Companies
The account, rolled up.
People, deals, tickets, and conversations at the account, on the company.
Companies← All industries
Solutions · SaaS and software
Run support and renewals from the same account.
Tickets, calls, chats, and the renewal land on one account. Support sees the deal, sales sees the ticket, and a bot clears the routine questions before either one picks up.
100+ countries · Cloud, hybrid, or onsite · 1 to 1,000 seats
A day on Unbound
One account, one day, and nobody re-types a thing.
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The billing bot finished the double charge. The refund request is with a person. A bot fixes a double charge.
This month’s bill came through twice, and the customer writes in. The bot finds both charges on the account, credits one back inside your limit, and emails the customer to say it’s done. When they ask for a receipt for their accountant, the bot sends that too.
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The refund request, marked for a person and routed to billing. A person takes the refund request.
Then the customer asks for a refund on the whole year and to cancel. That’s a call you’ve kept for people, so it goes to someone on the billing team with the thread, the credit, the receipt, and the bot’s notes already there.
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Today’s activity and an open ticket, on the same account feed. Sales sees the ticket.
The renewal is next month. The account executive sees this morning’s double charge, the credit, the receipt, and the request to cancel before the renewal call.
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The renewal goes out from the record and comes back signed on the same feed. Renewal signed on the record.
The rep sends the renewal for signature and collects payment in the same send.
A bot on your billing and support queues answers plan, seat, and how-to questions from your billing data and help articles, credits within the limit you set, and sends the receipt. A request to refund the year or cancel lands with a person, thread and all. How bots work a support queue
Support queue
Tickets, calls, and chats in one queue.
Chat, email, SMS, voice, and video about one issue live on one task, routed by skill and priority. A top account or a repeat contact moves up, and customers take a callback instead of hold music.
One account record
Support sees the deal. Sales sees the ticket.
The renewal call, the open ticket, and the rollout meeting sit on the same company timeline, so whoever picks up next already has the context.
Opportunities
Renewals on one board.
Renewals and expansions in a list or on a board. Call the buyer from the card.
OpportunitiesProposals
The renewal fills itself.
It pulls from the deal, the buyer, and the company, then goes out by email or text.
Deals and proposalsE-sign
Signature and payment in one send.
Binding e-signature built in. No e-sign license and no payment connector to maintain.
E-signYour product data
Your billing and product data, inside the conversation.
Connect billing and your own product in AI Workflows, and a bot or an agent answers a plan, seat, or usage question in one turn instead of copying numbers between tabs. Keep workspaces, licenses, and subscriptions as your own data on the account.
Questions
What support leaders ask before they switch.
Can a bot work our support queue next to our agents?
Yes. It sits on the support queue like any agent, with its own skills and priority, and answers chat, email, SMS, and voice from the playbooks and knowledge base your team already uses.
What happens when the bot can’t answer?
It hands the task over with the whole thread attached: what the customer asked, what the bot checked, and what’s still open. The customer picks up where they left off.
Can Unbound read our own billing and product data?
Yes. Connect billing and your product in AI Workflows. Bots and agents use them on live tasks to pull the plan, confirm seats, or check usage.
Does sales work on the same platform as support?
Yes. Companies, opportunities, proposals, e-signature, and payment run on the same record support works. Support sees the renewal, and sales sees the open ticket.
See your support queue with a bot working it.
Open a free 30-day account with sample data, put a bot on the support queue, and watch a ticket close on the account sales is renewing.