Category · B2B & accounts
Customer service software for B2B companies
With business customers context is everything: the account, the agreements, the history and the SLA. Cuego brings all of that to every conversation and acts on what was actually agreed.
Cuego AI agent
- Understand the questionWhat is this about and what does the customer really want to know.
- Gather contextOrder, customer data and earlier conversations from your own systems.
- Prepare the answerAn answer that holds up, with the follow-up action included.
- Get it doneReturn filed, ticket updated, queued for your approval.
B2B support is different from consumer support. Behind every question sits an account with its own pricing agreements, a dedicated contact person, open quotes, outstanding invoices and an SLA you need to meet. A single ticket means little without the relationship around it. Yet most teams run on a helpdesk that only logs separate messages and leaves the context sitting in another system.
In Cuego that relationship is right there. When a regular client emails, Cuego links the account from your CRM and accounting system and sees at a glance the contact, the pricing agreements, the outstanding invoice and the SLA that's running. On that basis it looks up a delivery status, checks an invoice or prepares a reply that fits what was actually agreed with this client. For a key account your team approves it first. So you never talk past the agreements again.
The situation
Why business questions need more context
A regular client emails, but your agent first has to dig through three systems to find who they are, which agreements apply and the status of the open order.
SLA commitments get missed because no one has a clear view of which tickets, for which accounts, need priority handling.
Knowledge about a client lives in one account manager's head; when they're out, every conversation starts from scratch again.
What comes with it
Connected to your account systems
Cuego draws the customer relationship from the systems where it already lives. That way every AI action runs on current, accurate data. No separate exports or duplicate entry.
Your systems keep doing their work. Cuego pulls the information in the moment a customer calls or emails about it.
CRM systems
HubSpot, Pipedrive
ERP & accounting
Exact, AFAS
Gmail, Outlook
How it works in practice
With that context in place, this is what the next step looks like.
Understand who's reaching out
Cuego recognizes the account from the email address or phone number and instantly pulls in the right contact, agreements and history.
Act on the context
It consults your CRM and accounting system, checks orders, quotes and invoices, and prepares a well-founded reply or action.
Your team stays in control
For sensitive accounts your team approves the reply before it goes out. Nothing reaches the client unseen.
What Cuego does for B2B teams
Account recognition
Automatically links every conversation to the right account and contact from your CRM, no matter which channel it comes in on.
Full history at hand
Shows previous conversations, orders, agreements and notes alongside the ticket, so no one has to re-ask what's already known.
SLA monitoring
Tracks response and resolution times per account and prioritizes tickets that are approaching an agreed deadline.
Order and invoice lookup
Pulls the status of deliveries, quotes and invoices from your ERP or accounting system and works it straight into the reply.
Scheduling meetings
Schedules a call or visit in the calendar, sends the invitation and records it against the right account.
Reply with approval
Drafts a well-founded reply your team can edit and approve, or handles straightforward questions fully on its own.
From context to result
What it delivers
What bringing context and action together means in practice.
With a question from a business buyer the account sits right beside it: the pricing agreements, the open quotes, the outstanding invoices and the SLA that applies. The draft works with those agreements, not the consumer price.
Which fields come across from your ERP is set per integration.
Uses account pricing
not the consumer price from the webshop
SLA per account
with an alert before the deadline, not after
Fields from your ERP
per integration you decide what comes across
FAQ
Frequently asked questions
Cuego recognizes the sender by email address, phone number or contact person and links the conversation to the matching account in your CRM. If something doesn't match, your team can correct it in one click.
See also
Keep exploring
Everything in Cuego connects. Discover the modules, solutions and integrations that belong with this.
Your Cue to Go.
Everything around your customer. Together.
The Customer Contact Platform where conversations, customer data, knowledge, workflows, people and AI come together. Book a 30-minute demo and see it against your own situation.
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