-on | Limited or add-on |
Bring any LLM Claude, GPT, Gemini, Mistral, Llama, DeepSeek — swap at will | Built-in | Limited or add-on | Not available | Not available |
Knowledge base & RAG Upload docs, crawl sites, vector search — agents answer from your data | Built-in | Built-in | Limited or add-on | Built-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-in | Limited or add-on | Limited or add-on | Not available |
LLM observability & tracing Trace every token, every tool call, every latency spike — built in | Built-in | Not available | Not available | Not available |
MCP & plugin ecosystem Native MCP, webhooks, cron triggers, custom code, and extensible plugin tools | Built-in | Limited or add-on | Not available | Not available |
Flat platform pricing One monthly price — agents, channels, conversations, everything included | Built-in | Limited or add-on | Not available | Not available |
CRM & setup Built-in CRM People, companies and deals, filled in from conversations | Built-in | Not available | Not available | Built-in |
Set up and run for you Our team configures channels, agents and playbooks, then runs them with you | Built-in | Not available | Not available | Not available |
Every tier includes white-glove managed setup, custom agent configuration, and unified inbox routing.
Predictable flat platform for single-brand customer engagement.
For scaling multi-channel operations and multi-team workflows.
Dedicated single-tenant infrastructure or BYOC with custom SLA.
Everything you need to know about Switchboard and how it can transform your customer operations.
Book a walkthrough: a call with the founder about your channels and top questions.
Request a demoSee the agents work: three example conversations, start to finish.
Meet the agentsRead the delegation kit: what to hand over first, and what to keep.
Read the kitTell us about your business and we'll tailor a live AI orchestration demo for your specific customer journeys.
