For B2B SaaS
Zesto for B2B SaaS support teams
Product-led SaaS needs a queue that scales with usage — not a sidebar copilot waiting for a human to start every ticket. Zesto owns intake, drafts with personas, and hands judgment to your team.
The queue grows faster than headcount
Usage spikes, API errors, SSO resets, and plan upgrades land in the same inbox. Bolted-on AI drafts words but never owns triage. Context still lives in Stripe, your wiki, and three other tabs — so agents start every thread from zero.
- Refund for order #8841ZE-4821 · EmailAI resolved · Stripe refund
- Production API rate limitZE-4820 · ChatNeeds human · full context attached
- Where is my shipment?ZE-4819 · FormAI resolved · tracking linked
- Enterprise plan upgradeZE-4818 · EmailRouted to AE · CRM enriched
How Zesto runs a SaaS support queue
One workspace for Smart Inbox, personas, Knowledge, Workflows, Pages, and CRM. Routine resolves under policy; ambiguous work arrives with a draft and a reason.
- 01
One inbox for every channel
Email, web forms, chat, and webhooks land as conversations with provenance. Your team works one queue; AI sees the same thread humans do.
- 02
Personas own the routine
Master triage assigns an active persona. That persona searches allowed knowledge, uses only whitelisted tools, and drafts — or escalates with a reason you can audit.
- 03
Humans keep judgment
Auto-send only when policy allows. Security, VIP, and edge cases arrive with history attached — not a blank thread.
Product surface SaaS teams actually use
- Smart Inbox — approve, claim, escalate, close
- Personas + master triage assignment
- Knowledge search grounded for retrieval
- Whitelisted tools with per-workspace permissions
- Pages — help center, requests, product updates
- Full audit trail on AI-assisted actions
- BYOK — your model keys, no Zesto per-resolution fee
- Four native intake channels with channel identity kept
What you can verify in the product
- Four native doors: email, form, chat, webhook
- Every AI action logged for review
- BYOK economics — bring your own keys
- One workspace for support + self-serve + CRM
- Helpdesk + wiki + CRM + AI bolt-onOne AI customer support suite
- AI drafts in a sidebarAI owns triage → resolution
- Context scattered across five tabsCRM, history, KB — one pane
- Separate portal, requests, updates toolsPages built into the product