Features

Deliver superior customer service with unlimited customization.

Shared Inboxes

  • Transform any email or social account into a team inbox
  • Handle thousands of issues per day
  • Automate routing, assignment, and prioritization
  • Display customer info and related data in conversations
  • Reply quickly with snippets and contextual auto-responses
  • Resolve common issues with custom shortcuts
  • Bulk update and reply to multiple related conversations at once
  • Enforce service level agreements and track customer satisfaction

Collaborative Workspaces

  • Fully customize dashboards and pages with tabs and widgets
  • Filter and manipulate data with powerful search and data queries
  • Comment on records and @mention team members to notify them
  • Bring your own data with custom records and fields
  • Monitor new activity on watched records with notifications

AI Agents

  • Create conversational agents to assist workers and clients
  • Integrate with state-of-the-art language models from multiple providers
  • Give agents tools to reference knowledge and perform actions
  • Review chat transcripts to continuously improve agents
  • Transition seamlessly between chat and form-based interactions
  • Deploy agents on any website

Automations

  • Code from your browser with an integrated editor and debugger
  • Build rapidly with KATA -- our high-level automation language
  • Ditch the training wheels of vibe coding & point-and-click tools
  • Trigger your code from events and interactive toolbars
  • Integrate with any web-based API
  • No programming experience required -- we'll help you learn

Workflow Templates

  • Build new features using Cerb's toolkit
  • Group related records and configuration into a workflow
  • Iterate confidently with a versioned change history
  • Synchronize changes through development, staging, and production
  • Enable pre-built workflows to save time
  • Collaborate with us to build exactly what you need

Endless Integrations

  • Use pre-configured connected services or create your own
  • Auth with OAuth, API keys, bearer tokens, HTTP basic, AWS, and more
  • Enable single sign-on with OpenID Connect and SAML identity providers
  • Trigger and catch webhooks for real-time event handling
  • Manage data through Cerb's OAuth2 REST API
  • Create customer-facing tools with community portals
  • Extend core functionality with plugins