← Agents

Customer Agent

Call them before they call you.
Every outbound touch, held for approval.

The agent works across delivery events, returns, complaints, and account history: drafting proactive customer updates before a slip becomes an escalation — every external touch queued for human approval.

Customer Ops WorkspaceProactive customer communicationCustomer Operations Leads and Account OwnersDelivery event -> performance check -> update draft -> approval queue -> customer delivery
See the examples →

Agent in Action

From delivery signal to customer update, every touch is governed.

Customer trust erodes in the gap between a delivery slip and the first communication. The agent closes that gap with prepared updates held until a human approves.

Operational chainCustomer
monitor

Delivery performance and complaint patterns watched

detect

At-risk delivery or complaint spike identified

draft

Proactive customer_update drafted

approve

Update queued for Account Owner approval

deliver

Weekly delivery performance pack generated

Operating Model

Owns the proactive customer comms window — so the team reaches out before the customer has to chase.

WorkspaceCustomer Ops Workspace
RoleProactive comms owner across customer accounts
Trigger modelDelivery events, complaint watches, and scheduled performance runs
Human controlEvery customer-facing message requires approval
Primary outputProactive update queue and delivery performance pack

Runtime Duties

What it executes, watches, and queues for approval.

This is the practical operating surface: the checks it runs, the work it performs, and the actions that stay governed.

Executes

Drafts proactive customer updates when delivery performance slips.

Summarises complaint patterns by account and routes to Account Owners.

Generates weekly delivery performance packs for Customer Ops.

Queues every external touch for approval with reasoning attached.

Tracks customer response and escalation patterns over time.

Watches

Delivery performance against commitments by customer.

Returns and complaint patterns against baselines.

Open orders at risk of missing customer promise dates.

Account-level communication history and response patterns.

Actions
Proactive customer updateapprovalComplaint summarydraftDelivery performance packdraftAccount escalationnotify

Operational Scenarios

What changes when the agent is actually running.

The point is not a smarter dashboard. The point is the moment between a gap appearing and the team being able to act on it.

The gap

A delivery slips by two days but the customer hears nothing until they call.

Without Zipdata

The account owner learns from the escalation, not the system.

With this agent

The agent drafts a proactive update before the window closes and queues it for one-click approval.

The gap

Complaint volume on an account rises for three weeks before anyone connects the pattern.

Without Zipdata

The issue surfaces in the quarterly business review.

With this agent

The agent flags the pattern after week one and adds it to the Account Owner briefing with affected orders listed.

Focused Metric Impact

This agent is scoped to quality first, with output as the secondary gain.

Zipdata agents are not generic metric coverage. Each one owns a focused process slice and is measured against the operating outcomes that process can actually move.

Quality

Reaches customers with prepared updates before they have to chase — protecting trust and reducing escalations.

Output

Turns delivery performance, returns, and complaint patterns into a proactive comms queue.

How It Is Operationalised

The platform setup underneath the agent.

Behind every named agent is a workspace configuration: typed data, watches, feeds, tools, approvals, and memory.

Data layer

Customers, orders, delivery events, returns, complaints, and communication history.

Watches

Delivery slip, complaint spike, return pattern, and promise-date risk.

Feeds

Proactive customer update, complaint summary, delivery performance pack, and account briefing.

Tools

Customer update draft, approval queue, account notification, and comms audit.

Runs Inside a Workspace

Customer Ops Workspace

This agent is one program running against a shared workspace: connected entities, analytics, watches, feeds, tools, and approval policies. The same workspace can host several agents, each focused on a different process and metric pair.

Data Hub entitiesAnalytics and watchesFeed outputsTool grantsApproval history

See it live in your operation

Your accounts. Your delivery promises. Your proactive comms. In 48 hours.

We configure the Customer Agent around your delivery entities, complaint patterns, and approval policies, then show the first proactive update queue before we meet.