Case Priority
Connected to the same project, people, permissions, and AI context.
Operations
Superior Support
Transform complaints into compliments with a proactive case management system.
Unified Organization & Productivity
Internal Notes
Connected to the same project, people, permissions, and AI context.
Atty AI analyzes case history to suggest the fastest resolution based on similar past issues.
Connected to the same project, people, permissions, and AI context.
Real-world scenarios
How teams use it in the real world
A Product Arrives Damaged
A customer emails photos of a cracked item. You open Attain OS, create a Customer Care record, and Atty drafts a response that acknowledges the issue, outlines the return process, and offers a discount on the next order — all based on your company's standard procedures stored in Attain. You review and hit send in minutes.
Billing Discrepancy After Upgrade
A loyal subscriber notices a $25 overcharge. Instead of digging through old invoices, you start a Customer Care record with the customer's details from the People app. Atty drafts a clear breakdown of the error, a refund timeline, and a personal apology from your team. The customer feels heard and valued.
Late Delivery During Holiday Rush
A gift order arrived three days late. The customer is upset. You use Attain OS to log the case, and Atty drafts a proactive note that includes a sincere apology, a refund of shipping costs, and a priority handling flag for future orders. You review, add a personal touch, and convert frustration into future loyalty.
With Atty
How Atty gets you to a near-finished draft faster
- 1Describe the Issue in a Note
Open Attain OS and start a new Customer Care record. Jot down the customer's name, order number, and the core problem in a few bullet points. Atty will use this context to draft a professional response.
- 2Ask Atty to Draft the Case Response
Simply tell Atty: 'Draft a customer care reply for this issue.' Atty pulls from your Notes and Documents to create a warm, solution-oriented message that includes an apology, next steps, and any compensation you offer.
- 3Review and Personalize
Read Atty's draft. Tweak the tone to match your voice — maybe add the customer's name again or soften a sentence. Atty's draft is a starting point, not the final word.
- 4Publish and Track
Once you're satisfied, publish the record. The case stays in Attain OS under Customer Care, linked to the customer's People profile. You can revisit it anytime to ensure follow-through.
Sample output
What you walk away with
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
- Subject: Damaged Widget #12345
- Customer: Jane Doe ([email protected])
- Issue: Product arrived with cracked corner
- Response: 'Dear Jane, I'm so sorry your widget arrived damaged...'
- Resolution: Full replacement shipped, 20% off next order
- Status: Resolved — Follow-up scheduled for 7 days
Key takeaways
- Turn complaints into loyalty by responding quickly and empathetically with Atty-drafted case responses.
- Keep all customer care records in one place, linked to People profiles, so you never lose context.
- Review and personalize every Atty draft — AI speeds you up, but your human touch seals the deal.
FAQ
Frequently asked questions
Can I track customer care cases over time?
Yes. Every case you create in Attain OS is stored and searchable. You can view a customer's full history by opening their profile in the People app.
Does Atty help with non-English complaints?
Atty works with the language you use in your notes and documents. If your standard responses are in another language, Atty will draft in that language.
Can I attach photos or documents to a case?
Absolutely. Attain OS includes a Documents app and Doc Analysis. You can attach images, PDFs, or other files directly to the Customer Care record.
Is there a limit on how many cases I can create?
No. Attain OS doesn't impose case limits. You can manage as many customer care records as you need.
