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.

Customer Lifecycle & Omnichannel Messaging:
Explore Platform Tour blueprint
Customer Lifecycle: Unified Inbox to CRM & Workflows
Interactive Walkthrough
Audio Walkthrough

Customer Lifecycle: Unified Inbox to CRM & Workflows

Interactive Product WalkthroughClick to watch

00:00 / 00:00
Chapters:
Sector Operational Interfaces

Turnkey Interfaces in Live Production

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

https://app.switchboard.ai/dashboard/conversations
Production
Unified Omnichannel Helpdesk & Real-Time AI Triage
Click to Expand

Unified Omnichannel Helpdesk & Real-Time AI Triage

WhatsApp, Instagram DM, Web Chat, and SMS merged into one sovereign 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.

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, web, and voice AI.

Supported Systems:

AthenaHealth FHIRPMS Webhook BridgeDentrix (Custom Onboarding)Twilio Voice
180K patients/mo capacity40% fewer missed appointments60% wait-time deflection
Primary Care & Specialty

Clinical Symptom Triage, Rx Refills & Follow-Ups

HIPAA-ready BYOC deployment with strict de-identification rules

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

Supported Systems:

AthenaHealth FHIRHL7 / FHIR BridgePostgreSQL RLSClinician Escalation
12 Modeled WorkflowsZero PHI Data Retention99.99% Target SLA
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 capacity73% autonomous resolution< 1.4s ERP lookup
Solo & Small-Firm Legal

Ethical Lead Intake, Conflict Check & Billing Capture

Convert inquiries into consultations while preventing billable hour leakage

Conducts first-pass conflict-check name matching against your matter database, schedules paid consultations, and logs every substantive client inquiry to timesheet drafts.

Supported Systems:

ClioMyCasePracticePantherStripe Invoicing
4K leads/mo capacity100% audit trailZero conflict leaks
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:

McLeod TMSSamsaraMotiveEDI 214 / Webhooks
50K shipments/mo capacity8 AI Workflows< 2s milestone dispatch
Fintech & Advisory

Conversational KYC, Document Routing & Compliance Audits

Guided identity checklists with strict cryptographically isolated database schemas

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 capacity91% KYC completion rateAES-256 encrypted
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 rolloutCustom SLA guaranteeDedicated engineering Slack
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

Production connectors (Shopify, AthenaHealth FHIR, Clio, Motive) and extensible webhook adapters execute with strict HMAC-SHA256 signatures and atomic deduplication. Partner-gated systems (Dentrix, Epic) are mapped via custom onboarding bridges.

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.