SOLUTIONS

Where agents earn their keep

Four places teams put Switchyard to work today. Each one follows the same pattern: connect the systems, scope the permissions, let the agent run.

01 · SUPPORT OPERATIONS

Refunds resolved before the customer refreshes their inbox

Support bots answer from stale help docs. The customer asks about their invoice, their order, their account, and the bot apologizes and escalates to a human queue.

Switchyard gives the agent live, permission-scoped access to billing, orders, and account history. It pulls the actual customer state, executes the fix inside an approved scope, and writes the trace.

Fixes, not escalations.

-44% resolution time · illustrative

WORKFLOW · SUPPORT RUN

ticket #4821 · refund not received

zendesk

stripe

postgres

switchyard.act(refund, inv_8412)

human approval · granted

resolved · trace req_51c2 · 38s

WORKFLOW · REVENUE RUN

signal · usage down 31% on acct_2041

salesforce

stripe

warehouse

switchyard.act(crm_update, acct_2041)

switchyard.act(invoice_chase, inv_2209)

policy check · within scope

play filed to crm · trace req_9c1d · 41s

02 · REVENUE OPERATIONS

Churn signals become plays the day they appear

Pipeline truth lives in five tools. By the time someone joins the spreadsheets, the usage dip is three weeks old and the renewal call is already awkward.

An agent watches CRM, billing, and product usage through Switchyard. When a signal fires it updates the account record, drafts the save play, and chases the open invoice in the same run.

Same-day plays, filed where the team works.

+18% renewals saved · illustrative

03 · INTERNAL COPILOTS

One copilot that only answers from what each person can see

Company copilots sound confident and know nothing. They cannot see the wiki, the metrics, or the customer record, so every answer is a generic paragraph.

Switchyard connects the copilot to Notion and Postgres with per-user permissions. Every answer is assembled from sources that person is allowed to read, and every claim carries a citation.

Grounded answers, with receipts.

-63% time to answer · illustrative

WORKFLOW · COPILOT RUN

ask · what shipped for enterprise in q3?

notion

postgres

slack

switchyard.query(release_notes, q3_2026)

permissions · per-user check passed

answered · 2 citations · trace req_c771

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