Customer Success Bundle · AI agents + CRM + Support
Your customers are already waiting on you. Know who, before they ask twice.
The agent answers what it can around the clock. When it hands a question to a person, Smooth Operator knows who asked, what they’re worth and what they said, so Monday starts with three names instead of three tabs.
Cancel any time. You approve every send; switch any tool off.
What's inside
- Smoo AI Pro$49/mo
- Smoo AI CRM$29/mo
- Smoo AI Support$49/mo
You keep $28 a month. Or $950/yr billed annually.
- Conversations / mo
- 2,500
- Tickets / mo
- 1,000
- Contacts
- 10,000
- AI agents
- 10
Ask who’s waiting. Get the name, the deal and the next step.
A replay of Smooth Operator reading the inbox, the CRM and the support report together. It asks before it writes anything.
One customer record. Every channel writes to it.
The queue your team works and the pipeline your renewals sit in are the same records the operator reads.
“Parents reach out at all hours with questions about advocacy services, IEP processes, and behavioral support options. The AI handles those initial inquiries instantly and connects families to the right resources — even at midnight.”
Carissa Rice, Founder at Meet Me Where I Am
Every tool has an off switch.
Org admins choose exactly what it may touch — turn off email sending and it can never send mail, for anyone.
It asks before it acts.
Outbound email, CRM writes, anything consequential — it drafts, you approve, edit, or decline. Nothing happens without your say.
Your team is one tap away.
Complex or sensitive conversations hand off to a person with the full history attached — escalation is a feature, not a failure.
Everything is on the record.
Every action it takes lands in the audit log with who, what, and when — review it any time.
Smooth Operator — allowed tools
Org admin · applies to every conversation
Answer from the knowledge base
Update CRM contacts & deals
Requires your approval before it runs
Send email
Requires your approval before it runs
Publish to social
Requires your approval before it runs
Activity log
Drafted follow-up to Aisha Patel · waiting on your approval · 2m ago
Escalated billing question to Sam · full history attached · 1h ago
Fair questions
Fair questions. Straight answers.
What happens when the agent can’t answer?
It hands the conversation to your team with the thread attached. Smooth Operator can then find it for you in the needs-a-human inbox, next to the customer’s record and open deals.
Can it change records on its own?
Only after you say yes. Notes, tasks, tags and help articles are all writes, so the operator tells you what it is about to do and waits. You can also switch any tool off for the whole org.
Is it cheaper than buying the three separately?
Yes. The card at the top adds up Smoo AI Pro, CRM and Support at their list prices against the bundle price, both read straight from our billing catalog.
Will this replace my team?
No. Smooth Operator does the follow-through your people never get to: looking things up, drafting, logging, chasing. Your team keeps the judgment calls. Every send and every change waits for a person to say yes, and anything you mark as a human decision goes to a human.
How is this different from ChatGPT?
ChatGPT helps you think. Smooth Operator does the work, inside your business: it reads your inbox, your CRM and your queue, and acts with the tools you have switched on. Your data is never sold and never used to train models.
Start with tomorrow morning’s queue. Ask who’s waiting.
Sign up, connect your inbox, and ask your first question. Cancel any time.