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Back[ Coventa ]Case Study

[ CUSTOMER SERVICE PLATFORM ]LIVE

Hub Customer Service Engine

Service that reasons over the whole customer, not the ticket. Hub reads incoming cases — email, feedback, complaints — against an ontology of orders, order status, sales history and stated preferences, drafts the response for an operator to approve, and captures every edit as signal for the next one.

HUB // CUSTOMER 360Responses pending approval
Hub Service/Responses pending approval
Human approval requiredLast sync 12s ago

Queue

Emily WilliamsDelivery

Where is my order? Tracking hasn't moved in 4 days

Sarah BrownExchange

Wrong size shipped — need an exchange before Friday

John SmithBilling

Charged twice for order 1005

Priya NairUpsell

Loved the jacket, can I get the matching trousers?

Marco RuizChurn risk

Cancel my subscription

Drafted reply · grounded in ontology

Hi Emily, thanks for reaching out — and I'm sorry the tracking has gone quiet.

Your order 1042 (Nike Trainers, size 7) reached the Houston depot on 21 Aug and was held by the weather closure there. It's now cleared and scheduled for delivery tomorrow before 6pm.

Since our August promise was 2-day shipping, I've refunded the shipping charge to your card. Nothing you need to do.

Approve & sendMake friendlierShortenEdit

Customer 360

Customer
Emily Williams · Gold tier · 14 orders
Order 1042
Shipped 2026-08-19 · UPS · held at depot (weather)
Last contact
Complaint 3 mo ago — resolved with credit
Promised by marketing
Free 2-day shipping · Aug campaign
Sentiment
Frustrated (0.72)

// Problem

The Problem

A service operator answering a complaint usually cannot see what the customer bought, when it shipped, what they complained about last time, or what the marketing team promised them a fortnight ago. The CRM holds one fragment, the support desk another, the marketing platform a third. So the reply is written from the ticket alone, which is why customers repeat themselves, and why service and sales appear to the customer as two organisations that have never spoken.

  • Order status, sales history and support history live in different systems, none of them the one the operator has open.
  • Generic AI reply tools draft from the ticket text only, which produces fluent answers that miss the actual situation.
  • Operator corrections to AI drafts are thrown away, so the same wrong draft is generated tomorrow.
  • Large volumes of unstructured customer feedback are never read at all, so campaign-level problems stay invisible.

// Overview

The Customer Service Engine ships with a base ontology — customer, order, case, agent feedback — that is configured to the organisation and then populated through native connectors to the systems that already hold the data: CRM platforms such as Salesforce and HubSpot, marketing platforms such as Mailchimp and Marketo, and service desks such as Zendesk and ServiceNow. Incoming cases are reasoned over against that whole picture rather than against the message body, and a response is drafted for the operator to explore, edit, approve and send. Both the operator's edits and the end customer's reaction are captured against the ontology with full traceability, so the draft quality moves in the direction the team keeps correcting it in. In parallel, unstructured feedback is parsed at volume into campaign-level insight that can be actioned and written back to the marketing platform it came from.

// AI System

Why AI

Two things are only possible with a model. The first is reading: cases arrive as free prose across email, forms and complaint text, and the intent has to be recovered before anything can be retrieved. The second is scale of synthesis — no team reads fifty thousand feedback comments, so the campaign-level pattern inside them is simply never found. What keeps this safe is that the model never sends: it drafts, an operator approves, and the approval or the edit is the training signal. The ontology is what stops the draft being generic, because it decides what the model is allowed to see about this specific customer.

// Specs

Specifications

ONTOLOGY
Customer, order, case, agent feedback — configurable per organisation
CONNECTORS
CRM, marketing and support platforms, native
DRAFTING
AI-drafted responses, operator-approved before send
FEEDBACK
Operator edits and customer reactions captured with traceability
ANALYTICS
Unstructured feedback parsed at volume into campaign-level insight
WRITE-BACK
Campaign actions returned to the originating marketing platform

// Features

Features

  1. 01Customer 360 assembled across CRM, marketing and support systems rather than a single desk.
  2. 02Cases reasoned against orders, order status, sales history and stated preferences.
  3. 03Operators explore the case, edit the drafted reply, then approve — nothing sends unreviewed.
  4. 04Every edit captured in the ontology with traceability, so drafts converge on house voice.
  5. 05Large-scale unstructured feedback parsed into actionable, campaign-level insight.
  6. 06Actions written back to the marketing and support tools the organisation already runs.

// Architecture

Architecture

SERVICE FLOW

Runtime · one item, left to right


  1. 01Case Intake (email / feedback / complaint)
  2. 02Customer 360 Assembly
  3. 03Case Reasoning + Draft GenerationCRMMarketing PlatformSupport DeskOrder & StatusFeedback Corpus
  4. 04Operator Review & Edit
  5. 05Send + Write-Back
  6. 06Feedback Capture

dashed = the inference step, where the system exercises judgment

System stack

Data in · decisions out

01

Sources

The whole customer, not the ticket

CRMSalesforce / HubSpotSupport deskZendesk / FreshdeskOrder managementMarketing platformcampaign promisesFeedback & reviews

02

Ingestion

Join fragments into one identity

Identity resolutionemail ↔ CRM ↔ ordersEmail / chat parsingSentiment & intent taggingStreaming order events

03

Ontology

Customer 360

CustomerCaseOrder · ShipmentPromise · PolicyFeedback theme

04AI

Intelligence

Reason, draft, learn

Case reasoningLLM · tool-callingGrounded draftingevery fact citedVoice modellearns from operator editsTheme clusteringunstructured feedback at scaleEval suitefactuality · tone

05Human

Human control

Nothing sends unreviewed

Operator approvesEdit → signal captureAction previewPolicy guardrails

06

Actions

Written back

Send via support deskRefund / exchange in OMSCampaign insight → marketing

Observability

Every model call traced; evals run on real cases, not anecdotes.

Governance

Entitlements enforced at retrieval; rules versioned by the organisation.

Write-back

Systems of record are written only through the approval gate.

Captured feedback re-enters the ontology; the next draft is generated against it.

// Impact

Impact

Zero
Responses sent without operator approvaldesign intent
Every edit
Captured as signal, with traceabilitydesign intent

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// End of case studyHub Customer Service Engine