Protocol
Protocol Intelligence for service teams

Customer service, run intelligently.

Protocol brings conversations, tickets, customer context, knowledge, automation, AI agents, reporting, and service operations into one connected system.

app.protocolhq.com · Northstar
Shared inbox
42 open
Search
SC
Sarah ChenHigh
Unable to update billing card
Email·Billing·Concerned
8m
SLA
AC
Acme CorpUrgent
SSO configuration issue
Chat·Enterprise·Frustrated
18m
SLA
DR
Daniel Reed
Question about annual plan
Email·Support·Neutral
1h
SLA
N
NimbusHigh
API authentication error
Slack·Technical·Concerned
34m
SLA
F
Fieldbook
Invoice export formatting
Chat·Billing·Neutral
2h
SLA
Protocol Intelligence
Live context

Sarah’s card was declined after a billing profile update. The account is active, Enterprise, and has no prior payment failures.

Billing policySubscription recordTicket #4821
Platform

One service system. Context stays connected from first contact to resolution.

Protocol is designed around the operating model of a modern service organization, not a collection of separate support tools stitched together after the fact.

01

Conversations

Every channel, customer, and handoff stays in one operating view.

02

Structured work

Turn customer issues into owned work only when the situation requires it.

03

Intelligence

Bring customer history, knowledge, policy, and live context into every action.

04

Operations

Coordinate routing, SLAs, approvals, automation, and follow-up as one system.

Operating model

From first contact to better service operations.

Every stage works from the same customer, conversation, knowledge, workflow, and service context.

Every channel lands in the same operating view.

Email, chat, messaging, social, and internal context stay connected to the customer record instead of fragmenting across tools.

app.protocolhq.com · Northstar
Shared inbox
42 open
Search
SC
Sarah ChenHigh
Unable to update billing card
Email·Billing·Concerned
8m
SLA
AC
Acme CorpUrgent
SSO configuration issue
Chat·Enterprise·Frustrated
18m
SLA
DR
Daniel Reed
Question about annual plan
Email·Support·Neutral
1h
SLA
N
NimbusHigh
API authentication error
Slack·Technical·Concerned
34m
SLA
F
Fieldbook
Invoice export formatting
Chat·Billing·Neutral
2h
SLA
Protocol Intelligence
Live context

Sarah’s card was declined after a billing profile update. The account is active, Enterprise, and has no prior payment failures.

Billing policySubscription recordTicket #4821
Protocol Intelligence

AI with the service context already attached.

Intelligence is most useful when it works inside the same permissions, policies, customer history, knowledge, and operational state as the team.

Customer history
Company knowledge
Service policy
Product state
Previous resolutions
Connected systems
Protocol Intelligence
Live customer context
Customer message
I upgraded yesterday, but my workspace still shows the old plan. Can you check what happened?
Identify customer01
Sarah Chen · Nimbus
Read account state02
Enterprise · active
Inspect billing activity03
Upgrade completed
Search previous cases04
2 relevant resolutions
Apply service policy05
Entitlement refresh permitted
Prepare resolution06
Ready for review
Recommended resolution
Context ready

The plan upgrade completed successfully, but the workspace entitlement did not refresh. The account is eligible for an immediate entitlement sync under the subscription policy.

Prepared replyDraft

I found the issue. Your upgrade completed correctly, but workspace access did not refresh. I can sync the entitlement now and confirm once the new plan is active.

Billing policySubscription recordPrevious ticketProduct docs
Human approval required before account change
Automation

Orchestrate service work without hiding the logic.

Build from explicit triggers, conditions, customer signals, service policy, and approved AI actions. Keep every step understandable to operators.

Explore workflows
Enterprise billing escalation
Workflow · Active
Trigger
Conversation created
Channel: any
Condition
Enterprise billing
Sentiment: negative
Action
Route + set SLA
Billing Ops · 1 hour
Protocol Intelligence step

Summarize account history, identify policy, and prepare a handoff note for the billing owner.

Last 30 daysHealthy
2,184
runs
99.2%
success
Operational visibility

See the customer and the service system at the same time.

Customer context and service performance live on the same operating layer, so teams can understand both the individual issue and the system creating it.

Customer record
Continuously updated
SC
Sarah Chen
Operations · Nimbus
Plan
Enterprise
ARR
$84,000
Lifecycle
Expansion
Health
Good
Protocol Intelligence summary

Sarah manages operations at Nimbus. She has contacted support three times this quarter, primarily about billing permissions. Her current issue resembles ticket #4821.

Recent activity
Billing profile updated1d
Annual plan renewed2d
Workspace permissions changed3d
Service performance
Last 12 weeks
First response
4m 12s
↓ 18%
SLA attainment
94.8%
↑ 3.2%
AI-assisted resolution
31.4%
↑ 7.1%
Conversation volume
Rolling 12 weeks
Billing contacts increased 18%
Most growth came from subscription changes after annual renewals.
Enterprise resolution is slower
SSO and provisioning cases account for most of the difference.
Built for scale

Enterprise control without enterprise clutter.

Protocol is designed to remain coherent as teams, workflows, customer data, and operational complexity grow.

Security and governance

Roles, permissions, SSO, SCIM, auditability, and controlled access.

Human-controlled AI

Keep sensitive actions visible, permissioned, and reviewable.

Operational controls

Configure teams, SLAs, routing, quality, workflows, and reporting.

Extensible platform

Connect systems of record through integrations, APIs, webhooks, and events.

Ecosystem

Works with the systems your organization already runs.

Connect communication, CRM, commerce, engineering, data, and automation tools without making Protocol another silo.

Connected systems
View integrations
Gmail
Communication
Outlook
Communication
Slack
Communication
Microsoft Teams
Communication
WhatsApp
Communication
Salesforce
CRM
HubSpot
CRM
Shopify
Commerce
Stripe
Commerce
GitHub
Engineering
Linear
Engineering
Jira
Engineering
Snowflake
Data
Segment
Data
Zapier
Automation
Make
Automation
REST API
Developer
Webhooks
Developer
Protocol

Run customer service on one operating system.

ConversationsTicketsKnowledgeAutomationIntelligenceReporting