Resource Hub

Comparisons, templates, case studies, and guides to help you transform customer support with AI

📋Customer Stories

3 resources

See how leading companies transform their support with IrisAgent

Demo Videos

4 resources

Watch IrisAgent in action — from setup to resolution

🎙Webinars

5 resources

Expert-led sessions on AI-powered customer support strategies

SOP Templates

10 resources

Ready-to-use procedures to automate common support workflows

Escalation

Agent Handoff

Automatically escalate to a human agent when the customer explicitly asks or shows frustration with AI responses.

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Billing

Refund Request

Handle refund requests end-to-end — check eligibility, confirm refund amount and timeline, or offer alternatives like credit or exchange.

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Billing

Billing Dispute

Resolve unexpected charges, duplicate payments, or invoice questions by collecting details and escalating to the billing team.

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Billing

Subscription Cancellation

Process subscription cancellations gracefully — capture feedback, offer retention incentives, and confirm effective dates.

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Technical

Bug Report Intake

Collect detailed reproduction steps, screenshots, and environment info when customers report product bugs or errors.

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Technical

Outage Communication

Communicate known outages proactively — share status updates, estimated resolution times, and available workarounds.

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General

Feature Request Handling

Log feature requests with customer context, check the roadmap, and keep customers informed about product direction.

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General

Onboarding Guidance

Walk new customers through setup, share getting-started guides and tutorials, and schedule follow-up check-ins.

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Sales

Lead Qualification

Qualify inbound leads by identifying company size, budget, timeline, and decision-making process — then route to sales.

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Sales

Pricing Inquiry

Share pricing tiers, collect enterprise requirements, and connect prospects with sales for tailored quotes.

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Comparisons

7 resources

See how IrisAgent stacks up against other AI support platforms

📄Whitepapers

4 resources

In-depth research and insights on the future of customer support

🛠️Free Tools

3 resources

Interactive calculators and analyzers to optimize your support operations

Articles

10 resources

Industry coverage, thought leadership, and product updates

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Articles / February 2025

IrisAgent Launches Revolutionary AI Bot for Slack

IrisAgent today announced the launch of AI Bot for Slack, a game-changing integration that promises to revolutionize workplace communication and productivity.

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Articles / March 2024

IrisAgent and Qdrant: Redefining Customer Support with AI

Learn how IrisAgent leverages GenAI, fine-tuned LLMs, RAG in partnership with Qdrant.

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Articles / January 2023

How CX Insights From Automated Tagging of Support Tickets Help Product Managers

Palak Dalal Bhatia, CEO and Founder of IrisAgent, explains how AI-powered automated tagging can provide actionable insights.

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Articles / November 2022

IrisAgent, a leader in support automation, is now SOC 2 certified

IrisAgent Inc., a leader in AI-Powered Support Operations, is now SOC 2 certified with enterprise-grade security controls.

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Articles / September 2022

IrisAgent AI-powered Support now on Salesforce AppExchange

With IrisAgent for Salesforce Integration installed, support agents now get AI-powered automation.

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Articles / September 2022

How Does Product-Led Growth Impact Customer Support?

Understanding how customers use your product can reveal many product insights.

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Articles / July 2022

IrisAgent launches on Zendesk and Intercom marketplaces

Bringing AI-powered proactive, contextual customer support to your favorite ticketing platforms.

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Articles / July 2022

Essential Elements for Breaking Information Silos to Improve Customer Support

With a proactive approach, silo-free teams can work better together.

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Articles / September 2022

Monitor Customer Health from Siloed Information to Prevent Churn

Understanding customer health is critical to the long-term success of any company.

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Articles / September 2022

Moving Toward Predictive Customer Analytics for Excellent Customer Support

Historically, customer support teams have taken a reactive approach to customer issues.

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📂Collaterals

2 resources

Product overviews, checklists, and downloadable resources

🏆Awards

2 resources

Industry recognition for innovation in AI-powered support

🎧Podcasts

1 resource

Conversations with CX leaders on support, AI, and growth

✏️Blog

1 resource

Insights on AI-powered customer support, automation strategies, and best practices

📖Glossary

1 resource

Key terms and definitions for AI-powered customer support

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