Discuss a pilot
THE PRODUCT

From customer message to reviewed resolution.

PrivDesk is an account-aware support workspace for companies serving complex B2B customers. Staff, customer and operator work each has a separate access boundary.

Discuss your pilot
SUPPORT RECORD
  1. Customer request
  2. Case and account context
  3. Staff task or incident
  4. Reviewed reply
Each step persists in Core during local QA.
CAPABILITY REGISTER

What exists today.

These are implementation states, not promises of production availability. The current proof uses isolated local environments and synthetic identities.

Staff workspace

Inbox, cases, assignment, saved views, tasks, incidents, SLA reminders and scoped reports

Working in local QA

Customer context

Company records, contacts, segments and linked case history

Working in local QA

Customer portal

Branded requests, replies and tenant-scoped history with internal notes excluded

Working in local QA

Knowledge + AI

Source ingestion and human publication review; AI suggestions require agent review

Local AI simulated in QA

Staff mobile

Secure pairing, inbox, tasks and draft review in the companion app

Local simulator proof

Provider connections

Gmail, HubSpot and Slack adapters plus integration controls

Real provider acceptance pending
CUSTOMER PORTAL

Customers see their own requests. Staff keeps internal work private.

A customer can create and follow a request, reply and see approved information for their organization. Local browser tests check cross-tenant denial and that internal notes never appear in the portal.

  • Branded, authenticated access
  • Request history and replies
  • Private staff notes excluded
Customer portal captured during local synthetic QA
Local Core backed QA · synthetic customer data
ASSISTANCE WITH REVIEW

AI proposes. A person decides.

Agents can request a suggestion from approved knowledge and choose to edit, approve or reject it. Approval alone does not send a message. The current local browser proof used a simulated model response; ranked source citations and expert retrieval remain on the roadmap.

Explore AI controls
Local QA capture of a reviewed AI draft that remains unsent
Local QA · simulated AI response · synthetic case
PILOT SCOPING

Map your support journey to PrivDesk.

We can review your account model, agent workflow and customer portal needs.

Request a review