One context
Your conversations, documents and tasks belong together
With a customer or a job you see the conversations, appointments, files and work that belong to it, including from the tools you connect. Mervyn AI uses that same information.
How it works
All the information in one place
Whichever apps you switch on and whichever tools you connect, the information belongs to the same customers, conversations and jobs. That's what the AI works with.
Works on the whole context, within the limits you set.
Customers, conversations, work, appointments, files and what Mervyn remembers, linked together.
One context
Your conversations, documents and tasks belong together
Open a customer or a job and you see the conversations, appointments, files and work that belong to it, including from the tools you connect. Mervyn uses that same information to answer questions and suggest next steps.
JB J. de BoerPrivate customer · Houten · since 2021
- Missed call, second time today Phone · own SIP trunk
- Email: "Boiler shows E-119 again" Inbox · Microsoft 365
- Viewed article on error code E-119 Knowledge · via the help centre
- BKR-128 Boiler service completed Work · by Pieter
- Service appointment Calendar · Google Workspace
What Mervyn knows now
- Going on
- Error E-119, recurring
- Last visit
- 12 Aug, by Pieter
- Open work
- None
- Prefers
- Calls over email
- Call her back, she prefers calls over email.
- The E-119 article points to the pressure switch.
- Shall I create a work item and suggest Pieter for Thursday?
Where the answer comes from
The AI doesn't look in one app but in the context underneath. Every answer shows the sources it used.
AI settings · Service team
Limits per team, not per app
You decide per team what the AI may see and do, and on what budget. You also choose the AI vendor behind it.
- AI vendor
- Your choice
- Sees
- Service inboxes and projects
- Log
- Every action on record
Questions
About how it fits together
Do I need every app for this to help?
No. With two apps, information already comes together. The more apps and connections, the fuller the picture.
Does information from connected tools come in too?
Yes. What you connect, like your mailbox or calendar, belongs to the same customers and jobs as the rest.
Who sees what?
Roles and permissions decide who may see what, the AI included.
See it with your own data
In early access we connect your tools and show how everything fits together.