Customer Success OS
Tickets, WhatsApp and client feedback answered from your approved knowledge - with humans on hand.

Client queries lost across channels; No SLA visibility.
Customers get fast, sourced answers and clean handover to people — measured by correctly resolved queries.
What's included
- Unified inbox (email, web, WhatsApp via authorised provider)
- AI-suggested replies from approved knowledge, with source
- SLA timers and escalation
- NPS/CSAT surveys linked to KPIs
- Account health and renewal risk
- Client portal
Inner Expert AI in Customer Success OS
- Draft replies from approved knowledge
- Classify tickets
AI drafts and explains; people approve. Answers cite their sources and stay inside your tenant.
Exact scope
- Agents per tier
- AI credits per tier
Not included
- Messaging fees (metered)
- Outsourced agents (managed service)
Set-up lead time
- standard: 24 hours
- whatsapp verification: 2-10 business days (Meta)
What we need from you
- Support channels
- FAQ / knowledge docs
- Agent list
Integrations
KPIs it moves
Customer Success OS pricing
All prices exclude VAT. Confirm Blue Oceans Approach VAT registration status before invoicing VAT (see Unlock Steps). Starter includes 3 agents, 500 AI credits.
3 agents, 500 AI credits
Set-up: R0 (self-service)
10 agents, 2,000 AI credits
Set-up: R3,500
25 agents, 6,000 AI credits
Set-up: R9,500
Unlimited agents, custom
Set-up: R30,000
Included in packages: Enterprise, Enterprise Group.
Works well with
KnowledgeOS (Inner Expert AI)
Ask your business anything - answers grounded in your own documents, respecting who may see what.
Explore KnowledgeOS (Inner Expert AI) →InvestorOS (funder reporting)
Investor and funder updates, covenants and a data room that are always ready - from your live records.
Explore InvestorOS (funder reporting) →Intake & Portals
Branded client, partner and supplier portals with smart intake forms - one door in, routed to the right owner.
Explore Intake & Portals →See your business on one screen — in 24 hours.
Book a 30-minute walkthrough. Bring one workflow that keeps you up at night; we will show it running in Blue Oceans.