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Solutions & Operational Blueprints

Autonomous Customer Operations, Tailored for Every Vertical.

Pre-trained intent taxonomies, deterministic tool execution schemas, and verified high-throughput capacity blueprints. Deploy production multi-agent playbooks in days rather than quarters.

Enterprise Architecture Pilot:Single-tenant or BYOC deployments available with white-glove sector onboarding.

Watch Switchboard in Action

Turn Messy Conversations Into Predictable Revenue.

Watch how Switchboard handles real customer conversations, automates triage, and coordinates workflows across your systems in real time.

Modeled targets, not measured customer results.

Sector Operational Interfaces

Turnkey Interfaces in Live Production

Explore the product UI across helpdesk inboxes, automated retention triggers, and EHR/CRM integration canvases.

https://app.switchboard-ai.com/dashboard/conversations
Omnichannel CoreProduction

Unified Omnichannel Helpdesk & Real-Time AI Triage

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.

Sub-Second Intent Triage

Inbound messages classified in under 800ms with 99%+ confidence before routing.

Omnichannel Continuity

WhatsApp, Instagram, Web, and SMS threads combined into one unified customer history.

Zero-Latency Human Handoff

Agents take over complex matters with full conversation transcripts and tool history.

Modeled targets, not measured customer results.

Dental & Multi-Clinic

Autonomous Clinical Front Desk & No-Show Recovery

Intake, insurance pre-check, and automated schedule optimization

Engineered for multi-clinic dental and medical groups. Triage patient urgency, verify insurance eligibility, capture digital intake forms, and recover canceled slots across WhatsApp, SMS, and web chat.

Supported Systems:

athenahealth FHIR (template)PMS Webhook Bridge (custom)Twilio SMS
180K patients/mo capacityTarget: 40% fewer missed appointmentsTarget: 60% wait-time deflection
Primary Care & Specialty

Clinical Symptom Triage, Rx Refills & Follow-Ups

BYOC deployment in your own cloud account for PHI workloads

Triages incoming patient concerns with strict guardrails, handles prescription refill requests, and automates post-procedure follow-ups with clinician escalation.

Supported Systems:

athenahealth FHIR (template)Tenant-Scoped DataClinician Escalation
12 Modeled WorkflowsBYOC Data Residency
High-Volume DTC

Closed-Loop Order Resolution & Proactive Retention

Unified customer record across support tickets and lifecycle campaigns

Handles order-status inquiries, instant returns, and exchange label generation while syncing customer lifetime value (LTV) directly to proactive SMS/email retention drips.

Supported Systems:

Shopify PlusKlaviyoGorgiasStripe Billing
85K tickets/mo capacityTarget: 73% autonomous resolution< 1.4s ERP lookup
Freight & Carrier Ops

Autonomous Dispatch, Milestone Tracking & Exception Alerts

Direct TMS and telematics sync with zero dispatcher overhead

Provides real-time container and truckload status directly from TMS/ERP webhooks across WhatsApp, Telegram, email, and SMS. Instantly routes weather or customs delays with proactive driver updates.

Supported Systems:

Motive (template)Webhooks
50K shipments/mo capacity8 AI Workflows< 2s milestone dispatch
Fintech & Advisory

Conversational KYC, Document Routing & Compliance Audits

Guided identity checklists with tenant-scoped data and encrypted secrets

Automates identity verification document intake, financial statement uploads, and customer onboarding status updates with immutable audit trails.

Supported Systems:

PlaidPersonaSalesforce Financial Services CloudAWS KMS
30K flows/mo capacityTarget: 91% KYC completion rateEncrypted secrets at rest
Agencies & Accounting

Discovery Intake, Proposal Automation & Retainer Renewals

Keep client operations responsive across web, WhatsApp, and email

Qualifies high-intent client inquiries, routes proposal follow-ups, and manages retainer renewal notifications seamlessly across all communication channels.

Supported Systems:

HubSpotQuickBooksNotionGoogle Workspace
5 Modeled WorkflowsZero lost inbound leads1-click proposal signoff
Bespoke Enterprise Systems

Proprietary ERP/CRM Co-Design & Custom DAG Architecture

Have unique databases or non-standard protocols? We build custom connectors in days.

Work directly with Switchboard solutions architects to co-design bespoke multi-agent topologies, custom webhook receivers, and dedicated integration engines for proprietary architectures.

Supported Systems:

SAPNetSuiteCustom REST/gRPCSelf-Hosted Databases
Turnkey 1-week rolloutDedicated engineering Slack

Modeled targets, not measured customer results.

Engineering Velocity

Why Pre-Built Industry Playbooks Beat 6-Month Custom Projects

Building multi-agent routing from scratch requires months of prompt tuning, brittle Zapier glue, and custom database schemas. Switchboard starts you on Day 1.

Pre-Tuned Intent Taxonomies

Avoid starting with blank system prompts. Industry packs include hundreds of validated intent boundaries, clinical triage safeguards, and retail return workflows.

Deterministic Tool Schemas

Workflow templates for Shopify, athenahealth FHIR, and Motive, plus extensible webhook adapters, execute with strict HMAC-SHA256 signatures and atomic deduplication. Other systems are connected through custom integration work.

Zero Per-Resolution Penalties

Unlike legacy helpdesk AI add-ons that penalize resolution volume at $0.99 per ticket, Switchboard offers predictable flat platform licensing with unlimited agent seats.

Deploy Your Industry Blueprint in Under 48 Hours

Connect with a Switchboard solutions architect to review your existing customer channels, map your enterprise systems, and lock in the $299/mo pilot welcome offer.

Request an Architecture BriefingExplore Pricing & Pilot Terms