Chat Support on Autopilot for Better Proposals Users
DeskFerry automates Chat Support across Better Proposals, cutting repetitive work so your team can focus on higher-value tasks.
84 chats handled overnight. Sample resolution:
Customer
“Hey — my Slack agent stopped firing after I rotated the workspace token yesterday. Anything I need to do on my end?”
Agent draft · in your tone
Hi Lara — totally normal, the new token needs a quick re-auth. I've sent a one-click reconnect link to your DeskFerry inbox; once you tap it the agent will pick up where it left off (no re-training needed).
How does Better Proposals work for Chat Support automation?
Better Proposals works for Chat Support automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to Better Proposals alongside the other apps your team already uses, watches for the triggers that matter for Chat Support, and takes the next step on its own while keeping a complete audit trail for review.
- 02
Answer live @Intercom chats using @Better Proposals in our brand voice
AI handles common questions immediately, reducing wait times to zero for routine inquiries.
- 03
Escalate the rest with full context to @Zendesk
Teams typically see instant around the clock once the agent is in production.
- 04
You approve
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Answer live @Intercom chats using @Better Proposals in our brand voice
- 2Escalate the rest with full context to @Zendesk
How it connects
Connect Better Proposals. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect Better Proposals with one click, and chat support runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- Better ProposalsConnect
- IntercomConnect
- ZendeskConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What Better Proposals + DeskFerry can do
Real Better Proposals actions your AI agent can perform automatically — no manual work required.
Generate invoices
Create and send invoices from Better Proposals when projects are completed, milestones are hit, or billing cycles close.
Track expenses
Capture expense entries in Better Proposals from receipts, bank feeds, or employee submissions and categorize them automatically.
Manage client projects
Create project records in Better Proposals when new clients sign on and track deliverables, budgets, and timelines.
Schedule appointments
Book meetings and consultations in Better Proposals based on availability, send confirmations, and sync to team calendars.
Reconcile payments
Match incoming payments in Better Proposals to outstanding invoices and update account balances in real-time.
Generate financial reports
Pull revenue, expense, and profit data from Better Proposals into formatted reports for stakeholders and accountants.
Manage contracts
Track contract status, renewal dates, and approval workflows in Better Proposals with automated reminders before expiration.
Automate approval workflows
Route purchase orders, budget requests, and document approvals through Better Proposals based on predefined authorization rules.
Hi Lara — totally normal, the new token needs a quick re-auth. I've sent a one-click reconnect link to your DeskFerry inbox; once you tap it the agent will pick up where it left off (no re-training needed).
Customer reports a duplicate charge; refund queued, awaiting confirmation.
Customer asking what's included on the Growth plan vs. Pro.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Lara Knight9:14 AM
Customer marked the resolution as helpful.
- Agent9:12 AM
Sent reply on ticket #9281.
Reason: Confidence above auto-send threshold; voice match passed; SLA at-risk.
- Agent9:11 AM
Drafted reply in your team's voice.
- Agent9:10 AM
Pulled customer plan, prior tickets, and account context.
- Agent9:09 AM
Triaged #9281 as the matching topic.
How it works
Get started in three steps
Step 01
Connect Better Proposals
Authorize Better Proposals in your DeskFerry dashboard. Projects, clients, and financial data sync instantly.
Step 02
Define Business Workflows
Set up automation rules for Better Proposals — project milestones, invoice events, or client status changes trigger AI actions.
Step 03
Run Your Business on Autopilot
AI handles the operational work inside Better Proposals while you focus on growth. Track efficiency gains live.
Start automating Chat Support for Better Proposals
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How does DeskFerry automate Chat Support directly inside Better Proposals?
DeskFerry connects natively with Better Proposals to handle the full Chat Support workflow. The AI agent monitors Better Proposals events, processes Chat Support tasks automatically, and writes results back to Better Proposals — no copy-pasting or tab-switching required.
How long does it take to set up Chat Support automation with Better Proposals?
Most users connect Better Proposals and launch their first Chat Support automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure Chat Support-specific rules through a visual no-code builder.
How does Better Proposals data stay secure during Chat Support automation?
All data exchanged between Better Proposals and DeskFerry during Chat Support processing is encrypted in transit and at rest. We use OAuth tokens for Better Proposals access, never store raw credentials, and maintain full audit logs of every Chat Support action.
Can I test Chat Support automation with Better Proposals before going live?
Yes. You can run Chat Support workflows in test mode using sample Better Proposals data before activating on live records. This lets you verify every Chat Support rule works correctly with your Better Proposals setup before processing real data.
How does Chat Support automation scale with increased Better Proposals volume?
The Chat Support agent scales automatically as your Better Proposals activity grows. Whether you process 10 or 10,000 Chat Support tasks per day from Better Proposals, the AI handles the volume without slowdowns or additional configuration.
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