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Goodbye CX Silos: How Maven’s Copilot Turns Knowledge into Action

6/3/25

Tell me if this sounds familiar…

Michelle is barely two sips into her coffee when a red-flag ticket lands in Zendesk:

“You just charged me $3,842! What gives?”

Six months ago she’d burn ten minutes toggling between the billing portal, the CRM, and a spreadsheet only she could decipher. Jonathan Corbin, our CEO, calls it “the seven-to-nine-system shuffle” - and it slows down every support team on the planet.

And it isn’t just support. Marketing waits on stale lists, sales loses context after hand-off, success teams scramble for data. Across the journey, silos create delays and inconsistent experiences.

Today the shuffle is gone. Maven Copilot reads the ticket, reviews previous conversations, consults the billing SOP, pulls live subscription data - and before Michelle even lifts a finger - triggers the right actions behind the scenes. For a billing question it fires Get Profile and Check Subscription; for a shipping inquiry it might instantly call Track Order Status and surface the answer. The draft reply is waiting when Michelle opens the ticket.

Michelle skims, tweaks a word or two, clicks “send,” and moves on before her coffee cools.

The Brain Behind the Magic

Maven ingests every scrap of customer knowledge - PDFs, historical tickets, product docs, CRM tables - into a single graph of record. From that foundation it builds three living indices:

  • Knowledge Index – policies, help articles, SOPs

  • Personalization Index – real-time facts about each requester

  • Action Index – safe API calls such as Issue Refund or Add Seats

With one data backbone, Maven decides what to say and what to do with the same confidence - grounding every answer in verifiable truth. With zero lines of code, It plugs into 100+ pre-built connectors - like Notion, Shopify, and Slack - all while meeting SOC 2 Type II and ISO 27001 standards.

Search → Reason → Act

Resolving any issue is a three-step dance that runs on that unified graph:

  1. Search – An enterprise-grade retrieval engine (built by the former head of Google News engineering) scores freshness and authority to surface the best knowledge and the best actions.

  2. Reason – A large-language model reviews intent, permissions, and segment-based context unique to the user, allowing the system to act safely and deliver the most relevant response - no brittle IF/THEN trees necessary.

  3. Act – Approved actions run (often automatically the instant the ticket is opened), results merge with policy text, and a draft reply appears. If context is missing, Maven asks a clarifying question instead of guessing.

The outcome is both accurate and immediately actionable. After rollout, ClickUp reps closed 25% more tickets per hour in week one. “Maven is the first thing reps look at now,” says Head of Support David Doyle.

This is also one of the reasons why our customers, such as Tripadvisor, Papaya Pay and Rho, have seen Maven answer up to 93% of inquiries autonomously and cut support costs by as much as 80%.

Why Competitors Fall Behind

Many AI tools cover only one slice of the puzzle - search, personalization, or actions. Maven weaves all three together:

  • Search-first, generate-second. Other vendors let large documents flow straight into RAG and risk hallucinations. Maven narrows the context with classical information-retrieval signals before generation even begins, so answers stay grounded.

  • Personalization without limits. Data from systems like Salesforce, Snowflake, or a home-grown SQL table flows into the Personalization Index in real time, turning generic replies into context-rich guidance.

  • Action engine built-in. Refunds, password resets, license adds — all triggered directly from SOPs, not bolted on with brittle logic.

  • Self-generating knowledge. When an agent solves a question Maven can’t, the platform drafts a new article for review, closing the gap next time.

  • Total transparency. Every response links to the sources and actions used. Within Maven’s Agent Designer platform, test suites enable teams to validate the brain before it hits production, while a simulator module allows admins to trial and error any changes before training the agent.

The result: less researching, fewer hand-offs, and answers customers can bank on.

A New Status Quo

Routine tickets dissolve in seconds. Agents focus on empathy-heavy edge cases. New hires ramp in days, not months. Finance finally sees the cost curve bending down.

Customers, meanwhile, get instant, context-rich answers in chat, email, or voice. No waiting room. No scripted apologies. Just resolution.

Ready to watch a tough ticket solve itself? Book a demo and see Maven turn scattered knowledge into instant, trustworthy action — live on your own screen.

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