The product
What you have now. Then the Bot.
Live today: Loops, Quality, and Academy. On Scale: Journey stages with owners, and Plays with checklist and live SOP. That is the full list of what ships in the workspace now.
Next on the path, with the most weight: the Bot and the AI brain. They stand the journey up; your team looks after it. Feedback (surveys at the touchpoint), Knowledge search and Calling follow. We do not sell them as complete until they are.
Loops
A Loop (a complaint with a named owner and a due date) is not a helpdesk ticket. Who owns it, what the customer actually said, and what happens next. The fix is verified before the Loop closes.
Quality
Review real conversations against the path you agreed on. Every line is pass, fail, or not asked — never a number invented to fill a dashboard.
Academy
A skill is a handful of short modules. Each screen does one thing. Phone-first, for teams who work from a handset — not a desk.
Journey
Partly live, on Scale. Your stages, the team and manager who own each one, and the plays that run underneath. The full map comes later.
The Bot and what comes next
The Bot and the AI brain carry the most weight for where CloseCX is going: they help stand up the journey, plays, and SOPs; your team looks after the live path. Feedback (surveys at the touchpoint), Knowledge search and Calling sit on that same road. We will say when each piece is real, and we will not bury the Bot as an afterthought.
Bot
This is where CloseCX is headed with the most weight: a Bot and AI brain trained on your journey, plays, and SOPs. It handles what repeats; when it cannot finish, it opens a Loop. Not fully built yet — and not optional in the vision.
Feedback
Not built yet. The plan is two questions asked at the moment of a touchpoint, on WhatsApp or email, while the answer is still true. Their words stay as they said them. A bad answer becomes a Loop (a complaint with a named owner and a due date).
Knowledge
Not built yet. The first step is live: every play carries its own SOP, on the same screen as the checks it is scored against.
Calling
The call follows the process you built, not a script someone wrote once and filed. Honest scope: this is the earliest part of CloseCX.